Homechevron_rightComparechevron_rightALRM vs PATH

Alarm.com Holdings, Inc. vs UiPath, Inc.

Side-by-Side SaaS Metrics & Valuation Comparison

analyticsVertical SaaS

Data as of Q2 2026

Summary Verdict

ALRM: 2PATH: 3wins
Rule of 40
22.4ALRM
37.0PATH
check_circlePATH leads
Revenue Growth
12.1%ALRM
12.0%PATH
check_circleALRM leads
Gross Margin
66%ALRM
82%PATH
check_circlePATH leads
FCF Margin
10.3%ALRM
25.0%PATH
check_circlePATH leads
Operating Margin
12.6%ALRM
3.3%PATH
check_circleALRM leads
NRR
ALRM
PATH
Metric
Rule of 40Efficiency score
ALRM
22.4
PATH
37.0check_circle
Revenue GrowthYoY
ALRM
12.1%check_circle
PATH
12.0%
Gross Margin% of revenue
ALRM
66%
PATH
82%check_circle
FCF MarginFree cash flow
ALRM
10.3%
PATH
25.0%check_circle
Operating MarginGAAP
ALRM
12.6%check_circle
PATH
3.3%
NRRNet retention
ALRM
N/A
PATH
N/A
EV / RevenueValuation multiple
ALRM
N/A
PATH
4.0x
Market CapUSD
ALRM
N/A
PATH
$7.3B
ARR GrowthYoY
ALRM
N/A
PATH
N/A
CAC PaybackMonths to recover
ALRM
N/A
PATH
N/A
insights

Analysis

As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus UiPath, Inc. at 4.0x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to UiPath, Inc.'s 37.0, placing UiPath, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs UiPath, Inc. 82%.

corporate_fare

Sector Context

Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.

personAlarm.com Holdings, Inc. ProfilepersonUiPath, Inc. ProfileVertical SaaSarrow_backAll Comparisons