analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 5—U: 0wins
Rule of 40
18.7ALRM
4.4U
check_circleALRM leads
Revenue Growth
8.0%ALRM
2.3%U
check_circleALRM leads
Gross Margin
66%ALRM
62%U
check_circleALRM leads
FCF Margin
10.7%ALRM
2.1%U
check_circleALRM leads
Operating Margin
12.8%ALRM
-39.0%U
check_circleALRM leads
NRR
—ALRM
—U
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
U
4.4
Revenue GrowthYoY
ALRM
8.0%check_circle
U
2.3%
Gross Margin% of revenue
ALRM
66%check_circle
U
62%
FCF MarginFree cash flow
ALRM
10.7%check_circle
U
2.1%
Operating MarginGAAP
ALRM
12.8%check_circle
U
-39.0%
NRRNet retention
ALRM
N/A
U
N/A
EV / RevenueValuation multiple
ALRM
N/A
U
N/A
Market CapUSD
ALRM
N/A
U
N/A
ARR GrowthYoY
ALRM
N/A
U
N/A
CAC PaybackMonths to recover
ALRM
N/A
U
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Unity Software Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Unity Software Inc.'s 4.4, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Unity Software Inc. 62%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.