analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
TRMB: 1—APPF: 4wins
Rule of 40
20.4TRMB
33.4APPF
check_circleAPPF leads
Revenue Growth
-3.4%TRMB
21.5%APPF
check_circleAPPF leads
Gross Margin
68%TRMB
86%APPF
check_circleAPPF leads
FCF Margin
23.8%TRMB
11.9%APPF
check_circleTRMB leads
Operating Margin
14.6%TRMB
16.6%APPF
check_circleAPPF leads
NRR
—TRMB
—APPF
Metric
Rule of 40Efficiency score
TRMB
20.4
APPF
33.4check_circle
Revenue GrowthYoY
TRMB
-3.4%
APPF
21.5%check_circle
Gross Margin% of revenue
TRMB
68%
APPF
86%check_circle
FCF MarginFree cash flow
TRMB
23.8%check_circle
APPF
11.9%
Operating MarginGAAP
TRMB
14.6%
APPF
16.6%check_circle
NRRNet retention
TRMB
N/A
APPF
N/A
EV / RevenueValuation multiple
TRMB
3.9xcheck_circle
APPF
6.0x
Market CapUSD
TRMB
$13.1Bcheck_circle
APPF
$5.8B
ARR GrowthYoY
TRMB
N/A
APPF
N/A
CAC PaybackMonths to recover
TRMB
N/A
APPF
N/A
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insights
Analysis
As of Q2 2026, Trimble Inc. trades at 3.9x EV/Revenue versus AppFolio, Inc. at 6.0x. On the Rule of 40, Trimble Inc. scores 20.4 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Trimble Inc. 68% 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.