AppFolio, Inc. vs Consensus Cloud Solutions, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—CCSI: 2wins
Rule of 40
40.6APPF
39.3CCSI
check_circleAPPF leads
Revenue Growth
29.5%APPF
0.2%CCSI
check_circleAPPF leads
Gross Margin
87%APPF
80%CCSI
check_circleAPPF leads
FCF Margin
11.2%APPF
39.1%CCSI
check_circleCCSI leads
Operating Margin
17.4%APPF
43.4%CCSI
check_circleCCSI leads
NRR
—APPF
—CCSI
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
CCSI
39.3
Revenue GrowthYoY
APPF
29.5%check_circle
CCSI
0.2%
Gross Margin% of revenue
APPF
87%check_circle
CCSI
80%
FCF MarginFree cash flow
APPF
11.2%
CCSI
39.1%check_circle
Operating MarginGAAP
APPF
17.4%
CCSI
43.4%check_circle
NRRNet retention
APPF
N/A
CCSI
N/A
EV / RevenueValuation multiple
APPF
6.3x
CCSI
N/A
Market CapUSD
APPF
$6.4B
CCSI
N/A
ARR GrowthYoY
APPF
N/A
CCSI
N/A
CAC PaybackMonths to recover
APPF
N/A
CCSI
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Consensus Cloud Solutions, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Consensus Cloud Solutions, Inc.'s 39.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Consensus Cloud Solutions, Inc. 80%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.