AppFolio, Inc. vs CrowdStrike Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 2—CRWD: 3wins
Rule of 40
40.6APPF
59.0CRWD
check_circleCRWD leads
Revenue Growth
29.5%APPF
33.0%CRWD
check_circleCRWD leads
Gross Margin
87%APPF
75%CRWD
check_circleAPPF leads
FCF Margin
11.2%APPF
25.9%CRWD
check_circleCRWD leads
Operating Margin
17.4%APPF
-4.7%CRWD
check_circleAPPF leads
NRR
—APPF
—CRWD
Metric
Rule of 40Efficiency score
APPF
40.6
CRWD
59.0check_circle
Revenue GrowthYoY
APPF
29.5%
CRWD
33.0%check_circle
Gross Margin% of revenue
APPF
87%check_circle
CRWD
75%
FCF MarginFree cash flow
APPF
11.2%
CRWD
25.9%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
CRWD
-4.7%
NRRNet retention
APPF
N/A
CRWD
N/A
EV / RevenueValuation multiple
APPF
7.5xcheck_circle
CRWD
40.6x
Market CapUSD
APPF
$7.7B
CRWD
$217.0Bcheck_circle
ARR GrowthYoY
APPF
N/A
CRWD
N/A
CAC PaybackMonths to recover
APPF
N/A
CRWD
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus CrowdStrike Holdings, Inc. at 40.6x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to CrowdStrike Holdings, Inc.'s 59.0, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs CrowdStrike Holdings, Inc. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.