analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—TTWO: 1wins
Rule of 40
18.7ALRM
8.3TTWO
check_circleALRM leads
Revenue Growth
8.0%ALRM
12.5%TTWO
check_circleTTWO leads
Gross Margin
66%ALRM
57%TTWO
check_circleALRM leads
FCF Margin
10.7%ALRM
-4.2%TTWO
check_circleALRM leads
Operating Margin
12.8%ALRM
-3.9%TTWO
check_circleALRM leads
NRR
—ALRM
—TTWO
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
TTWO
8.3
Revenue GrowthYoY
ALRM
8.0%
TTWO
12.5%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
TTWO
57%
FCF MarginFree cash flow
ALRM
10.7%check_circle
TTWO
-4.2%
Operating MarginGAAP
ALRM
12.8%check_circle
TTWO
-3.9%
NRRNet retention
ALRM
N/A
TTWO
N/A
EV / RevenueValuation multiple
ALRM
N/A
TTWO
N/A
Market CapUSD
ALRM
N/A
TTWO
N/A
ARR GrowthYoY
ALRM
N/A
TTWO
N/A
CAC PaybackMonths to recover
ALRM
N/A
TTWO
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus TAKE TWO INTERACTIVE SOFTWARE INC at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to TAKE TWO INTERACTIVE SOFTWARE INC's 8.3, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs TAKE TWO INTERACTIVE SOFTWARE INC 57%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.