Alarm.com Holdings, Inc. vs Rubrik, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—RBRK: 3wins
Rule of 40
22.4ALRM
70.3RBRK
check_circleRBRK leads
Revenue Growth
12.1%ALRM
66.3%RBRK
check_circleRBRK leads
Gross Margin
66%ALRM
80%RBRK
check_circleRBRK leads
FCF Margin
10.3%ALRM
4.0%RBRK
check_circleALRM leads
Operating Margin
12.6%ALRM
-20.0%RBRK
check_circleALRM leads
NRR
—ALRM
—RBRK
Metric
Rule of 40Efficiency score
ALRM
22.4
RBRK
70.3check_circle
Revenue GrowthYoY
ALRM
12.1%
RBRK
66.3%check_circle
Gross Margin% of revenue
ALRM
66%
RBRK
80%check_circle
FCF MarginFree cash flow
ALRM
10.3%check_circle
RBRK
4.0%
Operating MarginGAAP
ALRM
12.6%check_circle
RBRK
-20.0%
NRRNet retention
ALRM
N/A
RBRK
N/A
EV / RevenueValuation multiple
ALRM
N/A
RBRK
12.2x
Market CapUSD
ALRM
N/A
RBRK
$17.8B
ARR GrowthYoY
ALRM
N/A
RBRK
N/A
CAC PaybackMonths to recover
ALRM
N/A
RBRK
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Rubrik, Inc. at 12.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Rubrik, Inc.'s 70.3, placing Rubrik, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Rubrik, Inc. 80%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.