Alarm.com Holdings, Inc. vs Roblox Corp
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 1—RBLX: 4wins
Rule of 40
22.4ALRM
72.8RBLX
check_circleRBLX leads
Revenue Growth
12.1%ALRM
48.6%RBLX
check_circleRBLX leads
Gross Margin
66%ALRM
92%RBLX
check_circleRBLX leads
FCF Margin
10.3%ALRM
24.2%RBLX
check_circleRBLX leads
Operating Margin
12.6%ALRM
-21.3%RBLX
check_circleALRM leads
NRR
—ALRM
—RBLX
Metric
Rule of 40Efficiency score
ALRM
22.4
RBLX
72.8check_circle
Revenue GrowthYoY
ALRM
12.1%
RBLX
48.6%check_circle
Gross Margin% of revenue
ALRM
66%
RBLX
92%check_circle
FCF MarginFree cash flow
ALRM
10.3%
RBLX
24.2%check_circle
Operating MarginGAAP
ALRM
12.6%check_circle
RBLX
-21.3%
NRRNet retention
ALRM
N/A
RBLX
N/A
EV / RevenueValuation multiple
ALRM
N/A
RBLX
5.9x
Market CapUSD
ALRM
N/A
RBLX
$30.9B
ARR GrowthYoY
ALRM
N/A
RBLX
N/A
CAC PaybackMonths to recover
ALRM
N/A
RBLX
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Roblox Corp at 5.9x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Roblox Corp's 72.8, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Roblox Corp 92%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.