analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
TDC: 0—APPF: 5wins
Rule of 40
12.2TDC
46.3APPF
check_circleAPPF leads
Revenue Growth
-5.0%TDC
21.5%APPF
check_circleAPPF leads
Gross Margin
59%TDC
84%APPF
check_circleAPPF leads
FCF Margin
17.2%TDC
24.8%APPF
check_circleAPPF leads
Operating Margin
12.3%TDC
15.8%APPF
check_circleAPPF leads
NRR
—TDC
—APPF
Metric
Rule of 40Efficiency score
TDC
12.2
APPF
46.3check_circle
Revenue GrowthYoY
TDC
-5.0%
APPF
21.5%check_circle
Gross Margin% of revenue
TDC
59%
APPF
84%check_circle
FCF MarginFree cash flow
TDC
17.2%
APPF
24.8%check_circle
Operating MarginGAAP
TDC
12.3%
APPF
15.8%check_circle
NRRNet retention
TDC
N/A
APPF
N/A
EV / RevenueValuation multiple
TDC
N/A
APPF
6.3x
Market CapUSD
TDC
N/A
APPF
$6.1B
ARR GrowthYoY
TDC
N/A
APPF
N/A
CAC PaybackMonths to recover
TDC
N/A
APPF
N/A
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Analysis
As of Q4 2025, TERADATA CORP /DE/ trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, TERADATA CORP /DE/ scores 12.2 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at TERADATA CORP /DE/ 59% 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.