analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—CMRC: 2wins
Rule of 40
18.7ALRM
13.9CMRC
check_circleALRM leads
Revenue Growth
8.0%ALRM
2.0%CMRC
check_circleALRM leads
Gross Margin
66%ALRM
78%CMRC
check_circleCMRC leads
FCF Margin
10.7%ALRM
11.9%CMRC
check_circleCMRC leads
Operating Margin
12.8%ALRM
-1.1%CMRC
check_circleALRM leads
NRR
—ALRM
—CMRC
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
CMRC
13.9
Revenue GrowthYoY
ALRM
8.0%check_circle
CMRC
2.0%
Gross Margin% of revenue
ALRM
66%
CMRC
78%check_circle
FCF MarginFree cash flow
ALRM
10.7%
CMRC
11.9%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
CMRC
-1.1%
NRRNet retention
ALRM
N/A
CMRC
N/A
EV / RevenueValuation multiple
ALRM
N/A
CMRC
N/A
Market CapUSD
ALRM
N/A
CMRC
N/A
ARR GrowthYoY
ALRM
N/A
CMRC
N/A
CAC PaybackMonths to recover
ALRM
N/A
CMRC
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Commerce.com, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Commerce.com, Inc.'s 13.9, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Commerce.com, Inc. 78%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.