Summary Verdict
RDDT: 5—APPF: 0wins
Rule of 40
100.5RDDT
46.3APPF
check_circleRDDT leads
Revenue Growth
69.4%RDDT
21.5%APPF
check_circleRDDT leads
Gross Margin
91%RDDT
84%APPF
check_circleRDDT leads
FCF Margin
31.1%RDDT
24.8%APPF
check_circleRDDT leads
Operating Margin
20.1%RDDT
15.8%APPF
check_circleRDDT leads
NRR
—RDDT
—APPF
Metric
Rule of 40Efficiency score
RDDT
100.5check_circle
APPF
46.3
Revenue GrowthYoY
RDDT
69.4%check_circle
APPF
21.5%
Gross Margin% of revenue
RDDT
91%check_circle
APPF
84%
FCF MarginFree cash flow
RDDT
31.1%check_circle
APPF
24.8%
Operating MarginGAAP
RDDT
20.1%check_circle
APPF
15.8%
NRRNet retention
RDDT
N/A
APPF
N/A
EV / RevenueValuation multiple
RDDT
N/A
APPF
6.3x
Market CapUSD
RDDT
N/A
APPF
$6.1B
ARR GrowthYoY
RDDT
N/A
APPF
N/A
CAC PaybackMonths to recover
RDDT
N/A
APPF
N/A
Advertisement
insights
Analysis
As of Q4 2025, Reddit, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Reddit, Inc. scores 100.5 compared to AppFolio, Inc.'s 46.3, placing Reddit, Inc. ahead in operating efficiency. Gross margins stand at Reddit, Inc. 91% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.