Summary Verdict
XYZ: 5—APPF: 0wins
Rule of 40
120.4XYZ
46.3APPF
check_circleXYZ leads
Revenue Growth
44.8%XYZ
21.5%APPF
check_circleXYZ leads
Gross Margin
323%XYZ
84%APPF
check_circleXYZ leads
FCF Margin
75.6%XYZ
24.8%APPF
check_circleXYZ leads
Operating Margin
53.3%XYZ
15.8%APPF
check_circleXYZ leads
NRR
—XYZ
—APPF
Metric
Rule of 40Efficiency score
XYZ
120.4check_circle
APPF
46.3
Revenue GrowthYoY
XYZ
44.8%check_circle
APPF
21.5%
Gross Margin% of revenue
XYZ
323%check_circle
APPF
84%
FCF MarginFree cash flow
XYZ
75.6%check_circle
APPF
24.8%
Operating MarginGAAP
XYZ
53.3%check_circle
APPF
15.8%
NRRNet retention
XYZ
N/A
APPF
N/A
EV / RevenueValuation multiple
XYZ
N/A
APPF
6.3x
Market CapUSD
XYZ
N/A
APPF
$6.1B
ARR GrowthYoY
XYZ
N/A
APPF
N/A
CAC PaybackMonths to recover
XYZ
N/A
APPF
N/A
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insights
Analysis
As of Q4 2018, Block, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Block, Inc. scores 120.4 compared to AppFolio, Inc.'s 46.3, placing Block, Inc. ahead in operating efficiency. Gross margins stand at Block, Inc. 323% 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.