AppFolio, Inc. vs Fastly, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 5—FSLY: 0wins
Rule of 40
40.6APPF
25.0FSLY
check_circleAPPF leads
Revenue Growth
29.5%APPF
22.0%FSLY
check_circleAPPF leads
Gross Margin
87%APPF
60%FSLY
check_circleAPPF leads
FCF Margin
11.2%APPF
3.0%FSLY
check_circleAPPF leads
Operating Margin
17.4%APPF
-15.7%FSLY
check_circleAPPF leads
NRR
—APPF
—FSLY
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
FSLY
25.0
Revenue GrowthYoY
APPF
29.5%check_circle
FSLY
22.0%
Gross Margin% of revenue
APPF
87%check_circle
FSLY
60%
FCF MarginFree cash flow
APPF
11.2%check_circle
FSLY
3.0%
Operating MarginGAAP
APPF
17.4%check_circle
FSLY
-15.7%
NRRNet retention
APPF
N/A
FSLY
N/A
EV / RevenueValuation multiple
APPF
7.5x
FSLY
5.8xcheck_circle
Market CapUSD
APPF
$7.7Bcheck_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 Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus Fastly, Inc. at 5.8x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Fastly, Inc.'s 25.0, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Fastly, Inc. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.