Alarm.com Holdings, Inc. vs SailPoint, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 2—SAIL: 3wins
Rule of 40
22.4ALRM
37.5SAIL
check_circleSAIL leads
Revenue Growth
12.1%ALRM
31.8%SAIL
check_circleSAIL leads
Gross Margin
66%ALRM
66%SAIL
check_circleSAIL leads
FCF Margin
10.3%ALRM
5.7%SAIL
check_circleALRM leads
Operating Margin
12.6%ALRM
-19.5%SAIL
check_circleALRM leads
NRR
—ALRM
—SAIL
Metric
Rule of 40Efficiency score
ALRM
22.4
SAIL
37.5check_circle
Revenue GrowthYoY
ALRM
12.1%
SAIL
31.8%check_circle
Gross Margin% of revenue
ALRM
66%
SAIL
66%check_circle
FCF MarginFree cash flow
ALRM
10.3%check_circle
SAIL
5.7%
Operating MarginGAAP
ALRM
12.6%check_circle
SAIL
-19.5%
NRRNet retention
ALRM
N/A
SAIL
N/A
EV / RevenueValuation multiple
ALRM
N/A
SAIL
N/A
Market CapUSD
ALRM
N/A
SAIL
N/A
ARR GrowthYoY
ALRM
N/A
SAIL
N/A
CAC PaybackMonths to recover
ALRM
N/A
SAIL
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus SailPoint, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to SailPoint, Inc.'s 37.5, placing SailPoint, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SailPoint, Inc. 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.