Alarm.com Holdings, Inc. vs Zeta Global Holdings Corp.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ALRM: 3—ZETA: 2wins
Rule of 40
22.4ALRM
55.2ZETA
check_circleZETA leads
Revenue Growth
12.1%ALRM
47.6%ZETA
check_circleZETA leads
Gross Margin
66%ALRM
60%ZETA
check_circleALRM leads
FCF Margin
10.3%ALRM
7.6%ZETA
check_circleALRM leads
Operating Margin
12.6%ALRM
0.1%ZETA
check_circleALRM leads
NRR
—ALRM
—ZETA
Metric
Rule of 40Efficiency score
ALRM
22.4
ZETA
55.2check_circle
Revenue GrowthYoY
ALRM
12.1%
ZETA
47.6%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
ZETA
60%
FCF MarginFree cash flow
ALRM
10.3%check_circle
ZETA
7.6%
Operating MarginGAAP
ALRM
12.6%check_circle
ZETA
0.1%
NRRNet retention
ALRM
N/A
ZETA
N/A
EV / RevenueValuation multiple
ALRM
N/A
ZETA
5.0x
Market CapUSD
ALRM
N/A
ZETA
$7.5B
ARR GrowthYoY
ALRM
N/A
ZETA
N/A
CAC PaybackMonths to recover
ALRM
N/A
ZETA
N/A
insights
Analysis
As of Q2 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Zeta Global Holdings Corp. at 5.0x. On the Rule of 40, Alarm.com Holdings, Inc. scores 22.4 compared to Zeta Global Holdings Corp.'s 55.2, placing Zeta Global Holdings Corp. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Zeta Global Holdings Corp. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.