AppFolio, Inc. vs Trimble Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 4—TRMB: 1wins
Rule of 40
33.4APPF
20.4TRMB
check_circleAPPF leads
Revenue Growth
21.5%APPF
-3.4%TRMB
check_circleAPPF leads
Gross Margin
86%APPF
68%TRMB
check_circleAPPF leads
FCF Margin
11.9%APPF
23.8%TRMB
check_circleTRMB leads
Operating Margin
16.6%APPF
14.6%TRMB
check_circleAPPF leads
NRR
—APPF
—TRMB
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
TRMB
20.4
Revenue GrowthYoY
APPF
21.5%check_circle
TRMB
-3.4%
Gross Margin% of revenue
APPF
86%check_circle
TRMB
68%
FCF MarginFree cash flow
APPF
11.9%
TRMB
23.8%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
TRMB
14.6%
NRRNet retention
APPF
N/A
TRMB
N/A
EV / RevenueValuation multiple
APPF
6.7x
TRMB
3.6xcheck_circle
Market CapUSD
APPF
$6.4B
TRMB
$12.3Bcheck_circle
ARR GrowthYoY
APPF
N/A
TRMB
N/A
CAC PaybackMonths to recover
APPF
N/A
TRMB
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus Trimble Inc. at 3.6x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Trimble Inc.'s 20.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Trimble Inc. 68%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.