analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RDDT: 5—APPF: 0wins
Rule of 40
98.8RDDT
33.4APPF
check_circleRDDT leads
Revenue Growth
64.6%RDDT
21.5%APPF
check_circleRDDT leads
Gross Margin
91%RDDT
86%APPF
check_circleRDDT leads
FCF Margin
34.2%RDDT
11.9%APPF
check_circleRDDT leads
Operating Margin
18.4%RDDT
16.6%APPF
check_circleRDDT leads
NRR
—RDDT
—APPF
Metric
Rule of 40Efficiency score
RDDT
98.8check_circle
APPF
33.4
Revenue GrowthYoY
RDDT
64.6%check_circle
APPF
21.5%
Gross Margin% of revenue
RDDT
91%check_circle
APPF
86%
FCF MarginFree cash flow
RDDT
34.2%check_circle
APPF
11.9%
Operating MarginGAAP
RDDT
18.4%check_circle
APPF
16.6%
NRRNet retention
RDDT
N/A
APPF
N/A
EV / RevenueValuation multiple
RDDT
15.3x
APPF
6.2xcheck_circle
Market CapUSD
RDDT
$33.4Bcheck_circle
APPF
$6.0B
ARR GrowthYoY
RDDT
N/A
APPF
N/A
CAC PaybackMonths to recover
RDDT
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Reddit, Inc. trades at 15.3x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, Reddit, Inc. scores 98.8 compared to AppFolio, Inc.'s 33.4, placing Reddit, Inc. ahead in operating efficiency. Gross margins stand at Reddit, Inc. 91% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.