analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
TYL: 1—APPF: 4wins
Rule of 40
23.3TYL
33.4APPF
check_circleAPPF leads
Revenue Growth
10.9%TYL
21.5%APPF
check_circleAPPF leads
Gross Margin
47%TYL
86%APPF
check_circleAPPF leads
FCF Margin
12.4%TYL
11.9%APPF
check_circleTYL leads
Operating Margin
16.1%TYL
16.6%APPF
check_circleAPPF leads
NRR
—TYL
—APPF
Metric
Rule of 40Efficiency score
TYL
23.3
APPF
33.4check_circle
Revenue GrowthYoY
TYL
10.9%
APPF
21.5%check_circle
Gross Margin% of revenue
TYL
47%
APPF
86%check_circle
FCF MarginFree cash flow
TYL
12.4%check_circle
APPF
11.9%
Operating MarginGAAP
TYL
16.1%
APPF
16.6%check_circle
NRRNet retention
TYL
N/A
APPF
N/A
EV / RevenueValuation multiple
TYL
5.5xcheck_circle
APPF
6.2x
Market CapUSD
TYL
$13.2Bcheck_circle
APPF
$6.0B
ARR GrowthYoY
TYL
N/A
APPF
N/A
CAC PaybackMonths to recover
TYL
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, TYLER TECHNOLOGIES INC trades at 5.5x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, TYLER TECHNOLOGIES INC scores 23.3 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at TYLER TECHNOLOGIES INC 47% 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.