cust.co / Compare / AppFolio vs Alarm.com

AppFolio vs Alarm.com - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Real Estate SaaS. Both at Public stage.

AppFolio leads by +18pp on latest NRR (112% vs 94%).

NRR over time

90%98%106%114%122% FY-2019FY-2020FY2024-Q2FY2024-Q3FY2024-Q4FY2025-Q1FY2025-Q2 NRR AppFolio Alarm.com AppFolio - FY-2019: 118% AppFolio - FY-2020: 112% Alarm.com - FY2024-Q2: 94% Alarm.com - FY2024-Q3: 95% Alarm.com - FY2024-Q4: 95% Alarm.com - FY2025-Q1: 95% Alarm.com - FY2025-Q2: 94%

AppFolio hit a higher all-time peak (118% in FY-2019).

Stat-by-stat

Metric AppFolio Alarm.com
Latest NRR 112% 94%
All-time peak NRR 118% 95%
All-time low NRR 112% 94%
QoQ change -6pp -1pp
YoY change - +0pp
3-year change - -
Disclosures tracked 2 5

Customer cohorts

MetricAppFolioAlarm.com
Total customers 22,500 -
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - 46%
Average ACV - -
US revenue mix - 94%

Commercial structure

MetricAppFolioAlarm.com
Total RPO - -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - 120 mo
Subscription rev mix 22% 68.4%
New customers added 1,236 -

Post-sales motion

MetricAppFolioAlarm.com
CS team size - -
Customers per CSM - -
Pricing model hybrid subscription
Renewal cadence annual monthly
CSM coverage model hybrid account-named
Top customer exec - -

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