analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—SOUNW: 2wins
Rule of 40
18.7ALRM
40.8SOUNW
check_circleSOUNW leads
Revenue Growth
8.0%ALRM
99.5%SOUNW
check_circleSOUNW leads
Gross Margin
66%ALRM
42%SOUNW
check_circleALRM leads
FCF Margin
10.7%ALRM
-58.7%SOUNW
check_circleALRM leads
Operating Margin
12.8%ALRM
-13.8%SOUNW
check_circleALRM leads
NRR
—ALRM
—SOUNW
Metric
Rule of 40Efficiency score
ALRM
18.7
SOUNW
40.8check_circle
Revenue GrowthYoY
ALRM
8.0%
SOUNW
99.5%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
SOUNW
42%
FCF MarginFree cash flow
ALRM
10.7%check_circle
SOUNW
-58.7%
Operating MarginGAAP
ALRM
12.8%check_circle
SOUNW
-13.8%
NRRNet retention
ALRM
N/A
SOUNW
N/A
EV / RevenueValuation multiple
ALRM
N/A
SOUNW
5.4x
Market CapUSD
ALRM
N/A
SOUNW
$1.1B
ARR GrowthYoY
ALRM
N/A
SOUNW
N/A
CAC PaybackMonths to recover
ALRM
N/A
SOUNW
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus SOUNDHOUND AI, INC. at 5.4x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to SOUNDHOUND AI, INC.'s 40.8, placing SOUNDHOUND AI, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SOUNDHOUND AI, INC. 42%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.