Alarm.com Holdings, Inc. vs Duolingo, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 0—DUOL: 5wins
Rule of 40
18.7ALRM
74.9DUOL
check_circleDUOL leads
Revenue Growth
8.0%ALRM
39.9%DUOL
check_circleDUOL leads
Gross Margin
66%ALRM
72%DUOL
check_circleDUOL leads
FCF Margin
10.7%ALRM
35.0%DUOL
check_circleDUOL leads
Operating Margin
12.8%ALRM
13.1%DUOL
check_circleDUOL leads
NRR
—ALRM
—DUOL
Metric
Rule of 40Efficiency score
ALRM
18.7
DUOL
74.9check_circle
Revenue GrowthYoY
ALRM
8.0%
DUOL
39.9%check_circle
Gross Margin% of revenue
ALRM
66%
DUOL
72%check_circle
FCF MarginFree cash flow
ALRM
10.7%
DUOL
35.0%check_circle
Operating MarginGAAP
ALRM
12.8%
DUOL
13.1%check_circle
NRRNet retention
ALRM
N/A
DUOL
N/A
EV / RevenueValuation multiple
ALRM
N/A
DUOL
5.2x
Market CapUSD
ALRM
N/A
DUOL
$6.2B
ARR GrowthYoY
ALRM
N/A
DUOL
N/A
CAC PaybackMonths to recover
ALRM
N/A
DUOL
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Duolingo, Inc. at 5.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Duolingo, Inc.'s 74.9, placing Duolingo, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Duolingo, Inc. 72%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.