Alarm.com Holdings, Inc. vs Instructure Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—INST: 1wins
Rule of 40
18.7ALRM
-14.4INST
check_circleALRM leads
Revenue Growth
8.0%ALRM
33.4%INST
check_circleINST leads
Gross Margin
66%ALRM
65%INST
check_circleALRM leads
FCF Margin
10.7%ALRM
-47.8%INST
check_circleALRM leads
Operating Margin
12.8%ALRM
-2.3%INST
check_circleALRM leads
NRR
—ALRM
—INST
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
INST
-14.4
Revenue GrowthYoY
ALRM
8.0%
INST
33.4%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
INST
65%
FCF MarginFree cash flow
ALRM
10.7%check_circle
INST
-47.8%
Operating MarginGAAP
ALRM
12.8%check_circle
INST
-2.3%
NRRNet retention
ALRM
N/A
INST
N/A
EV / RevenueValuation multiple
ALRM
N/A
INST
5.9x
Market CapUSD
ALRM
N/A
INST
$3.5B
ARR GrowthYoY
ALRM
N/A
INST
N/A
CAC PaybackMonths to recover
ALRM
N/A
INST
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Instructure Holdings, Inc. at 5.9x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Instructure Holdings, Inc.'s -14.4, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Instructure Holdings, Inc. 65%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.