analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
TTWO: 0—APPF: 5wins
Rule of 40
15.1TTWO
46.3APPF
check_circleAPPF leads
Revenue Growth
18.4%TTWO
21.5%APPF
check_circleAPPF leads
Gross Margin
48%TTWO
84%APPF
check_circleAPPF leads
FCF Margin
-3.4%TTWO
24.8%APPF
check_circleAPPF leads
Operating Margin
-69.3%TTWO
15.8%APPF
check_circleAPPF leads
NRR
—TTWO
—APPF
Metric
Rule of 40Efficiency score
TTWO
15.1
APPF
46.3check_circle
Revenue GrowthYoY
TTWO
18.4%
APPF
21.5%check_circle
Gross Margin% of revenue
TTWO
48%
APPF
84%check_circle
FCF MarginFree cash flow
TTWO
-3.4%
APPF
24.8%check_circle
Operating MarginGAAP
TTWO
-69.3%
APPF
15.8%check_circle
NRRNet retention
TTWO
N/A
APPF
N/A
EV / RevenueValuation multiple
TTWO
6.3x
APPF
6.3xcheck_circle
Market CapUSD
TTWO
$39.0Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
TTWO
N/A
APPF
N/A
CAC PaybackMonths to recover
TTWO
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, TAKE TWO INTERACTIVE SOFTWARE INC trades at 6.3x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, TAKE TWO INTERACTIVE SOFTWARE INC scores 15.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at TAKE TWO INTERACTIVE SOFTWARE INC 48% 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.