analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
BL: 3—ALRM: 2wins
Rule of 40
30.3BL
21.1ALRM
check_circleBL leads
Revenue Growth
7.2%BL
7.6%ALRM
check_circleALRM leads
Gross Margin
75%BL
66%ALRM
check_circleBL leads
FCF Margin
23.1%BL
13.6%ALRM
check_circleBL leads
Operating Margin
3.6%BL
13.2%ALRM
check_circleALRM leads
NRR
—BL
—ALRM
Metric
Rule of 40Efficiency score
BL
30.3check_circle
ALRM
21.1
Revenue GrowthYoY
BL
7.2%
ALRM
7.6%check_circle
Gross Margin% of revenue
BL
75%check_circle
ALRM
66%
FCF MarginFree cash flow
BL
23.1%check_circle
ALRM
13.6%
Operating MarginGAAP
BL
3.6%
ALRM
13.2%check_circle
NRRNet retention
BL
N/A
ALRM
N/A
EV / RevenueValuation multiple
BL
N/A
ALRM
N/A
Market CapUSD
BL
N/A
ALRM
N/A
ARR GrowthYoY
BL
N/A
ALRM
N/A
CAC PaybackMonths to recover
BL
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, BLACKLINE, INC. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, BLACKLINE, INC. scores 30.3 compared to Alarm.com Holdings, Inc.'s 21.1, placing BLACKLINE, INC. ahead in operating efficiency. Gross margins stand at BLACKLINE, INC. 75% 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.