Alarm.com Holdings, Inc. vs Cloudflare, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—NET: 3wins
Rule of 40
18.7ALRM
41.1NET
check_circleNET leads
Revenue Growth
8.0%ALRM
31.4%NET
check_circleNET leads
Gross Margin
66%ALRM
74%NET
check_circleNET leads
FCF Margin
10.7%ALRM
9.7%NET
check_circleALRM leads
Operating Margin
12.8%ALRM
-10.0%NET
check_circleALRM leads
NRR
—ALRM
—NET
Metric
Rule of 40Efficiency score
ALRM
18.7
NET
41.1check_circle
Revenue GrowthYoY
ALRM
8.0%
NET
31.4%check_circle
Gross Margin% of revenue
ALRM
66%
NET
74%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
NET
9.7%
Operating MarginGAAP
ALRM
12.8%check_circle
NET
-10.0%
NRRNet retention
ALRM
N/A
NET
N/A
EV / RevenueValuation multiple
ALRM
N/A
NET
44.9x
Market CapUSD
ALRM
N/A
NET
$98.5B
ARR GrowthYoY
ALRM
N/A
NET
N/A
CAC PaybackMonths to recover
ALRM
N/A
NET
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Cloudflare, Inc. at 44.9x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Cloudflare, Inc.'s 41.1, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Cloudflare, Inc. 74%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.