analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
CCSI: 2—APPF: 3wins
Rule of 40
30.1CCSI
46.3APPF
check_circleAPPF leads
Revenue Growth
-0.2%CCSI
21.5%APPF
check_circleAPPF leads
Gross Margin
80%CCSI
84%APPF
check_circleAPPF leads
FCF Margin
30.3%CCSI
24.8%APPF
check_circleCCSI leads
Operating Margin
43.0%CCSI
15.8%APPF
check_circleCCSI leads
NRR
—CCSI
—APPF
Metric
Rule of 40Efficiency score
CCSI
30.1
APPF
46.3check_circle
Revenue GrowthYoY
CCSI
-0.2%
APPF
21.5%check_circle
Gross Margin% of revenue
CCSI
80%
APPF
84%check_circle
FCF MarginFree cash flow
CCSI
30.3%check_circle
APPF
24.8%
Operating MarginGAAP
CCSI
43.0%check_circle
APPF
15.8%
NRRNet retention
CCSI
N/A
APPF
N/A
EV / RevenueValuation multiple
CCSI
N/A
APPF
6.3x
Market CapUSD
CCSI
N/A
APPF
$6.1B
ARR GrowthYoY
CCSI
N/A
APPF
N/A
CAC PaybackMonths to recover
CCSI
N/A
APPF
N/A
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Analysis
As of Q4 2025, Consensus Cloud Solutions, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Consensus Cloud Solutions, Inc. scores 30.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Consensus Cloud Solutions, Inc. 80% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.