Summary Verdict
ALRM: 2—NCNO: 3wins
Rule of 40
18.7ALRM
47.7NCNO
check_circleNCNO leads
Revenue Growth
8.0%ALRM
11.8%NCNO
check_circleNCNO leads
Gross Margin
66%ALRM
61%NCNO
check_circleALRM leads
FCF Margin
10.7%ALRM
35.9%NCNO
check_circleNCNO leads
Operating Margin
12.8%ALRM
3.6%NCNO
check_circleALRM leads
NRR
—ALRM
—NCNO
Metric
Rule of 40Efficiency score
ALRM
18.7
NCNO
47.7check_circle
Revenue GrowthYoY
ALRM
8.0%
NCNO
11.8%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
NCNO
61%
FCF MarginFree cash flow
ALRM
10.7%
NCNO
35.9%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
NCNO
3.6%
NRRNet retention
ALRM
N/A
NCNO
N/A
EV / RevenueValuation multiple
ALRM
N/A
NCNO
N/A
Market CapUSD
ALRM
N/A
NCNO
N/A
ARR GrowthYoY
ALRM
N/A
NCNO
N/A
CAC PaybackMonths to recover
ALRM
N/A
NCNO
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus nCino, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to nCino, Inc.'s 47.7, placing nCino, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs nCino, Inc. 61%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.