AppFolio, Inc. vs COMMVAULT SYSTEMS INC
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—CVLT: 1wins
Rule of 40
40.6APPF
38.9CVLT
check_circleAPPF leads
Revenue Growth
29.5%APPF
18.9%CVLT
check_circleAPPF leads
Gross Margin
87%APPF
81%CVLT
check_circleAPPF leads
FCF Margin
11.2%APPF
20.0%CVLT
check_circleCVLT leads
Operating Margin
17.4%APPF
6.3%CVLT
check_circleAPPF leads
NRR
—APPF
—CVLT
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
CVLT
38.9
Revenue GrowthYoY
APPF
29.5%check_circle
CVLT
18.9%
Gross Margin% of revenue
APPF
87%check_circle
CVLT
81%
FCF MarginFree cash flow
APPF
11.2%
CVLT
20.0%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
CVLT
6.3%
NRRNet retention
APPF
N/A
CVLT
N/A
EV / RevenueValuation multiple
APPF
6.3x
CVLT
2.9xcheck_circle
Market CapUSD
APPF
$6.4Bcheck_circle
CVLT
$4.3B
ARR GrowthYoY
APPF
N/A
CVLT
N/A
CAC PaybackMonths to recover
APPF
N/A
CVLT
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus COMMVAULT SYSTEMS INC at 2.9x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to COMMVAULT SYSTEMS INC's 38.9, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs COMMVAULT SYSTEMS INC 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.