analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—CRNC: 3wins
Rule of 40
18.7ALRM
8.0CRNC
check_circleALRM leads
Revenue Growth
8.0%ALRM
-3.6%CRNC
check_circleALRM leads
Gross Margin
66%ALRM
79%CRNC
check_circleCRNC leads
FCF Margin
10.7%ALRM
11.6%CRNC
check_circleCRNC leads
Operating Margin
12.8%ALRM
13.5%CRNC
check_circleCRNC leads
NRR
—ALRM
—CRNC
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
CRNC
8.0
Revenue GrowthYoY
ALRM
8.0%check_circle
CRNC
-3.6%
Gross Margin% of revenue
ALRM
66%
CRNC
79%check_circle
FCF MarginFree cash flow
ALRM
10.7%
CRNC
11.6%check_circle
Operating MarginGAAP
ALRM
12.8%
CRNC
13.5%check_circle
NRRNet retention
ALRM
N/A
CRNC
N/A
EV / RevenueValuation multiple
ALRM
N/A
CRNC
N/A
Market CapUSD
ALRM
N/A
CRNC
N/A
ARR GrowthYoY
ALRM
N/A
CRNC
N/A
CAC PaybackMonths to recover
ALRM
N/A
CRNC
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Cerence Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Cerence Inc.'s 8.0, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Cerence Inc. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.