analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
GLOO: 2—APPF: 2wins
Rule of 40
221.4GLOO
33.4APPF
check_circleGLOO leads
Revenue Growth
307.7%GLOO
21.5%APPF
check_circleGLOO leads
Gross Margin
—GLOO
86%APPF
FCF Margin
-86.3%GLOO
11.9%APPF
check_circleAPPF leads
Operating Margin
-114.3%GLOO
16.6%APPF
check_circleAPPF leads
NRR
—GLOO
—APPF
Metric
Rule of 40Efficiency score
GLOO
221.4check_circle
APPF
33.4
Revenue GrowthYoY
GLOO
307.7%check_circle
APPF
21.5%
Gross Margin% of revenue
GLOO
N/A
APPF
86%
FCF MarginFree cash flow
GLOO
-86.3%
APPF
11.9%check_circle
Operating MarginGAAP
GLOO
-114.3%
APPF
16.6%check_circle
NRRNet retention
GLOO
N/A
APPF
N/A
EV / RevenueValuation multiple
GLOO
1.0xcheck_circle
APPF
6.2x
Market CapUSD
GLOO
$119.6M
APPF
$6.0Bcheck_circle
ARR GrowthYoY
GLOO
N/A
APPF
N/A
CAC PaybackMonths to recover
GLOO
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Gloo Holdings, Inc. trades at 1.0x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, Gloo Holdings, Inc. scores 221.4 compared to AppFolio, Inc.'s 33.4, placing Gloo Holdings, Inc. ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.