analyticsVertical SaaS
Data as of Q2 2024
Summary Verdict
PWSC: 0—APPF: 5wins
Rule of 40
-21.0PWSC
33.4APPF
check_circleAPPF leads
Revenue Growth
16.2%PWSC
21.5%APPF
check_circleAPPF leads
Gross Margin
59%PWSC
86%APPF
check_circleAPPF leads
FCF Margin
-37.1%PWSC
11.9%APPF
check_circleAPPF leads
Operating Margin
2.3%PWSC
16.6%APPF
check_circleAPPF leads
NRR
—PWSC
—APPF
Metric
Rule of 40Efficiency score
PWSC
-21.0
APPF
33.4check_circle
Revenue GrowthYoY
PWSC
16.2%
APPF
21.5%check_circle
Gross Margin% of revenue
PWSC
59%
APPF
86%check_circle
FCF MarginFree cash flow
PWSC
-37.1%
APPF
11.9%check_circle
Operating MarginGAAP
PWSC
2.3%
APPF
16.6%check_circle
NRRNet retention
PWSC
N/A
APPF
N/A
EV / RevenueValuation multiple
PWSC
6.2x
APPF
6.0xcheck_circle
Market CapUSD
PWSC
$3.8B
APPF
$5.8Bcheck_circle
ARR GrowthYoY
PWSC
N/A
APPF
N/A
CAC PaybackMonths to recover
PWSC
N/A
APPF
N/A
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Analysis
As of Q2 2024, PowerSchool Holdings, Inc. trades at 6.2x EV/Revenue versus AppFolio, Inc. at 6.0x. On the Rule of 40, PowerSchool Holdings, Inc. scores -21.0 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at PowerSchool Holdings, Inc. 59% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.