analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 0—CDNS: 5wins
Rule of 40
18.7ALRM
37.7CDNS
check_circleCDNS leads
Revenue Growth
8.0%ALRM
14.9%CDNS
check_circleCDNS leads
Gross Margin
66%ALRM
99%CDNS
check_circleCDNS leads
FCF Margin
10.7%ALRM
22.8%CDNS
check_circleCDNS leads
Operating Margin
12.8%ALRM
27.4%CDNS
check_circleCDNS leads
NRR
—ALRM
—CDNS
Metric
Rule of 40Efficiency score
ALRM
18.7
CDNS
37.7check_circle
Revenue GrowthYoY
ALRM
8.0%
CDNS
14.9%check_circle
Gross Margin% of revenue
ALRM
66%
CDNS
99%check_circle
FCF MarginFree cash flow
ALRM
10.7%
CDNS
22.8%check_circle
Operating MarginGAAP
ALRM
12.8%
CDNS
27.4%check_circle
NRRNet retention
ALRM
N/A
CDNS
N/A
EV / RevenueValuation multiple
ALRM
N/A
CDNS
N/A
Market CapUSD
ALRM
N/A
CDNS
N/A
ARR GrowthYoY
ALRM
N/A
CDNS
N/A
CAC PaybackMonths to recover
ALRM
N/A
CDNS
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus CADENCE DESIGN SYSTEMS INC at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to CADENCE DESIGN SYSTEMS INC's 37.7, placing CADENCE DESIGN SYSTEMS INC ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs CADENCE DESIGN SYSTEMS INC 99%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.