Summary Verdict
APPF: 3—TTAN: 2wins
Rule of 40
33.4APPF
37.2TTAN
check_circleTTAN leads
Revenue Growth
21.5%APPF
26.4%TTAN
check_circleTTAN leads
Gross Margin
86%APPF
71%TTAN
check_circleAPPF leads
FCF Margin
11.9%APPF
10.8%TTAN
check_circleAPPF leads
Operating Margin
16.6%APPF
-15.6%TTAN
check_circleAPPF leads
NRR
—APPF
—TTAN
Metric
Rule of 40Efficiency score
APPF
33.4
TTAN
37.2check_circle
Revenue GrowthYoY
APPF
21.5%
TTAN
26.4%check_circle
Gross Margin% of revenue
APPF
86%check_circle
TTAN
71%
FCF MarginFree cash flow
APPF
11.9%check_circle
TTAN
10.8%
Operating MarginGAAP
APPF
16.6%check_circle
TTAN
-15.6%
NRRNet retention
APPF
N/A
TTAN
N/A
EV / RevenueValuation multiple
APPF
N/A
TTAN
N/A
Market CapUSD
APPF
N/A
TTAN
N/A
ARR GrowthYoY
APPF
N/A
TTAN
N/A
CAC PaybackMonths to recover
APPF
N/A
TTAN
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus ServiceTitan, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to ServiceTitan, Inc.'s 37.2, placing ServiceTitan, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs ServiceTitan, Inc. 71%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.