Alarm.com Holdings, Inc. vs Veeva Systems Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 0—VEEV: 5wins
Rule of 40
18.7ALRM
105.9VEEV
check_circleVEEV leads
Revenue Growth
8.0%ALRM
18.1%VEEV
check_circleVEEV leads
Gross Margin
66%ALRM
76%VEEV
check_circleVEEV leads
FCF Margin
10.7%ALRM
87.8%VEEV
check_circleVEEV leads
Operating Margin
12.8%ALRM
29.1%VEEV
check_circleVEEV leads
NRR
—ALRM
—VEEV
Metric
Rule of 40Efficiency score
ALRM
18.7
VEEV
105.9check_circle
Revenue GrowthYoY
ALRM
8.0%
VEEV
18.1%check_circle
Gross Margin% of revenue
ALRM
66%
VEEV
76%check_circle
FCF MarginFree cash flow
ALRM
10.7%
VEEV
87.8%check_circle
Operating MarginGAAP
ALRM
12.8%
VEEV
29.1%check_circle
NRRNet retention
ALRM
N/A
VEEV
N/A
EV / RevenueValuation multiple
ALRM
N/A
VEEV
9.2x
Market CapUSD
ALRM
N/A
VEEV
$30.9B
ARR GrowthYoY
ALRM
N/A
VEEV
N/A
CAC PaybackMonths to recover
ALRM
N/A
VEEV
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Veeva Systems Inc. at 9.2x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Veeva Systems Inc.'s 105.9, placing Veeva Systems Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Veeva Systems Inc. 76%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.