analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ZETA: 1—APPF: 4wins
Rule of 40
43.9ZETA
46.3APPF
check_circleAPPF leads
Revenue Growth
29.7%ZETA
21.5%APPF
check_circleZETA leads
Gross Margin
61%ZETA
84%APPF
check_circleAPPF leads
FCF Margin
14.2%ZETA
24.8%APPF
check_circleAPPF leads
Operating Margin
0.4%ZETA
15.8%APPF
check_circleAPPF leads
NRR
—ZETA
—APPF
Metric
Rule of 40Efficiency score
ZETA
43.9
APPF
46.3check_circle
Revenue GrowthYoY
ZETA
29.7%check_circle
APPF
21.5%
Gross Margin% of revenue
ZETA
61%
APPF
84%check_circle
FCF MarginFree cash flow
ZETA
14.2%
APPF
24.8%check_circle
Operating MarginGAAP
ZETA
0.4%
APPF
15.8%check_circle
NRRNet retention
ZETA
N/A
APPF
N/A
EV / RevenueValuation multiple
ZETA
N/A
APPF
6.3x
Market CapUSD
ZETA
N/A
APPF
$6.1B
ARR GrowthYoY
ZETA
N/A
APPF
N/A
CAC PaybackMonths to recover
ZETA
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Zeta Global Holdings Corp. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Zeta Global Holdings Corp. scores 43.9 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Zeta Global Holdings Corp. 61% 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.