analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
SVCO: 0—APPF: 5wins
Rule of 40
-49.1SVCO
46.3APPF
check_circleAPPF leads
Revenue Growth
5.7%SVCO
21.5%APPF
check_circleAPPF leads
Gross Margin
78%SVCO
84%APPF
check_circleAPPF leads
FCF Margin
-54.7%SVCO
24.8%APPF
check_circleAPPF leads
Operating Margin
-72.8%SVCO
15.8%APPF
check_circleAPPF leads
NRR
—SVCO
—APPF
Metric
Rule of 40Efficiency score
SVCO
-49.1
APPF
46.3check_circle
Revenue GrowthYoY
SVCO
5.7%
APPF
21.5%check_circle
Gross Margin% of revenue
SVCO
78%
APPF
84%check_circle
FCF MarginFree cash flow
SVCO
-54.7%
APPF
24.8%check_circle
Operating MarginGAAP
SVCO
-72.8%
APPF
15.8%check_circle
NRRNet retention
SVCO
N/A
APPF
N/A
EV / RevenueValuation multiple
SVCO
N/A
APPF
6.3x
Market CapUSD
SVCO
N/A
APPF
$6.1B
ARR GrowthYoY
SVCO
N/A
APPF
N/A
CAC PaybackMonths to recover
SVCO
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Silvaco Group, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Silvaco Group, Inc. scores -49.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Silvaco Group, Inc. 78% 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.