Summary Verdict
SQ: 5—APPF: 0wins
Rule of 40
99.5SQ
33.4APPF
check_circleSQ leads
Revenue Growth
44.8%SQ
21.5%APPF
check_circleSQ leads
Gross Margin
324%SQ
86%APPF
check_circleSQ leads
FCF Margin
54.8%SQ
11.9%APPF
check_circleSQ leads
Operating Margin
32.8%SQ
16.6%APPF
check_circleSQ leads
NRR
—SQ
—APPF
Metric
Rule of 40Efficiency score
SQ
99.5check_circle
APPF
33.4
Revenue GrowthYoY
SQ
44.8%check_circle
APPF
21.5%
Gross Margin% of revenue
SQ
324%check_circle
APPF
86%
FCF MarginFree cash flow
SQ
54.8%check_circle
APPF
11.9%
Operating MarginGAAP
SQ
32.8%check_circle
APPF
16.6%
NRRNet retention
SQ
N/A
APPF
N/A
EV / RevenueValuation multiple
SQ
11.4x
APPF
6.1xcheck_circle
Market CapUSD
SQ
$40.5Bcheck_circle
APPF
$5.9B
ARR GrowthYoY
SQ
N/A
APPF
N/A
CAC PaybackMonths to recover
SQ
N/A
APPF
N/A
Advertisement
insights
Analysis
As of Q4 2018, Block, Inc. trades at 11.4x EV/Revenue versus AppFolio, Inc. at 6.1x. On the Rule of 40, Block, Inc. scores 99.5 compared to AppFolio, Inc.'s 33.4, placing Block, Inc. ahead in operating efficiency. Gross margins stand at Block, Inc. 324% 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.