AppFolio, Inc. vs Gloo Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 2—GLOO: 2wins
Rule of 40
33.4APPF
210.2GLOO
check_circleGLOO leads
Revenue Growth
21.5%APPF
298.5%GLOO
check_circleGLOO leads
Gross Margin
86%APPF
—GLOO
FCF Margin
11.9%APPF
-88.3%GLOO
check_circleAPPF leads
Operating Margin
16.6%APPF
-86.7%GLOO
check_circleAPPF leads
NRR
—APPF
—GLOO
Metric
Rule of 40Efficiency score
APPF
33.4
GLOO
210.2check_circle
Revenue GrowthYoY
APPF
21.5%
GLOO
298.5%check_circle
Gross Margin% of revenue
APPF
86%
GLOO
N/A
FCF MarginFree cash flow
APPF
11.9%check_circle
GLOO
-88.3%
Operating MarginGAAP
APPF
16.6%check_circle
GLOO
-86.7%
NRRNet retention
APPF
N/A
GLOO
N/A
EV / RevenueValuation multiple
APPF
6.7x
GLOO
N/A
Market CapUSD
APPF
$6.4B
GLOO
N/A
ARR GrowthYoY
APPF
N/A
GLOO
N/A
CAC PaybackMonths to recover
APPF
N/A
GLOO
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus Gloo Holdings, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Gloo Holdings, Inc.'s 210.2, 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.