Summary Verdict
OOMA: 1—APPF: 4wins
Rule of 40
28.8OOMA
46.3APPF
check_circleAPPF leads
Revenue Growth
9.5%OOMA
21.5%APPF
check_circleAPPF leads
Gross Margin
146%OOMA
84%APPF
check_circleOOMA leads
FCF Margin
19.3%OOMA
24.8%APPF
check_circleAPPF leads
Operating Margin
3.7%OOMA
15.8%APPF
check_circleAPPF leads
NRR
—OOMA
—APPF
Metric
Rule of 40Efficiency score
OOMA
28.8
APPF
46.3check_circle
Revenue GrowthYoY
OOMA
9.5%
APPF
21.5%check_circle
Gross Margin% of revenue
OOMA
146%check_circle
APPF
84%
FCF MarginFree cash flow
OOMA
19.3%
APPF
24.8%check_circle
Operating MarginGAAP
OOMA
3.7%
APPF
15.8%check_circle
NRRNet retention
OOMA
N/A
APPF
N/A
EV / RevenueValuation multiple
OOMA
4.1xcheck_circle
APPF
6.3x
Market CapUSD
OOMA
$441.6M
APPF
$6.1Bcheck_circle
ARR GrowthYoY
OOMA
N/A
APPF
N/A
CAC PaybackMonths to recover
OOMA
N/A
APPF
N/A
Advertisement
insights
Analysis
As of Q2 2018, OOMA INC trades at 4.1x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, OOMA INC scores 28.8 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at OOMA INC 146% 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.