Summary Verdict
SKLZ: 1—APPF: 4wins
Rule of 40
-54.8SKLZ
46.3APPF
check_circleAPPF leads
Revenue Growth
12.5%SKLZ
21.5%APPF
check_circleAPPF leads
Gross Margin
88%SKLZ
84%APPF
check_circleSKLZ leads
FCF Margin
-67.3%SKLZ
24.8%APPF
check_circleAPPF leads
Operating Margin
-61.2%SKLZ
15.8%APPF
check_circleAPPF leads
NRR
—SKLZ
—APPF
Metric
Rule of 40Efficiency score
SKLZ
-54.8
APPF
46.3check_circle
Revenue GrowthYoY
SKLZ
12.5%
APPF
21.5%check_circle
Gross Margin% of revenue
SKLZ
88%check_circle
APPF
84%
FCF MarginFree cash flow
SKLZ
-67.3%
APPF
24.8%check_circle
Operating MarginGAAP
SKLZ
-61.2%
APPF
15.8%check_circle
NRRNet retention
SKLZ
N/A
APPF
N/A
EV / RevenueValuation multiple
SKLZ
N/A
APPF
6.3x
Market CapUSD
SKLZ
N/A
APPF
$6.1B
ARR GrowthYoY
SKLZ
N/A
APPF
N/A
CAC PaybackMonths to recover
SKLZ
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Skillz Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Skillz Inc. scores -54.8 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Skillz Inc. 88% 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.