Alarm.com Holdings, Inc. vs Block, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 0—SQ: 5wins
Rule of 40
22.4ALRM
99.5SQ
check_circleSQ leads
Revenue Growth
12.1%ALRM
44.8%SQ
check_circleSQ leads
Gross Margin
66%ALRM
352%SQ
check_circleSQ leads
FCF Margin
10.3%ALRM
54.8%SQ
check_circleSQ leads
Operating Margin
12.6%ALRM
36.5%SQ
check_circleSQ leads
NRR
—ALRM
—SQ
Metric
Rule of 40Efficiency score
ALRM
22.4
SQ
99.5check_circle
Revenue GrowthYoY
ALRM
12.1%
SQ
44.8%check_circle
Gross Margin% of revenue
ALRM
66%
SQ
352%check_circle
FCF MarginFree cash flow
ALRM
10.3%
SQ
54.8%check_circle
Operating MarginGAAP
ALRM
12.6%
SQ
36.5%check_circle
NRRNet retention
ALRM
N/A
SQ
N/A
EV / RevenueValuation multiple
ALRM
N/A
SQ
14.9x
Market CapUSD
ALRM
N/A
SQ
$51.7B
ARR GrowthYoY
ALRM
N/A
SQ
N/A
CAC PaybackMonths to recover
ALRM
N/A
SQ
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Block, Inc. at 14.9x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Block, Inc.'s 99.5, placing Block, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Block, Inc. 352%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.