analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ADP: 4—ALRM: 1wins
Rule of 40
33.4ADP
21.1ALRM
check_circleADP leads
Revenue Growth
10.1%ADP
7.6%ALRM
check_circleADP leads
Gross Margin
6%ADP
66%ALRM
check_circleALRM leads
FCF Margin
23.4%ADP
13.6%ALRM
check_circleADP leads
Operating Margin
25.1%ADP
13.2%ALRM
check_circleADP leads
NRR
—ADP
—ALRM
Metric
Rule of 40Efficiency score
ADP
33.4check_circle
ALRM
21.1
Revenue GrowthYoY
ADP
10.1%check_circle
ALRM
7.6%
Gross Margin% of revenue
ADP
6%
ALRM
66%check_circle
FCF MarginFree cash flow
ADP
23.4%check_circle
ALRM
13.6%
Operating MarginGAAP
ADP
25.1%check_circle
ALRM
13.2%
NRRNet retention
ADP
N/A
ALRM
N/A
EV / RevenueValuation multiple
ADP
3.6x
ALRM
N/A
Market CapUSD
ADP
$79.1B
ALRM
N/A
ARR GrowthYoY
ADP
N/A
ALRM
N/A
CAC PaybackMonths to recover
ADP
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, AUTOMATIC DATA PROCESSING INC trades at 3.6x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, AUTOMATIC DATA PROCESSING INC scores 33.4 compared to Alarm.com Holdings, Inc.'s 21.1, placing AUTOMATIC DATA PROCESSING INC ahead in operating efficiency. Gross margins stand at AUTOMATIC DATA PROCESSING INC 6% 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.