analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
CRWD: 3—APPF: 2wins
Rule of 40
48.9CRWD
46.3APPF
check_circleCRWD leads
Revenue Growth
21.7%CRWD
21.5%APPF
check_circleCRWD leads
Gross Margin
75%CRWD
84%APPF
check_circleAPPF leads
FCF Margin
27.2%CRWD
24.8%APPF
check_circleCRWD leads
Operating Margin
-6.1%CRWD
15.8%APPF
check_circleAPPF leads
NRR
—CRWD
—APPF
Metric
Rule of 40Efficiency score
CRWD
48.9check_circle
APPF
46.3
Revenue GrowthYoY
CRWD
21.7%check_circle
APPF
21.5%
Gross Margin% of revenue
CRWD
75%
APPF
84%check_circle
FCF MarginFree cash flow
CRWD
27.2%check_circle
APPF
24.8%
Operating MarginGAAP
CRWD
-6.1%
APPF
15.8%check_circle
NRRNet retention
CRWD
N/A
APPF
N/A
EV / RevenueValuation multiple
CRWD
N/A
APPF
6.3x
Market CapUSD
CRWD
N/A
APPF
$6.1B
ARR GrowthYoY
CRWD
N/A
APPF
N/A
CAC PaybackMonths to recover
CRWD
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, CrowdStrike Holdings, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, CrowdStrike Holdings, Inc. scores 48.9 compared to AppFolio, Inc.'s 46.3, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at CrowdStrike Holdings, Inc. 75% 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.