analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 5—EGHT: 0wins
Rule of 40
18.7ALRM
10.3EGHT
check_circleALRM leads
Revenue Growth
8.0%ALRM
2.0%EGHT
check_circleALRM leads
Gross Margin
66%ALRM
66%EGHT
check_circleALRM leads
FCF Margin
10.7%ALRM
8.3%EGHT
check_circleALRM leads
Operating Margin
12.8%ALRM
3.4%EGHT
check_circleALRM leads
NRR
—ALRM
—EGHT
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
EGHT
10.3
Revenue GrowthYoY
ALRM
8.0%check_circle
EGHT
2.0%
Gross Margin% of revenue
ALRM
66%check_circle
EGHT
66%
FCF MarginFree cash flow
ALRM
10.7%check_circle
EGHT
8.3%
Operating MarginGAAP
ALRM
12.8%check_circle
EGHT
3.4%
NRRNet retention
ALRM
N/A
EGHT
N/A
EV / RevenueValuation multiple
ALRM
1.1x
EGHT
0.7xcheck_circle
Market CapUSD
ALRM
$2.2Bcheck_circle
EGHT
$266.8M
ARR GrowthYoY
ALRM
N/A
EGHT
N/A
CAC PaybackMonths to recover
ALRM
N/A
EGHT
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at 1.1x EV/Revenue versus 8X8 INC /DE/ at 0.7x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to 8X8 INC /DE/'s 10.3, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs 8X8 INC /DE/ 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.