AppFolio, Inc. vs CrowdStrike Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 2—CRWD: 3wins
Rule of 40
33.4APPF
51.6CRWD
check_circleCRWD leads
Revenue Growth
21.5%APPF
23.7%CRWD
check_circleCRWD leads
Gross Margin
86%APPF
74%CRWD
check_circleAPPF leads
FCF Margin
11.9%APPF
27.9%CRWD
check_circleCRWD leads
Operating Margin
16.6%APPF
-6.9%CRWD
check_circleAPPF leads
NRR
—APPF
—CRWD
Metric
Rule of 40Efficiency score
APPF
33.4
CRWD
51.6check_circle
Revenue GrowthYoY
APPF
21.5%
CRWD
23.7%check_circle
Gross Margin% of revenue
APPF
86%check_circle
CRWD
74%
FCF MarginFree cash flow
APPF
11.9%
CRWD
27.9%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
CRWD
-6.9%
NRRNet retention
APPF
N/A
CRWD
N/A
EV / RevenueValuation multiple
APPF
6.7xcheck_circle
CRWD
41.5x
Market CapUSD
APPF
$6.4B
CRWD
$206.8Bcheck_circle
ARR GrowthYoY
APPF
N/A
CRWD
N/A
CAC PaybackMonths to recover
APPF
N/A
CRWD
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus CrowdStrike Holdings, Inc. at 41.5x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to CrowdStrike Holdings, Inc.'s 51.6, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs CrowdStrike Holdings, 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.