Alarm.com Holdings, Inc. vs Fastly, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—FSLY: 1wins
Rule of 40
18.7ALRM
18.0FSLY
check_circleALRM leads
Revenue Growth
8.0%ALRM
14.8%FSLY
check_circleFSLY leads
Gross Margin
66%ALRM
57%FSLY
check_circleALRM leads
FCF Margin
10.7%ALRM
3.2%FSLY
check_circleALRM leads
Operating Margin
12.8%ALRM
-20.5%FSLY
check_circleALRM leads
NRR
—ALRM
—FSLY
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
FSLY
18.0
Revenue GrowthYoY
ALRM
8.0%
FSLY
14.8%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
FSLY
57%
FCF MarginFree cash flow
ALRM
10.7%check_circle
FSLY
3.2%
Operating MarginGAAP
ALRM
12.8%check_circle
FSLY
-20.5%
NRRNet retention
ALRM
N/A
FSLY
N/A
EV / RevenueValuation multiple
ALRM
N/A
FSLY
6.2x
Market CapUSD
ALRM
N/A
FSLY
$3.2B
ARR GrowthYoY
ALRM
N/A
FSLY
N/A
CAC PaybackMonths to recover
ALRM
N/A
FSLY
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Fastly, Inc. at 6.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Fastly, Inc.'s 18.0, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Fastly, Inc. 57%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.