Alarm.com Holdings, Inc. vs CrowdStrike Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—CRWD: 4wins
Rule of 40
18.7ALRM
51.6CRWD
check_circleCRWD leads
Revenue Growth
8.0%ALRM
23.7%CRWD
check_circleCRWD leads
Gross Margin
66%ALRM
74%CRWD
check_circleCRWD leads
FCF Margin
10.7%ALRM
27.9%CRWD
check_circleCRWD leads
Operating Margin
12.8%ALRM
-6.9%CRWD
check_circleALRM leads
NRR
—ALRM
—CRWD
Metric
Rule of 40Efficiency score
ALRM
18.7
CRWD
51.6check_circle
Revenue GrowthYoY
ALRM
8.0%
CRWD
23.7%check_circle
Gross Margin% of revenue
ALRM
66%
CRWD
74%check_circle
FCF MarginFree cash flow
ALRM
10.7%
CRWD
27.9%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
CRWD
-6.9%
NRRNet retention
ALRM
N/A
CRWD
N/A
EV / RevenueValuation multiple
ALRM
N/A
CRWD
41.5x
Market CapUSD
ALRM
N/A
CRWD
$206.8B
ARR GrowthYoY
ALRM
N/A
CRWD
N/A
CAC PaybackMonths to recover
ALRM
N/A
CRWD
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus CrowdStrike Holdings, Inc. at 41.5x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to CrowdStrike Holdings, Inc.'s 51.6, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs CrowdStrike Holdings, Inc. 74%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.