analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 5—BBAI-WT: 0wins
Rule of 40
18.7ALRM
-53.0BBAI-WT
check_circleALRM leads
Revenue Growth
8.0%ALRM
-14.8%BBAI-WT
check_circleALRM leads
Gross Margin
66%ALRM
26%BBAI-WT
check_circleALRM leads
FCF Margin
10.7%ALRM
-38.2%BBAI-WT
check_circleALRM leads
Operating Margin
12.8%ALRM
-116.9%BBAI-WT
check_circleALRM leads
NRR
—ALRM
—BBAI-WT
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
BBAI-WT
-53.0
Revenue GrowthYoY
ALRM
8.0%check_circle
BBAI-WT
-14.8%
Gross Margin% of revenue
ALRM
66%check_circle
BBAI-WT
26%
FCF MarginFree cash flow
ALRM
10.7%check_circle
BBAI-WT
-38.2%
Operating MarginGAAP
ALRM
12.8%check_circle
BBAI-WT
-116.9%
NRRNet retention
ALRM
N/A
BBAI-WT
N/A
EV / RevenueValuation multiple
ALRM
N/A
BBAI-WT
N/A
Market CapUSD
ALRM
N/A
BBAI-WT
N/A
ARR GrowthYoY
ALRM
N/A
BBAI-WT
N/A
CAC PaybackMonths to recover
ALRM
N/A
BBAI-WT
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus BigBear.ai Holdings, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to BigBear.ai Holdings, Inc.'s -53.0, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs BigBear.ai Holdings, Inc. 26%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.