cust.co / Compare / AppFolio vs Compass

AppFolio vs Compass - 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.

Compass leads by +6pp on latest NRR (118% vs 112%).

NRR over time

111%113%115%117%119% FY-2019FY-2020FY2025-Q4 NRR AppFolio Compass AppFolio - FY-2019: 118% AppFolio - FY-2020: 112% Compass - FY2025-Q4: 118%

Stat-by-stat

Metric AppFolio Compass
Latest NRR 112% 118%
All-time peak NRR 118% 118%
All-time low NRR 112% 118%
QoQ change -6pp -
YoY change - -
3-year change - -
Disclosures tracked 2 1

Customer cohorts

MetricAppFolioCompass
Total customers 22,500 330,000
Over $100K ARR - 1,420
Over $1M ARR - 112
Top-10 concentration - 14%
Average ACV - -
US revenue mix - 68%

Commercial structure

MetricAppFolioCompass
Total RPO - -
Current RPO (12mo) - -
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 22% -
New customers added 1,236 3,503

Post-sales motion

MetricAppFolioCompass
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence annual annual
CSM coverage model hybrid account-named
Top customer exec - -

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