analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 2—CCSI: 3wins
Rule of 40
33.4APPF
39.3CCSI
check_circleCCSI leads
Revenue Growth
21.5%APPF
0.2%CCSI
check_circleAPPF leads
Gross Margin
86%APPF
80%CCSI
check_circleAPPF leads
FCF Margin
11.9%APPF
39.1%CCSI
check_circleCCSI leads
Operating Margin
16.6%APPF
43.4%CCSI
check_circleCCSI leads
NRR
—APPF
—CCSI
Metric
Rule of 40Efficiency score
APPF
33.4
CCSI
39.3check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
CCSI
0.2%
Gross Margin% of revenue
APPF
86%check_circle
CCSI
80%
FCF MarginFree cash flow
APPF
11.9%
CCSI
39.1%check_circle
Operating MarginGAAP
APPF
16.6%
CCSI
43.4%check_circle
NRRNet retention
APPF
N/A
CCSI
N/A
EV / RevenueValuation multiple
APPF
N/A
CCSI
N/A
Market CapUSD
APPF
N/A
CCSI
N/A
ARR GrowthYoY
APPF
N/A
CCSI
N/A
CAC PaybackMonths to recover
APPF
N/A
CCSI
N/A
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Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Consensus Cloud Solutions, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Consensus Cloud Solutions, Inc.'s 39.3, placing Consensus Cloud Solutions, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Consensus Cloud Solutions, Inc. 80%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.