Summary Verdict
FSLY: 0—APPF: 5wins
Rule of 40
25.3FSLY
46.3APPF
check_circleAPPF leads
Revenue Growth
14.8%FSLY
21.5%APPF
check_circleAPPF leads
Gross Margin
57%FSLY
84%APPF
check_circleAPPF leads
FCF Margin
10.5%FSLY
24.8%APPF
check_circleAPPF leads
Operating Margin
-19.1%FSLY
15.8%APPF
check_circleAPPF leads
NRR
—FSLY
—APPF
Metric
Rule of 40Efficiency score
FSLY
25.3
APPF
46.3check_circle
Revenue GrowthYoY
FSLY
14.8%
APPF
21.5%check_circle
Gross Margin% of revenue
FSLY
57%
APPF
84%check_circle
FCF MarginFree cash flow
FSLY
10.5%
APPF
24.8%check_circle
Operating MarginGAAP
FSLY
-19.1%
APPF
15.8%check_circle
NRRNet retention
FSLY
N/A
APPF
N/A
EV / RevenueValuation multiple
FSLY
N/A
APPF
6.3x
Market CapUSD
FSLY
N/A
APPF
$6.1B
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 Q4 2025, Fastly, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Fastly, Inc. scores 25.3 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% 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.