Summary Verdict
U: 0—APPF: 5wins
Rule of 40
23.9U
46.3APPF
check_circleAPPF leads
Revenue Growth
2.0%U
21.5%APPF
check_circleAPPF leads
Gross Margin
74%U
84%APPF
check_circleAPPF leads
FCF Margin
21.8%U
24.8%APPF
check_circleAPPF leads
Operating Margin
-25.9%U
15.8%APPF
check_circleAPPF leads
NRR
—U
—APPF
Metric
Rule of 40Efficiency score
U
23.9
APPF
46.3check_circle
Revenue GrowthYoY
U
2.0%
APPF
21.5%check_circle
Gross Margin% of revenue
U
74%
APPF
84%check_circle
FCF MarginFree cash flow
U
21.8%
APPF
24.8%check_circle
Operating MarginGAAP
U
-25.9%
APPF
15.8%check_circle
NRRNet retention
U
N/A
APPF
N/A
EV / RevenueValuation multiple
U
N/A
APPF
6.3x
Market CapUSD
U
N/A
APPF
$6.1B
ARR GrowthYoY
U
N/A
APPF
N/A
CAC PaybackMonths to recover
U
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Unity Software Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Unity Software Inc. scores 23.9 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Unity Software Inc. 74% 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.