analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—VRNS: 4wins
Rule of 40
18.7ALRM
75.4VRNS
check_circleVRNS leads
Revenue Growth
8.0%ALRM
25.5%VRNS
check_circleVRNS leads
Gross Margin
66%ALRM
182%VRNS
check_circleVRNS leads
FCF Margin
10.7%ALRM
49.9%VRNS
check_circleVRNS leads
Operating Margin
12.8%ALRM
-54.2%VRNS
check_circleALRM leads
NRR
—ALRM
—VRNS
Metric
Rule of 40Efficiency score
ALRM
18.7
VRNS
75.4check_circle
Revenue GrowthYoY
ALRM
8.0%
VRNS
25.5%check_circle
Gross Margin% of revenue
ALRM
66%
VRNS
182%check_circle
FCF MarginFree cash flow
ALRM
10.7%
VRNS
49.9%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
VRNS
-54.2%
NRRNet retention
ALRM
N/A
VRNS
N/A
EV / RevenueValuation multiple
ALRM
N/A
VRNS
11.6x
Market CapUSD
ALRM
N/A
VRNS
$3.3B
ARR GrowthYoY
ALRM
N/A
VRNS
N/A
CAC PaybackMonths to recover
ALRM
N/A
VRNS
N/A
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Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus VARONIS SYSTEMS INC at 11.6x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to VARONIS SYSTEMS INC's 75.4, placing VARONIS SYSTEMS INC ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs VARONIS SYSTEMS INC 182%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.