analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
TTAN: 1—APPF: 4wins
Rule of 40
35.5TTAN
46.3APPF
check_circleAPPF leads
Revenue Growth
24.5%TTAN
21.5%APPF
check_circleTTAN leads
Gross Margin
70%TTAN
84%APPF
check_circleAPPF leads
FCF Margin
11.0%TTAN
24.8%APPF
check_circleAPPF leads
Operating Margin
-17.6%TTAN
15.8%APPF
check_circleAPPF leads
NRR
—TTAN
—APPF
Metric
Rule of 40Efficiency score
TTAN
35.5
APPF
46.3check_circle
Revenue GrowthYoY
TTAN
24.5%check_circle
APPF
21.5%
Gross Margin% of revenue
TTAN
70%
APPF
84%check_circle
FCF MarginFree cash flow
TTAN
11.0%
APPF
24.8%check_circle
Operating MarginGAAP
TTAN
-17.6%
APPF
15.8%check_circle
NRRNet retention
TTAN
N/A
APPF
N/A
EV / RevenueValuation multiple
TTAN
N/A
APPF
6.3x
Market CapUSD
TTAN
N/A
APPF
$6.1B
ARR GrowthYoY
TTAN
N/A
APPF
N/A
CAC PaybackMonths to recover
TTAN
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, ServiceTitan, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, ServiceTitan, Inc. scores 35.5 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at ServiceTitan, Inc. 70% 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.