Summary Verdict
QLYS: 3—APPF: 2wins
Rule of 40
55.6QLYS
46.3APPF
check_circleQLYS leads
Revenue Growth
10.1%QLYS
21.5%APPF
check_circleAPPF leads
Gross Margin
83%QLYS
84%APPF
check_circleAPPF leads
FCF Margin
45.5%QLYS
24.8%APPF
check_circleQLYS leads
Operating Margin
33.2%QLYS
15.8%APPF
check_circleQLYS leads
NRR
—QLYS
—APPF
Metric
Rule of 40Efficiency score
QLYS
55.6check_circle
APPF
46.3
Revenue GrowthYoY
QLYS
10.1%
APPF
21.5%check_circle
Gross Margin% of revenue
QLYS
83%
APPF
84%check_circle
FCF MarginFree cash flow
QLYS
45.5%check_circle
APPF
24.8%
Operating MarginGAAP
QLYS
33.2%check_circle
APPF
15.8%
NRRNet retention
QLYS
N/A
APPF
N/A
EV / RevenueValuation multiple
QLYS
N/A
APPF
6.3x
Market CapUSD
QLYS
N/A
APPF
$6.1B
ARR GrowthYoY
QLYS
N/A
APPF
N/A
CAC PaybackMonths to recover
QLYS
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, QUALYS, INC. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, QUALYS, INC. scores 55.6 compared to AppFolio, Inc.'s 46.3, placing QUALYS, INC. ahead in operating efficiency. Gross margins stand at QUALYS, INC. 83% 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.