analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—ACIW: 3wins
Rule of 40
18.7ALRM
24.2ACIW
check_circleACIW leads
Revenue Growth
8.0%ALRM
6.9%ACIW
check_circleALRM leads
Gross Margin
66%ALRM
47%ACIW
check_circleALRM leads
FCF Margin
10.7%ALRM
17.3%ACIW
check_circleACIW leads
Operating Margin
12.8%ALRM
16.4%ACIW
check_circleACIW leads
NRR
—ALRM
—ACIW
Metric
Rule of 40Efficiency score
ALRM
18.7
ACIW
24.2check_circle
Revenue GrowthYoY
ALRM
8.0%check_circle
ACIW
6.9%
Gross Margin% of revenue
ALRM
66%check_circle
ACIW
47%
FCF MarginFree cash flow
ALRM
10.7%
ACIW
17.3%check_circle
Operating MarginGAAP
ALRM
12.8%
ACIW
16.4%check_circle
NRRNet retention
ALRM
N/A
ACIW
N/A
EV / RevenueValuation multiple
ALRM
1.1xcheck_circle
ACIW
3.0x
Market CapUSD
ALRM
$2.2B
ACIW
$4.4Bcheck_circle
ARR GrowthYoY
ALRM
N/A
ACIW
N/A
CAC PaybackMonths to recover
ALRM
N/A
ACIW
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at 1.1x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to ACI WORLDWIDE, INC.'s 24.2, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.