AppFolio, Inc. vs Zeta Global Holdings Corp.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—ZETA: 2wins
Rule of 40
40.6APPF
55.2ZETA
check_circleZETA leads
Revenue Growth
29.5%APPF
47.6%ZETA
check_circleZETA leads
Gross Margin
87%APPF
60%ZETA
check_circleAPPF leads
FCF Margin
11.2%APPF
7.6%ZETA
check_circleAPPF leads
Operating Margin
17.4%APPF
0.1%ZETA
check_circleAPPF leads
NRR
—APPF
—ZETA
Metric
Rule of 40Efficiency score
APPF
40.6
ZETA
55.2check_circle
Revenue GrowthYoY
APPF
29.5%
ZETA
47.6%check_circle
Gross Margin% of revenue
APPF
87%check_circle
ZETA
60%
FCF MarginFree cash flow
APPF
11.2%check_circle
ZETA
7.6%
Operating MarginGAAP
APPF
17.4%check_circle
ZETA
0.1%
NRRNet retention
APPF
N/A
ZETA
N/A
EV / RevenueValuation multiple
APPF
7.3x
ZETA
5.0xcheck_circle
Market CapUSD
APPF
$7.4B
ZETA
$7.5Bcheck_circle
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 7.3x EV/Revenue versus Zeta Global Holdings Corp. at 5.0x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Zeta Global Holdings Corp.'s 55.2, placing Zeta Global Holdings Corp. 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.