analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
VIA: 1—APPF: 4wins
Rule of 40
21.1VIA
46.3APPF
check_circleAPPF leads
Revenue Growth
28.6%VIA
21.5%APPF
check_circleVIA leads
Gross Margin
40%VIA
84%APPF
check_circleAPPF leads
FCF Margin
-7.5%VIA
24.8%APPF
check_circleAPPF leads
Operating Margin
-17.6%VIA
15.8%APPF
check_circleAPPF leads
NRR
—VIA
—APPF
Metric
Rule of 40Efficiency score
VIA
21.1
APPF
46.3check_circle
Revenue GrowthYoY
VIA
28.6%check_circle
APPF
21.5%
Gross Margin% of revenue
VIA
40%
APPF
84%check_circle
FCF MarginFree cash flow
VIA
-7.5%
APPF
24.8%check_circle
Operating MarginGAAP
VIA
-17.6%
APPF
15.8%check_circle
NRRNet retention
VIA
N/A
APPF
N/A
EV / RevenueValuation multiple
VIA
N/A
APPF
6.3x
Market CapUSD
VIA
N/A
APPF
$6.1B
ARR GrowthYoY
VIA
N/A
APPF
N/A
CAC PaybackMonths to recover
VIA
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Via Transportation, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Via Transportation, Inc. scores 21.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Via Transportation, Inc. 40% 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.