analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—BLKB: 2wins
Rule of 40
18.7ALRM
8.7BLKB
check_circleALRM leads
Revenue Growth
8.0%ALRM
-3.4%BLKB
check_circleALRM leads
Gross Margin
66%ALRM
59%BLKB
check_circleALRM leads
FCF Margin
10.7%ALRM
12.1%BLKB
check_circleBLKB leads
Operating Margin
12.8%ALRM
16.5%BLKB
check_circleBLKB leads
NRR
—ALRM
—BLKB
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
BLKB
8.7
Revenue GrowthYoY
ALRM
8.0%check_circle
BLKB
-3.4%
Gross Margin% of revenue
ALRM
66%check_circle
BLKB
59%
FCF MarginFree cash flow
ALRM
10.7%
BLKB
12.1%check_circle
Operating MarginGAAP
ALRM
12.8%
BLKB
16.5%check_circle
NRRNet retention
ALRM
N/A
BLKB
N/A
EV / RevenueValuation multiple
ALRM
N/A
BLKB
N/A
Market CapUSD
ALRM
N/A
BLKB
N/A
ARR GrowthYoY
ALRM
N/A
BLKB
N/A
CAC PaybackMonths to recover
ALRM
N/A
BLKB
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus BLACKBAUD INC at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to BLACKBAUD INC's 8.7, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs BLACKBAUD INC 59%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.