analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—PD: 3wins
Rule of 40
18.7ALRM
29.8PD
check_circlePD leads
Revenue Growth
8.0%ALRM
4.5%PD
check_circleALRM leads
Gross Margin
66%ALRM
85%PD
check_circlePD leads
FCF Margin
10.7%ALRM
25.3%PD
check_circlePD leads
Operating Margin
12.8%ALRM
2.1%PD
check_circleALRM leads
NRR
—ALRM
—PD
Metric
Rule of 40Efficiency score
ALRM
18.7
PD
29.8check_circle
Revenue GrowthYoY
ALRM
8.0%check_circle
PD
4.5%
Gross Margin% of revenue
ALRM
66%
PD
85%check_circle
FCF MarginFree cash flow
ALRM
10.7%
PD
25.3%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
PD
2.1%
NRRNet retention
ALRM
N/A
PD
N/A
EV / RevenueValuation multiple
ALRM
N/A
PD
N/A
Market CapUSD
ALRM
N/A
PD
N/A
ARR GrowthYoY
ALRM
N/A
PD
N/A
CAC PaybackMonths to recover
ALRM
N/A
PD
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus PagerDuty, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to PagerDuty, Inc.'s 29.8, placing PagerDuty, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs PagerDuty, Inc. 85%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.