analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 0—APPF: 5wins
Rule of 40
18.7ALRM
33.4APPF
check_circleAPPF leads
Revenue Growth
8.0%ALRM
21.5%APPF
check_circleAPPF leads
Gross Margin
66%ALRM
86%APPF
check_circleAPPF leads
FCF Margin
10.7%ALRM
11.9%APPF
check_circleAPPF leads
Operating Margin
12.8%ALRM
16.6%APPF
check_circleAPPF leads
NRR
—ALRM
—APPF
Metric
Rule of 40Efficiency score
ALRM
18.7
APPF
33.4check_circle
Revenue GrowthYoY
ALRM
8.0%
APPF
21.5%check_circle
Gross Margin% of revenue
ALRM
66%
APPF
86%check_circle
FCF MarginFree cash flow
ALRM
10.7%
APPF
11.9%check_circle
Operating MarginGAAP
ALRM
12.8%
APPF
16.6%check_circle
NRRNet retention
ALRM
N/A
APPF
N/A
EV / RevenueValuation multiple
ALRM
1.1xcheck_circle
APPF
6.2x
Market CapUSD
ALRM
$2.2B
APPF
$6.0Bcheck_circle
ARR GrowthYoY
ALRM
N/A
APPF
N/A
CAC PaybackMonths to recover
ALRM
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at 1.1x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.