Alarm.com Holdings, Inc. vs PagerDuty, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—PD: 3wins
Rule of 40
22.4ALRM
30.6PD
check_circlePD leads
Revenue Growth
12.1%ALRM
5.5%PD
check_circleALRM leads
Gross Margin
66%ALRM
85%PD
check_circlePD leads
FCF Margin
10.3%ALRM
25.1%PD
check_circlePD leads
Operating Margin
12.6%ALRM
6.3%PD
check_circleALRM leads
NRR
—ALRM
—PD
Metric
Rule of 40Efficiency score
ALRM
22.4
PD
30.6check_circle
Revenue GrowthYoY
ALRM
12.1%check_circle
PD
5.5%
Gross Margin% of revenue
ALRM
66%
PD
85%check_circle
FCF MarginFree cash flow
ALRM
10.3%
PD
25.1%check_circle
Operating MarginGAAP
ALRM
12.6%check_circle
PD
6.3%
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
insights
Analysis
As of Q2 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 22.4 compared to PagerDuty, Inc.'s 30.6, 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.