analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—BLZE: 1wins
Rule of 40
18.7ALRM
16.3BLZE
check_circleALRM leads
Revenue Growth
8.0%ALRM
15.0%BLZE
check_circleBLZE leads
Gross Margin
66%ALRM
61%BLZE
check_circleALRM leads
FCF Margin
10.7%ALRM
1.3%BLZE
check_circleALRM leads
Operating Margin
12.8%ALRM
-16.6%BLZE
check_circleALRM leads
NRR
—ALRM
—BLZE
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
BLZE
16.3
Revenue GrowthYoY
ALRM
8.0%
BLZE
15.0%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
BLZE
61%
FCF MarginFree cash flow
ALRM
10.7%check_circle
BLZE
1.3%
Operating MarginGAAP
ALRM
12.8%check_circle
BLZE
-16.6%
NRRNet retention
ALRM
N/A
BLZE
N/A
EV / RevenueValuation multiple
ALRM
N/A
BLZE
N/A
Market CapUSD
ALRM
N/A
BLZE
N/A
ARR GrowthYoY
ALRM
N/A
BLZE
N/A
CAC PaybackMonths to recover
ALRM
N/A
BLZE
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Backblaze, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Backblaze, Inc.'s 16.3, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Backblaze, Inc. 61%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.