Alarm.com Holdings, Inc. vs Klaviyo, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—KVYO: 3wins
Rule of 40
22.4ALRM
47.7KVYO
check_circleKVYO leads
Revenue Growth
12.1%ALRM
42.1%KVYO
check_circleKVYO leads
Gross Margin
66%ALRM
75%KVYO
check_circleKVYO leads
FCF Margin
10.3%ALRM
5.6%KVYO
check_circleALRM leads
Operating Margin
12.6%ALRM
-4.2%KVYO
check_circleALRM leads
NRR
—ALRM
—KVYO
Metric
Rule of 40Efficiency score
ALRM
22.4
KVYO
47.7check_circle
Revenue GrowthYoY
ALRM
12.1%
KVYO
42.1%check_circle
Gross Margin% of revenue
ALRM
66%
KVYO
75%check_circle
FCF MarginFree cash flow
ALRM
10.3%check_circle
KVYO
5.6%
Operating MarginGAAP
ALRM
12.6%check_circle
KVYO
-4.2%
NRRNet retention
ALRM
N/A
KVYO
N/A
EV / RevenueValuation multiple
ALRM
N/A
KVYO
N/A
Market CapUSD
ALRM
N/A
KVYO
N/A
ARR GrowthYoY
ALRM
N/A
KVYO
N/A
CAC PaybackMonths to recover
ALRM
N/A
KVYO
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Klaviyo, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Klaviyo, Inc.'s 47.7, placing Klaviyo, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Klaviyo, Inc. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.