Alarm.com Holdings, Inc. vs Toast, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—TOST: 2wins
Rule of 40
18.7ALRM
25.9TOST
check_circleTOST leads
Revenue Growth
8.0%ALRM
24.0%TOST
check_circleTOST leads
Gross Margin
66%ALRM
26%TOST
check_circleALRM leads
FCF Margin
10.7%ALRM
1.9%TOST
check_circleALRM leads
Operating Margin
12.8%ALRM
5.2%TOST
check_circleALRM leads
NRR
—ALRM
—TOST
Metric
Rule of 40Efficiency score
ALRM
18.7
TOST
25.9check_circle
Revenue GrowthYoY
ALRM
8.0%
TOST
24.0%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
TOST
26%
FCF MarginFree cash flow
ALRM
10.7%check_circle
TOST
1.9%
Operating MarginGAAP
ALRM
12.8%check_circle
TOST
5.2%
NRRNet retention
ALRM
N/A
TOST
N/A
EV / RevenueValuation multiple
ALRM
N/A
TOST
2.6x
Market CapUSD
ALRM
N/A
TOST
$17.0B
ARR GrowthYoY
ALRM
N/A
TOST
N/A
CAC PaybackMonths to recover
ALRM
N/A
TOST
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Toast, Inc. at 2.6x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Toast, Inc.'s 25.9, placing Toast, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Toast, Inc. 26%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.