analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—BL: 3wins
Rule of 40
18.7ALRM
29.5BL
check_circleBL leads
Revenue Growth
8.0%ALRM
7.2%BL
check_circleALRM leads
Gross Margin
66%ALRM
75%BL
check_circleBL leads
FCF Margin
10.7%ALRM
22.3%BL
check_circleBL leads
Operating Margin
12.8%ALRM
3.6%BL
check_circleALRM leads
NRR
—ALRM
—BL
Metric
Rule of 40Efficiency score
ALRM
18.7
BL
29.5check_circle
Revenue GrowthYoY
ALRM
8.0%check_circle
BL
7.2%
Gross Margin% of revenue
ALRM
66%
BL
75%check_circle
FCF MarginFree cash flow
ALRM
10.7%
BL
22.3%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
BL
3.6%
NRRNet retention
ALRM
N/A
BL
N/A
EV / RevenueValuation multiple
ALRM
N/A
BL
N/A
Market CapUSD
ALRM
N/A
BL
N/A
ARR GrowthYoY
ALRM
N/A
BL
N/A
CAC PaybackMonths to recover
ALRM
N/A
BL
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus BLACKLINE, INC. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to BLACKLINE, INC.'s 29.5, placing BLACKLINE, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs BLACKLINE, INC. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.