Alarm.com Holdings, Inc. vs Silvaco Group, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 4—SVCO: 1wins
Rule of 40
22.4ALRM
-10.8SVCO
check_circleALRM leads
Revenue Growth
12.1%ALRM
11.1%SVCO
check_circleALRM leads
Gross Margin
66%ALRM
81%SVCO
check_circleSVCO leads
FCF Margin
10.3%ALRM
-21.9%SVCO
check_circleALRM leads
Operating Margin
12.6%ALRM
-44.0%SVCO
check_circleALRM leads
NRR
—ALRM
—SVCO
Metric
Rule of 40Efficiency score
ALRM
22.4check_circle
SVCO
-10.8
Revenue GrowthYoY
ALRM
12.1%check_circle
SVCO
11.1%
Gross Margin% of revenue
ALRM
66%
SVCO
81%check_circle
FCF MarginFree cash flow
ALRM
10.3%check_circle
SVCO
-21.9%
Operating MarginGAAP
ALRM
12.6%check_circle
SVCO
-44.0%
NRRNet retention
ALRM
N/A
SVCO
N/A
EV / RevenueValuation multiple
ALRM
N/A
SVCO
N/A
Market CapUSD
ALRM
N/A
SVCO
N/A
ARR GrowthYoY
ALRM
N/A
SVCO
N/A
CAC PaybackMonths to recover
ALRM
N/A
SVCO
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Silvaco Group, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Silvaco Group, Inc.'s -10.8, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Silvaco Group, Inc. 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.