analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—CRWV: 3wins
Rule of 40
18.7ALRM
65.8CRWV
check_circleCRWV leads
Revenue Growth
8.0%ALRM
194.4%CRWV
check_circleCRWV leads
Gross Margin
66%ALRM
71%CRWV
check_circleCRWV leads
FCF Margin
10.7%ALRM
-128.6%CRWV
check_circleALRM leads
Operating Margin
12.8%ALRM
-1.8%CRWV
check_circleALRM leads
NRR
—ALRM
—CRWV
Metric
Rule of 40Efficiency score
ALRM
18.7
CRWV
65.8check_circle
Revenue GrowthYoY
ALRM
8.0%
CRWV
194.4%check_circle
Gross Margin% of revenue
ALRM
66%
CRWV
71%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
CRWV
-128.6%
Operating MarginGAAP
ALRM
12.8%check_circle
CRWV
-1.8%
NRRNet retention
ALRM
N/A
CRWV
N/A
EV / RevenueValuation multiple
ALRM
N/A
CRWV
N/A
Market CapUSD
ALRM
N/A
CRWV
N/A
ARR GrowthYoY
ALRM
N/A
CRWV
N/A
CAC PaybackMonths to recover
ALRM
N/A
CRWV
N/A
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Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus CoreWeave, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to CoreWeave, Inc.'s 65.8, placing CoreWeave, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs CoreWeave, Inc. 71%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.