analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 3—ZETA: 2wins
Rule of 40
33.4APPF
38.5ZETA
check_circleZETA leads
Revenue Growth
21.5%APPF
29.9%ZETA
check_circleZETA leads
Gross Margin
86%APPF
60%ZETA
check_circleAPPF leads
FCF Margin
11.9%APPF
8.6%ZETA
check_circleAPPF leads
Operating Margin
16.6%APPF
-2.4%ZETA
check_circleAPPF leads
NRR
—APPF
—ZETA
Metric
Rule of 40Efficiency score
APPF
33.4
ZETA
38.5check_circle
Revenue GrowthYoY
APPF
21.5%
ZETA
29.9%check_circle
Gross Margin% of revenue
APPF
86%check_circle
ZETA
60%
FCF MarginFree cash flow
APPF
11.9%check_circle
ZETA
8.6%
Operating MarginGAAP
APPF
16.6%check_circle
ZETA
-2.4%
NRRNet retention
APPF
N/A
ZETA
N/A
EV / RevenueValuation multiple
APPF
N/A
ZETA
N/A
Market CapUSD
APPF
N/A
ZETA
N/A
ARR GrowthYoY
APPF
N/A
ZETA
N/A
CAC PaybackMonths to recover
APPF
N/A
ZETA
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Zeta Global Holdings Corp. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Zeta Global Holdings Corp.'s 38.5, placing Zeta Global Holdings Corp. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Zeta Global Holdings Corp. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.