analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
BBAI: 0—ALRM: 5wins
Rule of 40
-52.6BBAI
21.1ALRM
check_circleALRM leads
Revenue Growth
-19.3%BBAI
7.6%ALRM
check_circleALRM leads
Gross Margin
22%BBAI
66%ALRM
check_circleALRM leads
FCF Margin
-33.3%BBAI
13.6%ALRM
check_circleALRM leads
Operating Margin
-167.5%BBAI
13.2%ALRM
check_circleALRM leads
NRR
—BBAI
—ALRM
Metric
Rule of 40Efficiency score
BBAI
-52.6
ALRM
21.1check_circle
Revenue GrowthYoY
BBAI
-19.3%
ALRM
7.6%check_circle
Gross Margin% of revenue
BBAI
22%
ALRM
66%check_circle
FCF MarginFree cash flow
BBAI
-33.3%
ALRM
13.6%check_circle
Operating MarginGAAP
BBAI
-167.5%
ALRM
13.2%check_circle
NRRNet retention
BBAI
N/A
ALRM
N/A
EV / RevenueValuation multiple
BBAI
N/A
ALRM
N/A
Market CapUSD
BBAI
N/A
ALRM
N/A
ARR GrowthYoY
BBAI
N/A
ALRM
N/A
CAC PaybackMonths to recover
BBAI
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, BigBear.ai Holdings, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, BigBear.ai Holdings, Inc. scores -52.6 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at BigBear.ai Holdings, Inc. 22% vs Alarm.com Holdings, Inc. 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.