analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ALRM: 1—ACIW: 4wins
Rule of 40
21.1ALRM
28.0ACIW
check_circleACIW leads
Revenue Growth
7.6%ALRM
10.4%ACIW
check_circleACIW leads
Gross Margin
66%ALRM
49%ACIW
check_circleALRM leads
FCF Margin
13.6%ALRM
17.6%ACIW
check_circleACIW leads
Operating Margin
13.2%ALRM
18.8%ACIW
check_circleACIW leads
NRR
—ALRM
—ACIW
Metric
Rule of 40Efficiency score
ALRM
21.1
ACIW
28.0check_circle
Revenue GrowthYoY
ALRM
7.6%
ACIW
10.4%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
ACIW
49%
FCF MarginFree cash flow
ALRM
13.6%
ACIW
17.6%check_circle
Operating MarginGAAP
ALRM
13.2%
ACIW
18.8%check_circle
NRRNet retention
ALRM
N/A
ACIW
N/A
EV / RevenueValuation multiple
ALRM
N/A
ACIW
N/A
Market CapUSD
ALRM
N/A
ACIW
N/A
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 Q4 2025, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 21.1 compared to ACI WORLDWIDE, INC.'s 28.0, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.