analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
CDNS: 5—ALRM: 0wins
Rule of 40
44.1CDNS
21.1ALRM
check_circleCDNS leads
Revenue Growth
14.1%CDNS
7.6%ALRM
check_circleCDNS leads
Gross Margin
99%CDNS
66%ALRM
check_circleCDNS leads
FCF Margin
30.0%CDNS
13.6%ALRM
check_circleCDNS leads
Operating Margin
28.2%CDNS
13.2%ALRM
check_circleCDNS leads
NRR
—CDNS
—ALRM
Metric
Rule of 40Efficiency score
CDNS
44.1check_circle
ALRM
21.1
Revenue GrowthYoY
CDNS
14.1%check_circle
ALRM
7.6%
Gross Margin% of revenue
CDNS
99%check_circle
ALRM
66%
FCF MarginFree cash flow
CDNS
30.0%check_circle
ALRM
13.6%
Operating MarginGAAP
CDNS
28.2%check_circle
ALRM
13.2%
NRRNet retention
CDNS
N/A
ALRM
N/A
EV / RevenueValuation multiple
CDNS
N/A
ALRM
N/A
Market CapUSD
CDNS
N/A
ALRM
N/A
ARR GrowthYoY
CDNS
N/A
ALRM
N/A
CAC PaybackMonths to recover
CDNS
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, CADENCE DESIGN SYSTEMS INC trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, CADENCE DESIGN SYSTEMS INC scores 44.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing CADENCE DESIGN SYSTEMS INC ahead in operating efficiency. Gross margins stand at CADENCE DESIGN SYSTEMS INC 99% 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.