AppFolio, Inc. vs Netskope Inc
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 5—NTSK: 0wins
Rule of 40
40.6APPF
28.9NTSK
check_circleAPPF leads
Revenue Growth
29.5%APPF
26.7%NTSK
check_circleAPPF leads
Gross Margin
87%APPF
67%NTSK
check_circleAPPF leads
FCF Margin
11.2%APPF
2.2%NTSK
check_circleAPPF leads
Operating Margin
17.4%APPF
-96.0%NTSK
check_circleAPPF leads
NRR
—APPF
—NTSK
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
NTSK
28.9
Revenue GrowthYoY
APPF
29.5%check_circle
NTSK
26.7%
Gross Margin% of revenue
APPF
87%check_circle
NTSK
67%
FCF MarginFree cash flow
APPF
11.2%check_circle
NTSK
2.2%
Operating MarginGAAP
APPF
17.4%check_circle
NTSK
-96.0%
NRRNet retention
APPF
N/A
NTSK
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
NTSK
7.2x
Market CapUSD
APPF
$6.4Bcheck_circle
NTSK
$5.1B
ARR GrowthYoY
APPF
N/A
NTSK
N/A
CAC PaybackMonths to recover
APPF
N/A
NTSK
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Netskope Inc at 7.2x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Netskope Inc's 28.9, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Netskope Inc 67%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.