analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 4—VERX: 1wins
Rule of 40
18.7ALRM
17.4VERX
check_circleALRM leads
Revenue Growth
8.0%ALRM
12.5%VERX
check_circleVERX leads
Gross Margin
66%ALRM
64%VERX
check_circleALRM leads
FCF Margin
10.7%ALRM
4.8%VERX
check_circleALRM leads
Operating Margin
12.8%ALRM
-0.8%VERX
check_circleALRM leads
NRR
—ALRM
—VERX
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
VERX
17.4
Revenue GrowthYoY
ALRM
8.0%
VERX
12.5%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
VERX
64%
FCF MarginFree cash flow
ALRM
10.7%check_circle
VERX
4.8%
Operating MarginGAAP
ALRM
12.8%check_circle
VERX
-0.8%
NRRNet retention
ALRM
N/A
VERX
N/A
EV / RevenueValuation multiple
ALRM
N/A
VERX
N/A
Market CapUSD
ALRM
N/A
VERX
N/A
ARR GrowthYoY
ALRM
N/A
VERX
N/A
CAC PaybackMonths to recover
ALRM
N/A
VERX
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Vertex, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Vertex, Inc.'s 17.4, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Vertex, Inc. 64%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.