Summary Verdict
KVYO: 2—APPF: 3wins
Rule of 40
48.5KVYO
46.3APPF
check_circleKVYO leads
Revenue Growth
31.6%KVYO
21.5%APPF
check_circleKVYO leads
Gross Margin
75%KVYO
84%APPF
check_circleAPPF leads
FCF Margin
16.9%KVYO
24.8%APPF
check_circleAPPF leads
Operating Margin
-5.5%KVYO
15.8%APPF
check_circleAPPF leads
NRR
—KVYO
—APPF
Metric
Rule of 40Efficiency score
KVYO
48.5check_circle
APPF
46.3
Revenue GrowthYoY
KVYO
31.6%check_circle
APPF
21.5%
Gross Margin% of revenue
KVYO
75%
APPF
84%check_circle
FCF MarginFree cash flow
KVYO
16.9%
APPF
24.8%check_circle
Operating MarginGAAP
KVYO
-5.5%
APPF
15.8%check_circle
NRRNet retention
KVYO
N/A
APPF
N/A
EV / RevenueValuation multiple
KVYO
N/A
APPF
6.3x
Market CapUSD
KVYO
N/A
APPF
$6.1B
ARR GrowthYoY
KVYO
N/A
APPF
N/A
CAC PaybackMonths to recover
KVYO
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Klaviyo, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Klaviyo, Inc. scores 48.5 compared to AppFolio, Inc.'s 46.3, placing Klaviyo, Inc. ahead in operating efficiency. Gross margins stand at Klaviyo, Inc. 75% 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.