analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—SVCO: 1wins
Rule of 40
18.7ALRM
-18.4SVCO
check_circleALRM leads
Revenue Growth
8.0%ALRM
4.8%SVCO
check_circleALRM leads
Gross Margin
66%ALRM
79%SVCO
check_circleSVCO leads
FCF Margin
10.7%ALRM
-23.2%SVCO
check_circleALRM leads
Operating Margin
12.8%ALRM
-71.6%SVCO
check_circleALRM leads
NRR
—ALRM
—SVCO
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
SVCO
-18.4
Revenue GrowthYoY
ALRM
8.0%check_circle
SVCO
4.8%
Gross Margin% of revenue
ALRM
66%
SVCO
79%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
SVCO
-23.2%
Operating MarginGAAP
ALRM
12.8%check_circle
SVCO
-71.6%
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
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insights
Analysis
As of Q1 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 18.7 compared to Silvaco Group, Inc.'s -18.4, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Silvaco Group, Inc. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.