Alarm.com Holdings, Inc. vs Exzeo Group, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—XZO: 4wins
Rule of 40
18.7ALRM
95.7XZO
check_circleXZO leads
Revenue Growth
8.0%ALRM
43.5%XZO
check_circleXZO leads
Gross Margin
66%ALRM
55%XZO
check_circleALRM leads
FCF Margin
10.7%ALRM
52.2%XZO
check_circleXZO leads
Operating Margin
12.8%ALRM
43.1%XZO
check_circleXZO leads
NRR
—ALRM
—XZO
Metric
Rule of 40Efficiency score
ALRM
18.7
XZO
95.7check_circle
Revenue GrowthYoY
ALRM
8.0%
XZO
43.5%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
XZO
55%
FCF MarginFree cash flow
ALRM
10.7%
XZO
52.2%check_circle
Operating MarginGAAP
ALRM
12.8%
XZO
43.1%check_circle
NRRNet retention
ALRM
N/A
XZO
N/A
EV / RevenueValuation multiple
ALRM
N/A
XZO
7.3x
Market CapUSD
ALRM
N/A
XZO
$1.5B
ARR GrowthYoY
ALRM
N/A
XZO
N/A
CAC PaybackMonths to recover
ALRM
N/A
XZO
N/A
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Exzeo Group, Inc. at 7.3x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Exzeo Group, Inc.'s 95.7, placing Exzeo Group, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Exzeo Group, Inc. 55%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.