ACI WORLDWIDE, INC. vs Cloudflare, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 2—NET: 3wins
Rule of 40
24.2ACIW
41.1NET
check_circleNET leads
Revenue Growth
6.9%ACIW
31.4%NET
check_circleNET leads
Gross Margin
47%ACIW
74%NET
check_circleNET leads
FCF Margin
17.3%ACIW
9.7%NET
check_circleACIW leads
Operating Margin
16.4%ACIW
-10.0%NET
check_circleACIW leads
NRR
—ACIW
—NET
Metric
Rule of 40Efficiency score
ACIW
24.2
NET
41.1check_circle
Revenue GrowthYoY
ACIW
6.9%
NET
31.4%check_circle
Gross Margin% of revenue
ACIW
47%
NET
74%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
NET
9.7%
Operating MarginGAAP
ACIW
16.4%check_circle
NET
-10.0%
NRRNet retention
ACIW
N/A
NET
N/A
EV / RevenueValuation multiple
ACIW
3.9xcheck_circle
NET
44.9x
Market CapUSD
ACIW
$5.9B
NET
$98.5Bcheck_circle
ARR GrowthYoY
ACIW
N/A
NET
N/A
CAC PaybackMonths to recover
ACIW
N/A
NET
N/A
insights
Analysis
As of Q1 2026, ACI WORLDWIDE, INC. trades at 3.9x EV/Revenue versus Cloudflare, Inc. at 44.9x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to Cloudflare, Inc.'s 41.1, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs Cloudflare, Inc. 74%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.