Summary Verdict
APPF: 3—KVYO: 2wins
Rule of 40
33.4APPF
38.5KVYO
check_circleKVYO leads
Revenue Growth
21.5%APPF
32.5%KVYO
check_circleKVYO leads
Gross Margin
86%APPF
76%KVYO
check_circleAPPF leads
FCF Margin
11.9%APPF
6.0%KVYO
check_circleAPPF leads
Operating Margin
16.6%APPF
-5.2%KVYO
check_circleAPPF leads
NRR
—APPF
—KVYO
Metric
Rule of 40Efficiency score
APPF
33.4
KVYO
38.5check_circle
Revenue GrowthYoY
APPF
21.5%
KVYO
32.5%check_circle
Gross Margin% of revenue
APPF
86%check_circle
KVYO
76%
FCF MarginFree cash flow
APPF
11.9%check_circle
KVYO
6.0%
Operating MarginGAAP
APPF
16.6%check_circle
KVYO
-5.2%
NRRNet retention
APPF
N/A
KVYO
N/A
EV / RevenueValuation multiple
APPF
N/A
KVYO
N/A
Market CapUSD
APPF
N/A
KVYO
N/A
ARR GrowthYoY
APPF
N/A
KVYO
N/A
CAC PaybackMonths to recover
APPF
N/A
KVYO
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Klaviyo, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Klaviyo, Inc.'s 38.5, placing Klaviyo, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Klaviyo, Inc. 76%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.