analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
BLKB: 2—ALRM: 3wins
Rule of 40
20.6BLKB
21.1ALRM
check_circleALRM leads
Revenue Growth
-2.3%BLKB
7.6%ALRM
check_circleALRM leads
Gross Margin
59%BLKB
66%ALRM
check_circleALRM leads
FCF Margin
22.9%BLKB
13.6%ALRM
check_circleBLKB leads
Operating Margin
16.9%BLKB
13.2%ALRM
check_circleBLKB leads
NRR
—BLKB
—ALRM
Metric
Rule of 40Efficiency score
BLKB
20.6
ALRM
21.1check_circle
Revenue GrowthYoY
BLKB
-2.3%
ALRM
7.6%check_circle
Gross Margin% of revenue
BLKB
59%
ALRM
66%check_circle
FCF MarginFree cash flow
BLKB
22.9%check_circle
ALRM
13.6%
Operating MarginGAAP
BLKB
16.9%check_circle
ALRM
13.2%
NRRNet retention
BLKB
N/A
ALRM
N/A
EV / RevenueValuation multiple
BLKB
N/A
ALRM
N/A
Market CapUSD
BLKB
N/A
ALRM
N/A
ARR GrowthYoY
BLKB
N/A
ALRM
N/A
CAC PaybackMonths to recover
BLKB
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, BLACKBAUD INC trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, BLACKBAUD INC scores 20.6 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at BLACKBAUD INC 59% 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.