analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NET: 3—ACIW: 2wins
Rule of 40
41.1NET
24.2ACIW
check_circleNET leads
Revenue Growth
31.4%NET
6.9%ACIW
check_circleNET leads
Gross Margin
74%NET
47%ACIW
check_circleNET leads
FCF Margin
9.7%NET
17.3%ACIW
check_circleACIW leads
Operating Margin
-10.0%NET
16.4%ACIW
check_circleACIW leads
NRR
—NET
—ACIW
Metric
Rule of 40Efficiency score
NET
41.1check_circle
ACIW
24.2
Revenue GrowthYoY
NET
31.4%check_circle
ACIW
6.9%
Gross Margin% of revenue
NET
74%check_circle
ACIW
47%
FCF MarginFree cash flow
NET
9.7%
ACIW
17.3%check_circle
Operating MarginGAAP
NET
-10.0%
ACIW
16.4%check_circle
NRRNet retention
NET
N/A
ACIW
N/A
EV / RevenueValuation multiple
NET
40.2x
ACIW
3.0xcheck_circle
Market CapUSD
NET
$88.4Bcheck_circle
ACIW
$4.4B
ARR GrowthYoY
NET
N/A
ACIW
N/A
CAC PaybackMonths to recover
NET
N/A
ACIW
N/A
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insights
Analysis
As of Q1 2026, Cloudflare, Inc. trades at 40.2x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Cloudflare, Inc. scores 41.1 compared to ACI WORLDWIDE, INC.'s 24.2, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 74% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.