analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—APLD: 2wins
Rule of 40
18.7ALRM
118.6APLD
check_circleAPLD leads
Revenue Growth
8.0%ALRM
171.1%APLD
check_circleAPLD leads
Gross Margin
66%ALRM
1%APLD
check_circleALRM leads
FCF Margin
10.7%ALRM
-52.5%APLD
check_circleALRM leads
Operating Margin
12.8%ALRM
-42.6%APLD
check_circleALRM leads
NRR
—ALRM
—APLD
Metric
Rule of 40Efficiency score
ALRM
18.7
APLD
118.6check_circle
Revenue GrowthYoY
ALRM
8.0%
APLD
171.1%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
APLD
1%
FCF MarginFree cash flow
ALRM
10.7%check_circle
APLD
-52.5%
Operating MarginGAAP
ALRM
12.8%check_circle
APLD
-42.6%
NRRNet retention
ALRM
N/A
APLD
N/A
EV / RevenueValuation multiple
ALRM
1.1xcheck_circle
APLD
30.6x
Market CapUSD
ALRM
$2.2B
APLD
$11.3Bcheck_circle
ARR GrowthYoY
ALRM
N/A
APLD
N/A
CAC PaybackMonths to recover
ALRM
N/A
APLD
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at 1.1x EV/Revenue versus Applied Digital Corp. at 30.6x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Applied Digital Corp.'s 118.6, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Applied Digital Corp. 1%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.