analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—QTWO: 3wins
Rule of 40
18.7ALRM
28.7QTWO
check_circleQTWO leads
Revenue Growth
8.0%ALRM
15.3%QTWO
check_circleQTWO leads
Gross Margin
66%ALRM
55%QTWO
check_circleALRM leads
FCF Margin
10.7%ALRM
13.4%QTWO
check_circleQTWO leads
Operating Margin
12.8%ALRM
6.3%QTWO
check_circleALRM leads
NRR
—ALRM
—QTWO
Metric
Rule of 40Efficiency score
ALRM
18.7
QTWO
28.7check_circle
Revenue GrowthYoY
ALRM
8.0%
QTWO
15.3%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
QTWO
55%
FCF MarginFree cash flow
ALRM
10.7%
QTWO
13.4%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
QTWO
6.3%
NRRNet retention
ALRM
N/A
QTWO
N/A
EV / RevenueValuation multiple
ALRM
N/A
QTWO
N/A
Market CapUSD
ALRM
N/A
QTWO
N/A
ARR GrowthYoY
ALRM
N/A
QTWO
N/A
CAC PaybackMonths to recover
ALRM
N/A
QTWO
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Q2 Holdings, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Q2 Holdings, Inc.'s 28.7, placing Q2 Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Q2 Holdings, Inc. 55%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.