analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—GDYN: 2wins
Rule of 40
18.7ALRM
21.9GDYN
check_circleGDYN leads
Revenue Growth
8.0%ALRM
16.9%GDYN
check_circleGDYN leads
Gross Margin
66%ALRM
35%GDYN
check_circleALRM leads
FCF Margin
10.7%ALRM
5.0%GDYN
check_circleALRM leads
Operating Margin
12.8%ALRM
-1.5%GDYN
check_circleALRM leads
NRR
—ALRM
—GDYN
Metric
Rule of 40Efficiency score
ALRM
18.7
GDYN
21.9check_circle
Revenue GrowthYoY
ALRM
8.0%
GDYN
16.9%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
GDYN
35%
FCF MarginFree cash flow
ALRM
10.7%check_circle
GDYN
5.0%
Operating MarginGAAP
ALRM
12.8%check_circle
GDYN
-1.5%
NRRNet retention
ALRM
N/A
GDYN
N/A
EV / RevenueValuation multiple
ALRM
N/A
GDYN
N/A
Market CapUSD
ALRM
N/A
GDYN
N/A
ARR GrowthYoY
ALRM
N/A
GDYN
N/A
CAC PaybackMonths to recover
ALRM
N/A
GDYN
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus GRID DYNAMICS HOLDINGS, INC. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to GRID DYNAMICS HOLDINGS, INC.'s 21.9, placing GRID DYNAMICS HOLDINGS, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs GRID DYNAMICS HOLDINGS, INC. 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.