analyticsVertical SaaS
Data as of Q3 2025
Summary Verdict
ACIW: 4—ALRM: 1wins
Rule of 40
26.4ACIW
19.2ALRM
check_circleACIW leads
Revenue Growth
8.5%ACIW
5.3%ALRM
check_circleACIW leads
Gross Margin
50%ACIW
68%ALRM
check_circleALRM leads
FCF Margin
17.9%ACIW
13.8%ALRM
check_circleACIW leads
Operating Margin
19.1%ACIW
13.5%ALRM
check_circleACIW leads
NRR
—ACIW
—ALRM
Metric
Rule of 40Efficiency score
ACIW
26.4check_circle
ALRM
19.2
Revenue GrowthYoY
ACIW
8.5%check_circle
ALRM
5.3%
Gross Margin% of revenue
ACIW
50%
ALRM
68%check_circle
FCF MarginFree cash flow
ACIW
17.9%check_circle
ALRM
13.8%
Operating MarginGAAP
ACIW
19.1%check_circle
ALRM
13.5%
NRRNet retention
ACIW
N/A
ALRM
N/A
EV / RevenueValuation multiple
ACIW
2.9x
ALRM
1.4xcheck_circle
Market CapUSD
ACIW
$4.4Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
ACIW
N/A
ALRM
N/A
CAC PaybackMonths to recover
ACIW
N/A
ALRM
N/A
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insights
Analysis
As of Q3 2025, ACI WORLDWIDE, INC. trades at 2.9x EV/Revenue versus Alarm.com Holdings, Inc. at 1.4x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.4 compared to Alarm.com Holdings, Inc.'s 19.2, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 50% vs Alarm.com Holdings, Inc. 68%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.