AppFolio, Inc. vs Zeta Global Holdings Corp.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—ZETA: 1wins
Rule of 40
40.6APPF
38.5ZETA
check_circleAPPF leads
Revenue Growth
29.5%APPF
29.9%ZETA
check_circleZETA leads
Gross Margin
87%APPF
60%ZETA
check_circleAPPF leads
FCF Margin
11.2%APPF
8.6%ZETA
check_circleAPPF leads
Operating Margin
17.4%APPF
-2.4%ZETA
check_circleAPPF leads
NRR
—APPF
—ZETA
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
ZETA
38.5
Revenue GrowthYoY
APPF
29.5%
ZETA
29.9%check_circle
Gross Margin% of revenue
APPF
87%check_circle
ZETA
60%
FCF MarginFree cash flow
APPF
11.2%check_circle
ZETA
8.6%
Operating MarginGAAP
APPF
17.4%check_circle
ZETA
-2.4%
NRRNet retention
APPF
N/A
ZETA
N/A
EV / RevenueValuation multiple
APPF
6.3x
ZETA
N/A
Market CapUSD
APPF
$6.4B
ZETA
N/A
ARR GrowthYoY
APPF
N/A
ZETA
N/A
CAC PaybackMonths to recover
APPF
N/A
ZETA
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Zeta Global Holdings Corp. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Zeta Global Holdings Corp.'s 38.5, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Zeta Global Holdings Corp. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.