analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
YOU: 3—APPF: 1wins
Rule of 40
55.0YOU
46.3APPF
check_circleYOU leads
Revenue Growth
16.9%YOU
21.5%APPF
check_circleAPPF leads
Gross Margin
—YOU
84%APPF
FCF Margin
38.1%YOU
24.8%APPF
check_circleYOU leads
Operating Margin
20.7%YOU
15.8%APPF
check_circleYOU leads
NRR
—YOU
—APPF
Metric
Rule of 40Efficiency score
YOU
55.0check_circle
APPF
46.3
Revenue GrowthYoY
YOU
16.9%
APPF
21.5%check_circle
Gross Margin% of revenue
YOU
N/A
APPF
84%
FCF MarginFree cash flow
YOU
38.1%check_circle
APPF
24.8%
Operating MarginGAAP
YOU
20.7%check_circle
APPF
15.8%
NRRNet retention
YOU
N/A
APPF
N/A
EV / RevenueValuation multiple
YOU
N/A
APPF
6.3x
Market CapUSD
YOU
N/A
APPF
$6.1B
ARR GrowthYoY
YOU
N/A
APPF
N/A
CAC PaybackMonths to recover
YOU
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Clear Secure, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Clear Secure, Inc. scores 55.0 compared to AppFolio, Inc.'s 46.3, placing Clear Secure, Inc. ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.