Superior Fence & Rail vs 76 Fence

Superior Fence & Rail is the stronger opportunity right now, and the gap isn’t close. The dimension that dominates is TAM: 310 franchised units versus 1 means you’re selling into a real, repeatable base, not a single-location experiment. Even if you close both units at 76 Fence, you’ve exhausted the market; at Superior, you’re looking at a 310-unit pipeline that grew nearly 10% year-over-year, so your install base expands without you having to manufacture new logos.

Budget and terrain reinforce the TAM advantage. Superior’s AUV is nearly double at $3M, which gives operators more cash to absorb a software stack, and the approved-supplier procurement model means you don’t have to fight a corporate-mandated tech bundle—you can sell directly into the unit-level decision-maker. The tradeoff is royalty rate: Superior charges 6% versus 8%, so the franchisor takes a smaller cut, but that’s a margin detail for the franchisee, not a blocker for your software sale; if anything, it leaves more operating budget on the table.

Timing is the clincher. Superior’s FDD is current (2026), while 76 Fence’s filing is marked DUE—meaning stale financials and a franchisor that may not even be actively selling right now. You can’t build pipeline against a brand that isn’t keeping its legal disclosures current.

Verdict: Superior Fence & Rail gives you a large, growing, well-funded, and accessible TAM with current franchise disclosures; 76 Fence is a two-unit curiosity with a locked-down procurement stack and stale paperwork.