analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 5—DDD: 0wins
Rule of 40
18.7ALRM
-44.1DDD
check_circleALRM leads
Revenue Growth
8.0%ALRM
-14.5%DDD
check_circleALRM leads
Gross Margin
66%ALRM
35%DDD
check_circleALRM leads
FCF Margin
10.7%ALRM
-29.6%DDD
check_circleALRM leads
Operating Margin
12.8%ALRM
-21.3%DDD
check_circleALRM leads
NRR
—ALRM
—DDD
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
DDD
-44.1
Revenue GrowthYoY
ALRM
8.0%check_circle
DDD
-14.5%
Gross Margin% of revenue
ALRM
66%check_circle
DDD
35%
FCF MarginFree cash flow
ALRM
10.7%check_circle
DDD
-29.6%
Operating MarginGAAP
ALRM
12.8%check_circle
DDD
-21.3%
NRRNet retention
ALRM
N/A
DDD
N/A
EV / RevenueValuation multiple
ALRM
1.1xcheck_circle
DDD
1.2x
Market CapUSD
ALRM
$2.2Bcheck_circle
DDD
$427.6M
ARR GrowthYoY
ALRM
N/A
DDD
N/A
CAC PaybackMonths to recover
ALRM
N/A
DDD
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at 1.1x EV/Revenue versus 3D SYSTEMS CORP at 1.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to 3D SYSTEMS CORP's -44.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.