analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 4—VIA: 1wins
Rule of 40
33.4APPF
16.4VIA
check_circleAPPF leads
Revenue Growth
21.5%APPF
24.1%VIA
check_circleVIA leads
Gross Margin
86%APPF
39%VIA
check_circleAPPF leads
FCF Margin
11.9%APPF
-7.8%VIA
check_circleAPPF leads
Operating Margin
16.6%APPF
-19.2%VIA
check_circleAPPF leads
NRR
—APPF
—VIA
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
VIA
16.4
Revenue GrowthYoY
APPF
21.5%
VIA
24.1%check_circle
Gross Margin% of revenue
APPF
86%check_circle
VIA
39%
FCF MarginFree cash flow
APPF
11.9%check_circle
VIA
-7.8%
Operating MarginGAAP
APPF
16.6%check_circle
VIA
-19.2%
NRRNet retention
APPF
N/A
VIA
N/A
EV / RevenueValuation multiple
APPF
N/A
VIA
N/A
Market CapUSD
APPF
N/A
VIA
N/A
ARR GrowthYoY
APPF
N/A
VIA
N/A
CAC PaybackMonths to recover
APPF
N/A
VIA
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Via Transportation, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Via Transportation, Inc.'s 16.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Via Transportation, Inc. 39%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.