Summary Verdict
APPF: 2—QLYS: 3wins
Rule of 40
33.4APPF
62.1QLYS
check_circleQLYS leads
Revenue Growth
21.5%APPF
10.2%QLYS
check_circleAPPF leads
Gross Margin
86%APPF
83%QLYS
check_circleAPPF leads
FCF Margin
11.9%APPF
51.9%QLYS
check_circleQLYS leads
Operating Margin
16.6%APPF
33.5%QLYS
check_circleQLYS leads
NRR
—APPF
—QLYS
Metric
Rule of 40Efficiency score
APPF
33.4
QLYS
62.1check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
QLYS
10.2%
Gross Margin% of revenue
APPF
86%check_circle
QLYS
83%
FCF MarginFree cash flow
APPF
11.9%
QLYS
51.9%check_circle
Operating MarginGAAP
APPF
16.6%
QLYS
33.5%check_circle
NRRNet retention
APPF
N/A
QLYS
N/A
EV / RevenueValuation multiple
APPF
N/A
QLYS
N/A
Market CapUSD
APPF
N/A
QLYS
N/A
ARR GrowthYoY
APPF
N/A
QLYS
N/A
CAC PaybackMonths to recover
APPF
N/A
QLYS
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus QUALYS, INC. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to QUALYS, INC.'s 62.1, placing QUALYS, INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs QUALYS, INC. 83%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.