Summary Verdict
FROG: 3—APPF: 2wins
Rule of 40
41.1FROG
33.4APPF
check_circleFROG leads
Revenue Growth
26.1%FROG
21.5%APPF
check_circleFROG leads
Gross Margin
77%FROG
86%APPF
check_circleAPPF leads
FCF Margin
14.9%FROG
11.9%APPF
check_circleFROG leads
Operating Margin
-15.4%FROG
16.6%APPF
check_circleAPPF leads
NRR
—FROG
—APPF
Metric
Rule of 40Efficiency score
FROG
41.1check_circle
APPF
33.4
Revenue GrowthYoY
FROG
26.1%check_circle
APPF
21.5%
Gross Margin% of revenue
FROG
77%
APPF
86%check_circle
FCF MarginFree cash flow
FROG
14.9%check_circle
APPF
11.9%
Operating MarginGAAP
FROG
-15.4%
APPF
16.6%check_circle
NRRNet retention
FROG
N/A
APPF
N/A
EV / RevenueValuation multiple
FROG
18.7x
APPF
6.2xcheck_circle
Market CapUSD
FROG
$10.2Bcheck_circle
APPF
$6.0B
ARR GrowthYoY
FROG
N/A
APPF
N/A
CAC PaybackMonths to recover
FROG
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, JFrog Ltd trades at 18.7x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, JFrog Ltd scores 41.1 compared to AppFolio, Inc.'s 33.4, placing JFrog Ltd ahead in operating efficiency. Gross margins stand at JFrog Ltd 77% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.