Summary Verdict
XPER: 0—APPF: 4wins
Rule of 40
-10.6XPER
46.3APPF
check_circleAPPF leads
Revenue Growth
-9.2%XPER
21.5%APPF
check_circleAPPF leads
Gross Margin
—XPER
84%APPF
FCF Margin
-1.3%XPER
24.8%APPF
check_circleAPPF leads
Operating Margin
-9.8%XPER
15.8%APPF
check_circleAPPF leads
NRR
—XPER
—APPF
Metric
Rule of 40Efficiency score
XPER
-10.6
APPF
46.3check_circle
Revenue GrowthYoY
XPER
-9.2%
APPF
21.5%check_circle
Gross Margin% of revenue
XPER
N/A
APPF
84%
FCF MarginFree cash flow
XPER
-1.3%
APPF
24.8%check_circle
Operating MarginGAAP
XPER
-9.8%
APPF
15.8%check_circle
NRRNet retention
XPER
N/A
APPF
N/A
EV / RevenueValuation multiple
XPER
N/A
APPF
6.3x
Market CapUSD
XPER
N/A
APPF
$6.1B
ARR GrowthYoY
XPER
N/A
APPF
N/A
CAC PaybackMonths to recover
XPER
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Xperi Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Xperi Inc. scores -10.6 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.