analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 3—TENB: 2wins
Rule of 40
33.4APPF
36.6TENB
check_circleTENB leads
Revenue Growth
21.5%APPF
11.2%TENB
check_circleAPPF leads
Gross Margin
86%APPF
78%TENB
check_circleAPPF leads
FCF Margin
11.9%APPF
25.4%TENB
check_circleTENB leads
Operating Margin
16.6%APPF
-0.9%TENB
check_circleAPPF leads
NRR
—APPF
—TENB
Metric
Rule of 40Efficiency score
APPF
33.4
TENB
36.6check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
TENB
11.2%
Gross Margin% of revenue
APPF
86%check_circle
TENB
78%
FCF MarginFree cash flow
APPF
11.9%
TENB
25.4%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
TENB
-0.9%
NRRNet retention
APPF
N/A
TENB
N/A
EV / RevenueValuation multiple
APPF
N/A
TENB
N/A
Market CapUSD
APPF
N/A
TENB
N/A
ARR GrowthYoY
APPF
N/A
TENB
N/A
CAC PaybackMonths to recover
APPF
N/A
TENB
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Tenable Holdings, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Tenable Holdings, Inc.'s 36.6, placing Tenable Holdings, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Tenable Holdings, Inc. 78%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.