analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—PATH: 4wins
Rule of 40
18.7ALRM
34.1PATH
check_circlePATH leads
Revenue Growth
8.0%ALRM
8.3%PATH
check_circlePATH leads
Gross Margin
66%ALRM
82%PATH
check_circlePATH leads
FCF Margin
10.7%ALRM
25.8%PATH
check_circlePATH leads
Operating Margin
12.8%ALRM
0.3%PATH
check_circleALRM leads
NRR
—ALRM
—PATH
Metric
Rule of 40Efficiency score
ALRM
18.7
PATH
34.1check_circle
Revenue GrowthYoY
ALRM
8.0%
PATH
8.3%check_circle
Gross Margin% of revenue
ALRM
66%
PATH
82%check_circle
FCF MarginFree cash flow
ALRM
10.7%
PATH
25.8%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
PATH
0.3%
NRRNet retention
ALRM
N/A
PATH
N/A
EV / RevenueValuation multiple
ALRM
N/A
PATH
N/A
Market CapUSD
ALRM
N/A
PATH
N/A
ARR GrowthYoY
ALRM
N/A
PATH
N/A
CAC PaybackMonths to recover
ALRM
N/A
PATH
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus UiPath, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to UiPath, Inc.'s 34.1, placing UiPath, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs UiPath, Inc. 82%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.