Alarm.com Holdings, Inc. vs Veeva Systems Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 0—VEEV: 5wins
Rule of 40
22.4ALRM
107.7VEEV
check_circleVEEV leads
Revenue Growth
12.1%ALRM
24.2%VEEV
check_circleVEEV leads
Gross Margin
66%ALRM
75%VEEV
check_circleVEEV leads
FCF Margin
10.3%ALRM
83.5%VEEV
check_circleVEEV leads
Operating Margin
12.6%ALRM
28.9%VEEV
check_circleVEEV leads
NRR
—ALRM
—VEEV
Metric
Rule of 40Efficiency score
ALRM
22.4
VEEV
107.7check_circle
Revenue GrowthYoY
ALRM
12.1%
VEEV
24.2%check_circle
Gross Margin% of revenue
ALRM
66%
VEEV
75%check_circle
FCF MarginFree cash flow
ALRM
10.3%
VEEV
83.5%check_circle
Operating MarginGAAP
ALRM
12.6%
VEEV
28.9%check_circle
NRRNet retention
ALRM
N/A
VEEV
N/A
EV / RevenueValuation multiple
ALRM
N/A
VEEV
12.1x
Market CapUSD
ALRM
N/A
VEEV
$42.3B
ARR GrowthYoY
ALRM
N/A
VEEV
N/A
CAC PaybackMonths to recover
ALRM
N/A
VEEV
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Veeva Systems Inc. at 12.1x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Veeva Systems Inc.'s 107.7, placing Veeva Systems Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Veeva Systems Inc. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.