AppFolio, Inc. vs Netskope Inc
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—NTSK: 2wins
Rule of 40
40.6APPF
46.3NTSK
check_circleNTSK leads
Revenue Growth
29.5%APPF
44.4%NTSK
check_circleNTSK leads
Gross Margin
87%APPF
70%NTSK
check_circleAPPF leads
FCF Margin
11.2%APPF
1.9%NTSK
check_circleAPPF leads
Operating Margin
17.4%APPF
-89.0%NTSK
check_circleAPPF leads
NRR
—APPF
—NTSK
Metric
Rule of 40Efficiency score
APPF
40.6
NTSK
46.3check_circle
Revenue GrowthYoY
APPF
29.5%
NTSK
44.4%check_circle
Gross Margin% of revenue
APPF
87%check_circle
NTSK
70%
FCF MarginFree cash flow
APPF
11.2%check_circle
NTSK
1.9%
Operating MarginGAAP
APPF
17.4%check_circle
NTSK
-89.0%
NRRNet retention
APPF
N/A
NTSK
N/A
EV / RevenueValuation multiple
APPF
7.3xcheck_circle
NTSK
7.4x
Market CapUSD
APPF
$7.4Bcheck_circle
NTSK
$5.9B
ARR GrowthYoY
APPF
N/A
NTSK
N/A
CAC PaybackMonths to recover
APPF
N/A
NTSK
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus Netskope Inc at 7.4x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Netskope Inc's 46.3, placing Netskope Inc ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Netskope Inc 70%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.