AppFolio, Inc. vs QUALYS, INC.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 2—QLYS: 3wins
Rule of 40
40.6APPF
62.1QLYS
check_circleQLYS leads
Revenue Growth
29.5%APPF
10.2%QLYS
check_circleAPPF leads
Gross Margin
87%APPF
83%QLYS
check_circleAPPF leads
FCF Margin
11.2%APPF
51.9%QLYS
check_circleQLYS leads
Operating Margin
17.4%APPF
33.5%QLYS
check_circleQLYS leads
NRR
—APPF
—QLYS
Metric
Rule of 40Efficiency score
APPF
40.6
QLYS
62.1check_circle
Revenue GrowthYoY
APPF
29.5%check_circle
QLYS
10.2%
Gross Margin% of revenue
APPF
87%check_circle
QLYS
83%
FCF MarginFree cash flow
APPF
11.2%
QLYS
51.9%check_circle
Operating MarginGAAP
APPF
17.4%
QLYS
33.5%check_circle
NRRNet retention
APPF
N/A
QLYS
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
QLYS
7.3x
Market CapUSD
APPF
$6.4Bcheck_circle
QLYS
$5.1B
ARR GrowthYoY
APPF
N/A
QLYS
N/A
CAC PaybackMonths to recover
APPF
N/A
QLYS
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus QUALYS, INC. at 7.3x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to QUALYS, INC.'s 62.1, placing QUALYS, INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs QUALYS, INC. 83%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.