analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ALRM: 0—APPF: 5wins
Rule of 40
21.1ALRM
46.3APPF
check_circleAPPF leads
Revenue Growth
7.6%ALRM
21.5%APPF
check_circleAPPF leads
Gross Margin
66%ALRM
84%APPF
check_circleAPPF leads
FCF Margin
13.6%ALRM
24.8%APPF
check_circleAPPF leads
Operating Margin
13.2%ALRM
15.8%APPF
check_circleAPPF leads
NRR
—ALRM
—APPF
Metric
Rule of 40Efficiency score
ALRM
21.1
APPF
46.3check_circle
Revenue GrowthYoY
ALRM
7.6%
APPF
21.5%check_circle
Gross Margin% of revenue
ALRM
66%
APPF
84%check_circle
FCF MarginFree cash flow
ALRM
13.6%
APPF
24.8%check_circle
Operating MarginGAAP
ALRM
13.2%
APPF
15.8%check_circle
NRRNet retention
ALRM
N/A
APPF
N/A
EV / RevenueValuation multiple
ALRM
N/A
APPF
6.3x
Market CapUSD
ALRM
N/A
APPF
$6.1B
ARR GrowthYoY
ALRM
N/A
APPF
N/A
CAC PaybackMonths to recover
ALRM
N/A
APPF
N/A
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Analysis
As of Q4 2025, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Alarm.com Holdings, Inc. scores 21.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.