Alarm.com Holdings, Inc. vs ORACLE CORP
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—ORCL: 3wins
Rule of 40
22.4ALRM
25.1ORCL
check_circleORCL leads
Revenue Growth
12.1%ALRM
17.6%ORCL
check_circleORCL leads
Gross Margin
66%ALRM
34%ORCL
check_circleALRM leads
FCF Margin
10.3%ALRM
7.4%ORCL
check_circleALRM leads
Operating Margin
12.6%ALRM
31.4%ORCL
check_circleORCL leads
NRR
—ALRM
—ORCL
Metric
Rule of 40Efficiency score
ALRM
22.4
ORCL
25.1check_circle
Revenue GrowthYoY
ALRM
12.1%
ORCL
17.6%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
ORCL
34%
FCF MarginFree cash flow
ALRM
10.3%check_circle
ORCL
7.4%
Operating MarginGAAP
ALRM
12.6%
ORCL
31.4%check_circle
NRRNet retention
ALRM
N/A
ORCL
N/A
EV / RevenueValuation multiple
ALRM
N/A
ORCL
6.3x
Market CapUSD
ALRM
N/A
ORCL
$432.5B
ARR GrowthYoY
ALRM
N/A
ORCL
N/A
CAC PaybackMonths to recover
ALRM
N/A
ORCL
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus ORACLE CORP at 6.3x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to ORACLE CORP's 25.1, placing ORACLE CORP ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ORACLE CORP 34%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.