analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
AI: 1—ALRM: 4wins
Rule of 40
-19.2AI
21.1ALRM
check_circleALRM leads
Revenue Growth
-4.2%AI
7.6%ALRM
check_circleALRM leads
Gross Margin
79%AI
66%ALRM
check_circleAI leads
FCF Margin
-14.9%AI
13.6%ALRM
check_circleALRM leads
Operating Margin
-109.1%AI
13.2%ALRM
check_circleALRM leads
NRR
—AI
—ALRM
Metric
Rule of 40Efficiency score
AI
-19.2
ALRM
21.1check_circle
Revenue GrowthYoY
AI
-4.2%
ALRM
7.6%check_circle
Gross Margin% of revenue
AI
79%check_circle
ALRM
66%
FCF MarginFree cash flow
AI
-14.9%
ALRM
13.6%check_circle
Operating MarginGAAP
AI
-109.1%
ALRM
13.2%check_circle
NRRNet retention
AI
N/A
ALRM
N/A
EV / RevenueValuation multiple
AI
3.6x
ALRM
N/A
Market CapUSD
AI
$1.2B
ALRM
N/A
ARR GrowthYoY
AI
N/A
ALRM
N/A
CAC PaybackMonths to recover
AI
N/A
ALRM
N/A
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Analysis
As of Q1 2026, C3.ai, Inc. trades at 3.6x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, C3.ai, Inc. scores -19.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at C3.ai, Inc. 79% 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.