AppFolio, Inc. vs Clear Secure, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 1—YOU: 3wins
Rule of 40
40.6APPF
68.5YOU
check_circleYOU leads
Revenue Growth
29.5%APPF
27.1%YOU
check_circleAPPF leads
Gross Margin
87%APPF
—YOU
FCF Margin
11.2%APPF
41.4%YOU
check_circleYOU leads
Operating Margin
17.4%APPF
24.5%YOU
check_circleYOU leads
NRR
—APPF
—YOU
Metric
Rule of 40Efficiency score
APPF
40.6
YOU
68.5check_circle
Revenue GrowthYoY
APPF
29.5%check_circle
YOU
27.1%
Gross Margin% of revenue
APPF
87%
YOU
N/A
FCF MarginFree cash flow
APPF
11.2%
YOU
41.4%check_circle
Operating MarginGAAP
APPF
17.4%
YOU
24.5%check_circle
NRRNet retention
APPF
N/A
YOU
N/A
EV / RevenueValuation multiple
APPF
7.3x
YOU
4.3xcheck_circle
Market CapUSD
APPF
$7.4Bcheck_circle
YOU
$4.2B
ARR GrowthYoY
APPF
N/A
YOU
N/A
CAC PaybackMonths to recover
APPF
N/A
YOU
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus Clear Secure, Inc. at 4.3x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Clear Secure, Inc.'s 68.5, placing Clear Secure, 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.