ACI WORLDWIDE, INC. vs Cloudflare, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ACIW: 2—NET: 3wins
Rule of 40
26.1ACIW
53.2NET
check_circleNET leads
Revenue Growth
9.1%ACIW
44.4%NET
check_circleNET leads
Gross Margin
46%ACIW
73%NET
check_circleNET leads
FCF Margin
17.0%ACIW
8.8%NET
check_circleACIW leads
Operating Margin
15.2%ACIW
-15.4%NET
check_circleACIW leads
NRR
—ACIW
—NET
Metric
Rule of 40Efficiency score
ACIW
26.1
NET
53.2check_circle
Revenue GrowthYoY
ACIW
9.1%
NET
44.4%check_circle
Gross Margin% of revenue
ACIW
46%
NET
73%check_circle
FCF MarginFree cash flow
ACIW
17.0%check_circle
NET
8.8%
Operating MarginGAAP
ACIW
15.2%check_circle
NET
-15.4%
NRRNet retention
ACIW
N/A
NET
N/A
EV / RevenueValuation multiple
ACIW
3.5xcheck_circle
NET
41.0x
Market CapUSD
ACIW
$5.4B
NET
$99.0Bcheck_circle
ARR GrowthYoY
ACIW
N/A
NET
N/A
CAC PaybackMonths to recover
ACIW
N/A
NET
N/A
insights
Analysis
As of Q2 2026, ACI WORLDWIDE, INC. trades at 3.5x EV/Revenue versus Cloudflare, Inc. at 41.0x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.1 compared to Cloudflare, Inc.'s 53.2, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 46% vs Cloudflare, Inc. 73%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.