Summary Verdict
NTSK: 1—APPF: 4wins
Rule of 40
33.9NTSK
46.3APPF
check_circleAPPF leads
Revenue Growth
31.7%NTSK
21.5%APPF
check_circleNTSK leads
Gross Margin
68%NTSK
84%APPF
check_circleAPPF leads
FCF Margin
2.1%NTSK
24.8%APPF
check_circleAPPF leads
Operating Margin
-92.0%NTSK
15.8%APPF
check_circleAPPF leads
NRR
—NTSK
—APPF
Metric
Rule of 40Efficiency score
NTSK
33.9
APPF
46.3check_circle
Revenue GrowthYoY
NTSK
31.7%check_circle
APPF
21.5%
Gross Margin% of revenue
NTSK
68%
APPF
84%check_circle
FCF MarginFree cash flow
NTSK
2.1%
APPF
24.8%check_circle
Operating MarginGAAP
NTSK
-92.0%
APPF
15.8%check_circle
NRRNet retention
NTSK
N/A
APPF
N/A
EV / RevenueValuation multiple
NTSK
N/A
APPF
6.3x
Market CapUSD
NTSK
N/A
APPF
$6.1B
ARR GrowthYoY
NTSK
N/A
APPF
N/A
CAC PaybackMonths to recover
NTSK
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Netskope Inc trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Netskope Inc scores 33.9 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Netskope Inc 68% 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.