Alarm.com Holdings, Inc. vs Guidewire Software, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 4—GWRE: 1wins
Rule of 40
22.4ALRM
-8.9GWRE
check_circleALRM leads
Revenue Growth
12.1%ALRM
12.9%GWRE
check_circleGWRE leads
Gross Margin
66%ALRM
63%GWRE
check_circleALRM leads
FCF Margin
10.3%ALRM
-21.8%GWRE
check_circleALRM leads
Operating Margin
12.6%ALRM
6.8%GWRE
check_circleALRM leads
NRR
—ALRM
—GWRE
Metric
Rule of 40Efficiency score
ALRM
22.4check_circle
GWRE
-8.9
Revenue GrowthYoY
ALRM
12.1%
GWRE
12.9%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
GWRE
63%
FCF MarginFree cash flow
ALRM
10.3%check_circle
GWRE
-21.8%
Operating MarginGAAP
ALRM
12.6%check_circle
GWRE
6.8%
NRRNet retention
ALRM
N/A
GWRE
N/A
EV / RevenueValuation multiple
ALRM
N/A
GWRE
8.7x
Market CapUSD
ALRM
N/A
GWRE
$11.7B
ARR GrowthYoY
ALRM
N/A
GWRE
N/A
CAC PaybackMonths to recover
ALRM
N/A
GWRE
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Guidewire Software, Inc. at 8.7x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Guidewire Software, Inc.'s -8.9, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Guidewire Software, Inc. 63%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.