analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 3—ALRM: 2wins
Rule of 40
24.2ACIW
18.7ALRM
check_circleACIW leads
Revenue Growth
6.9%ACIW
8.0%ALRM
check_circleALRM leads
Gross Margin
47%ACIW
66%ALRM
check_circleALRM leads
FCF Margin
17.3%ACIW
10.7%ALRM
check_circleACIW leads
Operating Margin
16.4%ACIW
12.8%ALRM
check_circleACIW leads
NRR
—ACIW
—ALRM
Metric
Rule of 40Efficiency score
ACIW
24.2check_circle
ALRM
18.7
Revenue GrowthYoY
ACIW
6.9%
ALRM
8.0%check_circle
Gross Margin% of revenue
ACIW
47%
ALRM
66%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
ALRM
10.7%
Operating MarginGAAP
ACIW
16.4%check_circle
ALRM
12.8%
NRRNet retention
ACIW
N/A
ALRM
N/A
EV / RevenueValuation multiple
ACIW
3.0x
ALRM
1.1xcheck_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 Q1 2026, ACI WORLDWIDE, INC. trades at 3.0x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to Alarm.com Holdings, Inc.'s 18.7, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs Alarm.com Holdings, Inc. 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.