Summary Verdict
NET: 3—ACIW: 2wins
Rule of 40
43.1NET
28.0ACIW
check_circleNET leads
Revenue Growth
29.9%NET
10.4%ACIW
check_circleNET leads
Gross Margin
75%NET
49%ACIW
check_circleNET leads
FCF Margin
13.3%NET
17.6%ACIW
check_circleACIW leads
Operating Margin
-9.6%NET
18.8%ACIW
check_circleACIW leads
NRR
—NET
—ACIW
Metric
Rule of 40Efficiency score
NET
43.1check_circle
ACIW
28.0
Revenue GrowthYoY
NET
29.9%check_circle
ACIW
10.4%
Gross Margin% of revenue
NET
75%check_circle
ACIW
49%
FCF MarginFree cash flow
NET
13.3%
ACIW
17.6%check_circle
Operating MarginGAAP
NET
-9.6%
ACIW
18.8%check_circle
NRRNet retention
NET
N/A
ACIW
N/A
EV / RevenueValuation multiple
NET
N/A
ACIW
N/A
Market CapUSD
NET
N/A
ACIW
N/A
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 Q4 2025, Cloudflare, Inc. trades at N/A EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, Cloudflare, Inc. scores 43.1 compared to ACI WORLDWIDE, INC.'s 28.0, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 75% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.