analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
CCSI: 4—ALRM: 1wins
Rule of 40
30.1CCSI
21.1ALRM
check_circleCCSI leads
Revenue Growth
-0.2%CCSI
7.6%ALRM
check_circleALRM leads
Gross Margin
80%CCSI
66%ALRM
check_circleCCSI leads
FCF Margin
30.3%CCSI
13.6%ALRM
check_circleCCSI leads
Operating Margin
43.0%CCSI
13.2%ALRM
check_circleCCSI leads
NRR
—CCSI
—ALRM
Metric
Rule of 40Efficiency score
CCSI
30.1check_circle
ALRM
21.1
Revenue GrowthYoY
CCSI
-0.2%
ALRM
7.6%check_circle
Gross Margin% of revenue
CCSI
80%check_circle
ALRM
66%
FCF MarginFree cash flow
CCSI
30.3%check_circle
ALRM
13.6%
Operating MarginGAAP
CCSI
43.0%check_circle
ALRM
13.2%
NRRNet retention
CCSI
N/A
ALRM
N/A
EV / RevenueValuation multiple
CCSI
N/A
ALRM
N/A
Market CapUSD
CCSI
N/A
ALRM
N/A
ARR GrowthYoY
CCSI
N/A
ALRM
N/A
CAC PaybackMonths to recover
CCSI
N/A
ALRM
N/A
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Analysis
As of Q4 2025, Consensus Cloud Solutions, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Consensus Cloud Solutions, Inc. scores 30.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing Consensus Cloud Solutions, Inc. ahead in operating efficiency. Gross margins stand at Consensus Cloud Solutions, Inc. 80% 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.