analyticsVertical SaaS
Data as of Q4 2018
Summary Verdict
VRNS: 4—APPF: 1wins
Rule of 40
75.4VRNS
46.3APPF
check_circleVRNS leads
Revenue Growth
25.5%VRNS
21.5%APPF
check_circleVRNS leads
Gross Margin
182%VRNS
84%APPF
check_circleVRNS leads
FCF Margin
49.9%VRNS
24.8%APPF
check_circleVRNS leads
Operating Margin
-54.2%VRNS
15.8%APPF
check_circleAPPF leads
NRR
—VRNS
—APPF
Metric
Rule of 40Efficiency score
VRNS
75.4check_circle
APPF
46.3
Revenue GrowthYoY
VRNS
25.5%check_circle
APPF
21.5%
Gross Margin% of revenue
VRNS
182%check_circle
APPF
84%
FCF MarginFree cash flow
VRNS
49.9%check_circle
APPF
24.8%
Operating MarginGAAP
VRNS
-54.2%
APPF
15.8%check_circle
NRRNet retention
VRNS
N/A
APPF
N/A
EV / RevenueValuation multiple
VRNS
N/A
APPF
6.3x
Market CapUSD
VRNS
N/A
APPF
$6.1B
ARR GrowthYoY
VRNS
N/A
APPF
N/A
CAC PaybackMonths to recover
VRNS
N/A
APPF
N/A
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Analysis
As of Q4 2018, VARONIS SYSTEMS INC trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, VARONIS SYSTEMS INC scores 75.4 compared to AppFolio, Inc.'s 46.3, placing VARONIS SYSTEMS INC ahead in operating efficiency. Gross margins stand at VARONIS SYSTEMS INC 182% 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.