Summary Verdict
VERX: 0—APPF: 5wins
Rule of 40
27.8VERX
46.3APPF
check_circleAPPF leads
Revenue Growth
12.3%VERX
21.5%APPF
check_circleAPPF leads
Gross Margin
64%VERX
84%APPF
check_circleAPPF leads
FCF Margin
15.5%VERX
24.8%APPF
check_circleAPPF leads
Operating Margin
0.3%VERX
15.8%APPF
check_circleAPPF leads
NRR
—VERX
—APPF
Metric
Rule of 40Efficiency score
VERX
27.8
APPF
46.3check_circle
Revenue GrowthYoY
VERX
12.3%
APPF
21.5%check_circle
Gross Margin% of revenue
VERX
64%
APPF
84%check_circle
FCF MarginFree cash flow
VERX
15.5%
APPF
24.8%check_circle
Operating MarginGAAP
VERX
0.3%
APPF
15.8%check_circle
NRRNet retention
VERX
N/A
APPF
N/A
EV / RevenueValuation multiple
VERX
N/A
APPF
6.3x
Market CapUSD
VERX
N/A
APPF
$6.1B
ARR GrowthYoY
VERX
N/A
APPF
N/A
CAC PaybackMonths to recover
VERX
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Vertex, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Vertex, Inc. scores 27.8 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Vertex, Inc. 64% 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.