Alarm.com Holdings, Inc. vs AppFolio, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 0—APPF: 5wins
Rule of 40
22.4ALRM
40.6APPF
check_circleAPPF leads
Revenue Growth
12.1%ALRM
29.5%APPF
check_circleAPPF leads
Gross Margin
66%ALRM
87%APPF
check_circleAPPF leads
FCF Margin
10.3%ALRM
11.2%APPF
check_circleAPPF leads
Operating Margin
12.6%ALRM
17.4%APPF
check_circleAPPF leads
NRR
—ALRM
—APPF
Metric
Rule of 40Efficiency score
ALRM
22.4
APPF
40.6check_circle
Revenue GrowthYoY
ALRM
12.1%
APPF
29.5%check_circle
Gross Margin% of revenue
ALRM
66%
APPF
87%check_circle
FCF MarginFree cash flow
ALRM
10.3%
APPF
11.2%check_circle
Operating MarginGAAP
ALRM
12.6%
APPF
17.4%check_circle
NRRNet retention
ALRM
N/A
APPF
N/A
EV / RevenueValuation multiple
ALRM
N/A
APPF
7.5x
Market CapUSD
ALRM
N/A
APPF
$7.7B
ARR GrowthYoY
ALRM
N/A
APPF
N/A
CAC PaybackMonths to recover
ALRM
N/A
APPF
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 7.5x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to AppFolio, Inc.'s 40.6, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs AppFolio, Inc. 87%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.