analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—TTAN: 4wins
Rule of 40
18.7ALRM
37.2TTAN
check_circleTTAN leads
Revenue Growth
8.0%ALRM
26.4%TTAN
check_circleTTAN leads
Gross Margin
66%ALRM
71%TTAN
check_circleTTAN leads
FCF Margin
10.7%ALRM
10.8%TTAN
check_circleTTAN leads
Operating Margin
12.8%ALRM
-15.6%TTAN
check_circleALRM leads
NRR
—ALRM
—TTAN
Metric
Rule of 40Efficiency score
ALRM
18.7
TTAN
37.2check_circle
Revenue GrowthYoY
ALRM
8.0%
TTAN
26.4%check_circle
Gross Margin% of revenue
ALRM
66%
TTAN
71%check_circle
FCF MarginFree cash flow
ALRM
10.7%
TTAN
10.8%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
TTAN
-15.6%
NRRNet retention
ALRM
N/A
TTAN
N/A
EV / RevenueValuation multiple
ALRM
N/A
TTAN
N/A
Market CapUSD
ALRM
N/A
TTAN
N/A
ARR GrowthYoY
ALRM
N/A
TTAN
N/A
CAC PaybackMonths to recover
ALRM
N/A
TTAN
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus ServiceTitan, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to ServiceTitan, Inc.'s 37.2, placing ServiceTitan, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ServiceTitan, Inc. 71%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.