Alarm.com Holdings, Inc. vs SailPoint, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—SAIL: 2wins
Rule of 40
18.7ALRM
28.8SAIL
check_circleSAIL leads
Revenue Growth
8.0%ALRM
22.7%SAIL
check_circleSAIL leads
Gross Margin
66%ALRM
64%SAIL
check_circleALRM leads
FCF Margin
10.7%ALRM
6.1%SAIL
check_circleALRM leads
Operating Margin
12.8%ALRM
-32.9%SAIL
check_circleALRM leads
NRR
—ALRM
—SAIL
Metric
Rule of 40Efficiency score
ALRM
18.7
SAIL
28.8check_circle
Revenue GrowthYoY
ALRM
8.0%
SAIL
22.7%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
SAIL
64%
FCF MarginFree cash flow
ALRM
10.7%check_circle
SAIL
6.1%
Operating MarginGAAP
ALRM
12.8%check_circle
SAIL
-32.9%
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 Q1 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 18.7 compared to SailPoint, Inc.'s 28.8, placing SailPoint, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SailPoint, Inc. 64%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.