analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 3—CVLT: 2wins
Rule of 40
33.4APPF
38.9CVLT
check_circleCVLT leads
Revenue Growth
21.5%APPF
18.9%CVLT
check_circleAPPF leads
Gross Margin
86%APPF
81%CVLT
check_circleAPPF leads
FCF Margin
11.9%APPF
20.0%CVLT
check_circleCVLT leads
Operating Margin
16.6%APPF
6.3%CVLT
check_circleAPPF leads
NRR
—APPF
—CVLT
Metric
Rule of 40Efficiency score
APPF
33.4
CVLT
38.9check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
CVLT
18.9%
Gross Margin% of revenue
APPF
86%check_circle
CVLT
81%
FCF MarginFree cash flow
APPF
11.9%
CVLT
20.0%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
CVLT
6.3%
NRRNet retention
APPF
N/A
CVLT
N/A
EV / RevenueValuation multiple
APPF
N/A
CVLT
2.9x
Market CapUSD
APPF
N/A
CVLT
$4.3B
ARR GrowthYoY
APPF
N/A
CVLT
N/A
CAC PaybackMonths to recover
APPF
N/A
CVLT
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus COMMVAULT SYSTEMS INC at 2.9x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to COMMVAULT SYSTEMS INC's 38.9, placing COMMVAULT SYSTEMS INC ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs COMMVAULT SYSTEMS INC 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.