Summary Verdict
APPF: 1—YOU: 3wins
Rule of 40
33.4APPF
62.9YOU
check_circleYOU leads
Revenue Growth
21.5%APPF
18.5%YOU
check_circleAPPF leads
Gross Margin
86%APPF
—YOU
FCF Margin
11.9%APPF
44.4%YOU
check_circleYOU leads
Operating Margin
16.6%APPF
21.3%YOU
check_circleYOU leads
NRR
—APPF
—YOU
Metric
Rule of 40Efficiency score
APPF
33.4
YOU
62.9check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
YOU
18.5%
Gross Margin% of revenue
APPF
86%
YOU
N/A
FCF MarginFree cash flow
APPF
11.9%
YOU
44.4%check_circle
Operating MarginGAAP
APPF
16.6%
YOU
21.3%check_circle
NRRNet retention
APPF
N/A
YOU
N/A
EV / RevenueValuation multiple
APPF
N/A
YOU
N/A
Market CapUSD
APPF
N/A
YOU
N/A
ARR GrowthYoY
APPF
N/A
YOU
N/A
CAC PaybackMonths to recover
APPF
N/A
YOU
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Clear Secure, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Clear Secure, Inc.'s 62.9, 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.