AppFolio, Inc. vs CoreWeave, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—CRWV: 2wins
Rule of 40
40.6APPF
65.8CRWV
check_circleCRWV leads
Revenue Growth
29.5%APPF
194.4%CRWV
check_circleCRWV leads
Gross Margin
87%APPF
71%CRWV
check_circleAPPF leads
FCF Margin
11.2%APPF
-128.6%CRWV
check_circleAPPF leads
Operating Margin
17.4%APPF
-1.8%CRWV
check_circleAPPF leads
NRR
—APPF
—CRWV
Metric
Rule of 40Efficiency score
APPF
40.6
CRWV
65.8check_circle
Revenue GrowthYoY
APPF
29.5%
CRWV
194.4%check_circle
Gross Margin% of revenue
APPF
87%check_circle
CRWV
71%
FCF MarginFree cash flow
APPF
11.2%check_circle
CRWV
-128.6%
Operating MarginGAAP
APPF
17.4%check_circle
CRWV
-1.8%
NRRNet retention
APPF
N/A
CRWV
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
CRWV
8.1x
Market CapUSD
APPF
$6.4B
CRWV
$39.2Bcheck_circle
ARR GrowthYoY
APPF
N/A
CRWV
N/A
CAC PaybackMonths to recover
APPF
N/A
CRWV
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus CoreWeave, Inc. at 8.1x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to CoreWeave, Inc.'s 65.8, placing CoreWeave, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs CoreWeave, Inc. 71%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.