analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ALRM: 3—APLD: 2wins
Rule of 40
21.1ALRM
124.2APLD
check_circleAPLD leads
Revenue Growth
7.6%ALRM
171.1%APLD
check_circleAPLD leads
Gross Margin
66%ALRM
3%APLD
check_circleALRM leads
FCF Margin
13.6%ALRM
-46.9%APLD
check_circleALRM leads
Operating Margin
13.2%ALRM
-4.5%APLD
check_circleALRM leads
NRR
—ALRM
—APLD
Metric
Rule of 40Efficiency score
ALRM
21.1
APLD
124.2check_circle
Revenue GrowthYoY
ALRM
7.6%
APLD
171.1%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
APLD
3%
FCF MarginFree cash flow
ALRM
13.6%check_circle
APLD
-46.9%
Operating MarginGAAP
ALRM
13.2%check_circle
APLD
-4.5%
NRRNet retention
ALRM
N/A
APLD
N/A
EV / RevenueValuation multiple
ALRM
N/A
APLD
27.0x
Market CapUSD
ALRM
N/A
APLD
$10.0B
ARR GrowthYoY
ALRM
N/A
APLD
N/A
CAC PaybackMonths to recover
ALRM
N/A
APLD
N/A
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insights
Analysis
As of Q4 2025, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Applied Digital Corp. at 27.0x. On the Rule of 40, Alarm.com Holdings, Inc. scores 21.1 compared to Applied Digital Corp.'s 124.2, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Applied Digital Corp. 3%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.