analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FSLY: 0—APPF: 5wins
Rule of 40
18.0FSLY
33.4APPF
check_circleAPPF leads
Revenue Growth
14.8%FSLY
21.5%APPF
check_circleAPPF leads
Gross Margin
57%FSLY
86%APPF
check_circleAPPF leads
FCF Margin
3.2%FSLY
11.9%APPF
check_circleAPPF leads
Operating Margin
-20.5%FSLY
16.6%APPF
check_circleAPPF leads
NRR
—FSLY
—APPF
Metric
Rule of 40Efficiency score
FSLY
18.0
APPF
33.4check_circle
Revenue GrowthYoY
FSLY
14.8%
APPF
21.5%check_circle
Gross Margin% of revenue
FSLY
57%
APPF
86%check_circle
FCF MarginFree cash flow
FSLY
3.2%
APPF
11.9%check_circle
Operating MarginGAAP
FSLY
-20.5%
APPF
16.6%check_circle
NRRNet retention
FSLY
N/A
APPF
N/A
EV / RevenueValuation multiple
FSLY
5.6xcheck_circle
APPF
6.2x
Market CapUSD
FSLY
$2.8B
APPF
$6.0Bcheck_circle
ARR GrowthYoY
FSLY
N/A
APPF
N/A
CAC PaybackMonths to recover
FSLY
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Fastly, Inc. trades at 5.6x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, Fastly, Inc. scores 18.0 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% 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.