Homechevron_rightComparechevron_rightALRM vs BLKB

Alarm.com Holdings, Inc. vs BLACKBAUD INC

Side-by-Side SaaS Metrics & Valuation Comparison

analyticsVertical SaaS

Data as of Q1 2026

Summary Verdict

ALRM: 3BLKB: 2wins
Rule of 40
18.7ALRM
10.2BLKB
check_circleALRM leads
Revenue Growth
8.0%ALRM
-1.7%BLKB
check_circleALRM leads
Gross Margin
66%ALRM
60%BLKB
check_circleALRM leads
FCF Margin
10.7%ALRM
11.9%BLKB
check_circleBLKB leads
Operating Margin
12.8%ALRM
19.9%BLKB
check_circleBLKB leads
NRR
ALRM
BLKB
Metric
Rule of 40Efficiency score
ALRM
18.7check_circle
BLKB
10.2
Revenue GrowthYoY
ALRM
8.0%check_circle
BLKB
-1.7%
Gross Margin% of revenue
ALRM
66%check_circle
BLKB
60%
FCF MarginFree cash flow
ALRM
10.7%
BLKB
11.9%check_circle
Operating MarginGAAP
ALRM
12.8%
BLKB
19.9%check_circle
NRRNet retention
ALRM
N/A
BLKB
N/A
EV / RevenueValuation multiple
ALRM
N/A
BLKB
2.6x
Market CapUSD
ALRM
N/A
BLKB
$1.9B
ARR GrowthYoY
ALRM
N/A
BLKB
N/A
CAC PaybackMonths to recover
ALRM
N/A
BLKB
N/A
insights

Analysis

As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus BLACKBAUD INC at 2.6x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to BLACKBAUD INC's 10.2, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs BLACKBAUD INC 60%.

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Sector Context

Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.

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