analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ALRM: 4—EGHT: 1wins
Rule of 40
21.1ALRM
8.5EGHT
check_circleALRM leads
Revenue Growth
7.6%ALRM
0.1%EGHT
check_circleALRM leads
Gross Margin
66%ALRM
67%EGHT
check_circleEGHT leads
FCF Margin
13.6%ALRM
8.4%EGHT
check_circleALRM leads
Operating Margin
13.2%ALRM
2.1%EGHT
check_circleALRM leads
NRR
—ALRM
—EGHT
Metric
Rule of 40Efficiency score
ALRM
21.1check_circle
EGHT
8.5
Revenue GrowthYoY
ALRM
7.6%check_circle
EGHT
0.1%
Gross Margin% of revenue
ALRM
66%
EGHT
67%check_circle
FCF MarginFree cash flow
ALRM
13.6%check_circle
EGHT
8.4%
Operating MarginGAAP
ALRM
13.2%check_circle
EGHT
2.1%
NRRNet retention
ALRM
N/A
EGHT
N/A
EV / RevenueValuation multiple
ALRM
N/A
EGHT
0.8x
Market CapUSD
ALRM
N/A
EGHT
$266.1M
ARR GrowthYoY
ALRM
N/A
EGHT
N/A
CAC PaybackMonths to recover
ALRM
N/A
EGHT
N/A
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Analysis
As of Q4 2025, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus 8X8 INC /DE/ at 0.8x. On the Rule of 40, Alarm.com Holdings, Inc. scores 21.1 compared to 8X8 INC /DE/'s 8.5, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs 8X8 INC /DE/ 67%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.