analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
AI: 0—ALRM: 5wins
Rule of 40
-33.9AI
18.7ALRM
check_circleALRM leads
Revenue Growth
-4.2%AI
8.0%ALRM
check_circleALRM leads
Gross Margin
42%AI
66%ALRM
check_circleALRM leads
FCF Margin
-29.7%AI
10.7%ALRM
check_circleALRM leads
Operating Margin
-156.3%AI
12.8%ALRM
check_circleALRM leads
NRR
—AI
—ALRM
Metric
Rule of 40Efficiency score
AI
-33.9
ALRM
18.7check_circle
Revenue GrowthYoY
AI
-4.2%
ALRM
8.0%check_circle
Gross Margin% of revenue
AI
42%
ALRM
66%check_circle
FCF MarginFree cash flow
AI
-29.7%
ALRM
10.7%check_circle
Operating MarginGAAP
AI
-156.3%
ALRM
12.8%check_circle
NRRNet retention
AI
N/A
ALRM
N/A
EV / RevenueValuation multiple
AI
4.4x
ALRM
1.1xcheck_circle
Market CapUSD
AI
$1.5B
ALRM
$2.2Bcheck_circle
ARR GrowthYoY
AI
N/A
ALRM
N/A
CAC PaybackMonths to recover
AI
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, C3.ai, Inc. trades at 4.4x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, C3.ai, Inc. scores -33.9 compared to Alarm.com Holdings, Inc.'s 18.7, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at C3.ai, Inc. 42% 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.