Alarm.com Holdings, Inc. vs nCino, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—NCNO: 3wins
Rule of 40
22.4ALRM
49.9NCNO
check_circleNCNO leads
Revenue Growth
12.1%ALRM
14.9%NCNO
check_circleNCNO leads
Gross Margin
66%ALRM
62%NCNO
check_circleALRM leads
FCF Margin
10.3%ALRM
35.0%NCNO
check_circleNCNO leads
Operating Margin
12.6%ALRM
6.0%NCNO
check_circleALRM leads
NRR
—ALRM
—NCNO
Metric
Rule of 40Efficiency score
ALRM
22.4
NCNO
49.9check_circle
Revenue GrowthYoY
ALRM
12.1%
NCNO
14.9%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
NCNO
62%
FCF MarginFree cash flow
ALRM
10.3%
NCNO
35.0%check_circle
Operating MarginGAAP
ALRM
12.6%check_circle
NCNO
6.0%
NRRNet retention
ALRM
N/A
NCNO
N/A
EV / RevenueValuation multiple
ALRM
N/A
NCNO
3.5x
Market CapUSD
ALRM
N/A
NCNO
$2.3B
ARR GrowthYoY
ALRM
N/A
NCNO
N/A
CAC PaybackMonths to recover
ALRM
N/A
NCNO
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus nCino, Inc. at 3.5x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to nCino, Inc.'s 49.9, placing nCino, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs nCino, Inc. 62%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.