Alarm.com Holdings, Inc. vs Commerce.com, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 3—CMRC: 2wins
Rule of 40
22.4ALRM
15.7CMRC
check_circleALRM leads
Revenue Growth
12.1%ALRM
2.7%CMRC
check_circleALRM leads
Gross Margin
66%ALRM
77%CMRC
check_circleCMRC leads
FCF Margin
10.3%ALRM
13.0%CMRC
check_circleCMRC leads
Operating Margin
12.6%ALRM
0.4%CMRC
check_circleALRM leads
NRR
—ALRM
—CMRC
Metric
Rule of 40Efficiency score
ALRM
22.4check_circle
CMRC
15.7
Revenue GrowthYoY
ALRM
12.1%check_circle
CMRC
2.7%
Gross Margin% of revenue
ALRM
66%
CMRC
77%check_circle
FCF MarginFree cash flow
ALRM
10.3%
CMRC
13.0%check_circle
Operating MarginGAAP
ALRM
12.6%check_circle
CMRC
0.4%
NRRNet retention
ALRM
N/A
CMRC
N/A
EV / RevenueValuation multiple
ALRM
N/A
CMRC
1.2x
Market CapUSD
ALRM
N/A
CMRC
$289.2M
ARR GrowthYoY
ALRM
N/A
CMRC
N/A
CAC PaybackMonths to recover
ALRM
N/A
CMRC
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Commerce.com, Inc. at 1.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Commerce.com, Inc.'s 15.7, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Commerce.com, Inc. 77%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.