AppFolio, Inc. vs Fastly, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 5—FSLY: 0wins
Rule of 40
33.4APPF
18.0FSLY
check_circleAPPF leads
Revenue Growth
21.5%APPF
14.8%FSLY
check_circleAPPF leads
Gross Margin
86%APPF
57%FSLY
check_circleAPPF leads
FCF Margin
11.9%APPF
3.2%FSLY
check_circleAPPF leads
Operating Margin
16.6%APPF
-20.5%FSLY
check_circleAPPF leads
NRR
—APPF
—FSLY
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
FSLY
18.0
Revenue GrowthYoY
APPF
21.5%check_circle
FSLY
14.8%
Gross Margin% of revenue
APPF
86%check_circle
FSLY
57%
FCF MarginFree cash flow
APPF
11.9%check_circle
FSLY
3.2%
Operating MarginGAAP
APPF
16.6%check_circle
FSLY
-20.5%
NRRNet retention
APPF
N/A
FSLY
N/A
EV / RevenueValuation multiple
APPF
6.7x
FSLY
6.2xcheck_circle
Market CapUSD
APPF
$6.4Bcheck_circle
FSLY
$3.2B
ARR GrowthYoY
APPF
N/A
FSLY
N/A
CAC PaybackMonths to recover
APPF
N/A
FSLY
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus Fastly, Inc. at 6.2x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Fastly, Inc.'s 18.0, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Fastly, Inc. 57%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.