analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—RBRK: 3wins
Rule of 40
18.7ALRM
53.9RBRK
check_circleRBRK leads
Revenue Growth
8.0%ALRM
49.5%RBRK
check_circleRBRK leads
Gross Margin
66%ALRM
80%RBRK
check_circleRBRK leads
FCF Margin
10.7%ALRM
4.4%RBRK
check_circleALRM leads
Operating Margin
12.8%ALRM
-23.8%RBRK
check_circleALRM leads
NRR
—ALRM
—RBRK
Metric
Rule of 40Efficiency score
ALRM
18.7
RBRK
53.9check_circle
Revenue GrowthYoY
ALRM
8.0%
RBRK
49.5%check_circle
Gross Margin% of revenue
ALRM
66%
RBRK
80%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
RBRK
4.4%
Operating MarginGAAP
ALRM
12.8%check_circle
RBRK
-23.8%
NRRNet retention
ALRM
N/A
RBRK
N/A
EV / RevenueValuation multiple
ALRM
N/A
RBRK
N/A
Market CapUSD
ALRM
N/A
RBRK
N/A
ARR GrowthYoY
ALRM
N/A
RBRK
N/A
CAC PaybackMonths to recover
ALRM
N/A
RBRK
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Rubrik, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Rubrik, Inc.'s 53.9, 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.