AppFolio, Inc. vs Gloo Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 2—GLOO: 2wins
Rule of 40
40.6APPF
210.2GLOO
check_circleGLOO leads
Revenue Growth
29.5%APPF
298.5%GLOO
check_circleGLOO leads
Gross Margin
87%APPF
—GLOO
FCF Margin
11.2%APPF
-88.3%GLOO
check_circleAPPF leads
Operating Margin
17.4%APPF
-86.7%GLOO
check_circleAPPF leads
NRR
—APPF
—GLOO
Metric
Rule of 40Efficiency score
APPF
40.6
GLOO
210.2check_circle
Revenue GrowthYoY
APPF
29.5%
GLOO
298.5%check_circle
Gross Margin% of revenue
APPF
87%
GLOO
N/A
FCF MarginFree cash flow
APPF
11.2%check_circle
GLOO
-88.3%
Operating MarginGAAP
APPF
17.4%check_circle
GLOO
-86.7%
NRRNet retention
APPF
N/A
GLOO
N/A
EV / RevenueValuation multiple
APPF
7.5x
GLOO
N/A
Market CapUSD
APPF
$7.7B
GLOO
N/A
ARR GrowthYoY
APPF
N/A
GLOO
N/A
CAC PaybackMonths to recover
APPF
N/A
GLOO
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus Gloo Holdings, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Gloo Holdings, Inc.'s 210.2, placing Gloo Holdings, Inc. ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.