Alarm.com Holdings, Inc. vs SPS Commerce, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 0—SPSC: 5wins
Rule of 40
18.7ALRM
35.0SPSC
check_circleSPSC leads
Revenue Growth
8.0%ALRM
17.8%SPSC
check_circleSPSC leads
Gross Margin
66%ALRM
69%SPSC
check_circleSPSC leads
FCF Margin
10.7%ALRM
17.2%SPSC
check_circleSPSC leads
Operating Margin
12.8%ALRM
14.4%SPSC
check_circleSPSC leads
NRR
—ALRM
—SPSC
Metric
Rule of 40Efficiency score
ALRM
18.7
SPSC
35.0check_circle
Revenue GrowthYoY
ALRM
8.0%
SPSC
17.8%check_circle
Gross Margin% of revenue
ALRM
66%
SPSC
69%check_circle
FCF MarginFree cash flow
ALRM
10.7%
SPSC
17.2%check_circle
Operating MarginGAAP
ALRM
12.8%
SPSC
14.4%check_circle
NRRNet retention
ALRM
N/A
SPSC
N/A
EV / RevenueValuation multiple
ALRM
N/A
SPSC
N/A
Market CapUSD
ALRM
N/A
SPSC
N/A
ARR GrowthYoY
ALRM
N/A
SPSC
N/A
CAC PaybackMonths to recover
ALRM
N/A
SPSC
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus SPS Commerce, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to SPS Commerce, Inc.'s 35.0, placing SPS Commerce, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SPS Commerce, Inc. 69%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.