Summary Verdict
APPF: 5—VERX: 0wins
Rule of 40
33.4APPF
17.4VERX
check_circleAPPF leads
Revenue Growth
21.5%APPF
12.5%VERX
check_circleAPPF leads
Gross Margin
86%APPF
64%VERX
check_circleAPPF leads
FCF Margin
11.9%APPF
4.8%VERX
check_circleAPPF leads
Operating Margin
16.6%APPF
-0.8%VERX
check_circleAPPF leads
NRR
—APPF
—VERX
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
VERX
17.4
Revenue GrowthYoY
APPF
21.5%check_circle
VERX
12.5%
Gross Margin% of revenue
APPF
86%check_circle
VERX
64%
FCF MarginFree cash flow
APPF
11.9%check_circle
VERX
4.8%
Operating MarginGAAP
APPF
16.6%check_circle
VERX
-0.8%
NRRNet retention
APPF
N/A
VERX
N/A
EV / RevenueValuation multiple
APPF
N/A
VERX
N/A
Market CapUSD
APPF
N/A
VERX
N/A
ARR GrowthYoY
APPF
N/A
VERX
N/A
CAC PaybackMonths to recover
APPF
N/A
VERX
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Vertex, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Vertex, Inc.'s 17.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Vertex, Inc. 64%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.