analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
BLZE: 2—ALRM: 3wins
Rule of 40
27.2BLZE
21.1ALRM
check_circleBLZE leads
Revenue Growth
14.3%BLZE
7.6%ALRM
check_circleBLZE leads
Gross Margin
61%BLZE
66%ALRM
check_circleALRM leads
FCF Margin
12.9%BLZE
13.6%ALRM
check_circleALRM leads
Operating Margin
-16.2%BLZE
13.2%ALRM
check_circleALRM leads
NRR
—BLZE
—ALRM
Metric
Rule of 40Efficiency score
BLZE
27.2check_circle
ALRM
21.1
Revenue GrowthYoY
BLZE
14.3%check_circle
ALRM
7.6%
Gross Margin% of revenue
BLZE
61%
ALRM
66%check_circle
FCF MarginFree cash flow
BLZE
12.9%
ALRM
13.6%check_circle
Operating MarginGAAP
BLZE
-16.2%
ALRM
13.2%check_circle
NRRNet retention
BLZE
N/A
ALRM
N/A
EV / RevenueValuation multiple
BLZE
N/A
ALRM
N/A
Market CapUSD
BLZE
N/A
ALRM
N/A
ARR GrowthYoY
BLZE
N/A
ALRM
N/A
CAC PaybackMonths to recover
BLZE
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Backblaze, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Backblaze, Inc. scores 27.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing Backblaze, Inc. ahead in operating efficiency. Gross margins stand at Backblaze, Inc. 61% 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.