Alarm.com Holdings, Inc. vs BigBear.ai Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 5—BBAI: 0wins
Rule of 40
22.4ALRM
-51.2BBAI
check_circleALRM leads
Revenue Growth
12.1%ALRM
-13.6%BBAI
check_circleALRM leads
Gross Margin
66%ALRM
29%BBAI
check_circleALRM leads
FCF Margin
10.3%ALRM
-37.6%BBAI
check_circleALRM leads
Operating Margin
12.6%ALRM
-120.6%BBAI
check_circleALRM leads
NRR
—ALRM
—BBAI
Metric
Rule of 40Efficiency score
ALRM
22.4check_circle
BBAI
-51.2
Revenue GrowthYoY
ALRM
12.1%check_circle
BBAI
-13.6%
Gross Margin% of revenue
ALRM
66%check_circle
BBAI
29%
FCF MarginFree cash flow
ALRM
10.3%check_circle
BBAI
-37.6%
Operating MarginGAAP
ALRM
12.6%check_circle
BBAI
-120.6%
NRRNet retention
ALRM
N/A
BBAI
N/A
EV / RevenueValuation multiple
ALRM
N/A
BBAI
10.7x
Market CapUSD
ALRM
N/A
BBAI
$1.4B
ARR GrowthYoY
ALRM
N/A
BBAI
N/A
CAC PaybackMonths to recover
ALRM
N/A
BBAI
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus BigBear.ai Holdings, Inc. at 10.7x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to BigBear.ai Holdings, Inc.'s -51.2, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs BigBear.ai Holdings, Inc. 29%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.