analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
CMRC: 1—ALRM: 4wins
Rule of 40
9.8CMRC
21.1ALRM
check_circleALRM leads
Revenue Growth
2.8%CMRC
7.6%ALRM
check_circleALRM leads
Gross Margin
79%CMRC
66%ALRM
check_circleCMRC leads
FCF Margin
7.0%CMRC
13.6%ALRM
check_circleALRM leads
Operating Margin
-4.7%CMRC
13.2%ALRM
check_circleALRM leads
NRR
—CMRC
—ALRM
Metric
Rule of 40Efficiency score
CMRC
9.8
ALRM
21.1check_circle
Revenue GrowthYoY
CMRC
2.8%
ALRM
7.6%check_circle
Gross Margin% of revenue
CMRC
79%check_circle
ALRM
66%
FCF MarginFree cash flow
CMRC
7.0%
ALRM
13.6%check_circle
Operating MarginGAAP
CMRC
-4.7%
ALRM
13.2%check_circle
NRRNet retention
CMRC
N/A
ALRM
N/A
EV / RevenueValuation multiple
CMRC
N/A
ALRM
N/A
Market CapUSD
CMRC
N/A
ALRM
N/A
ARR GrowthYoY
CMRC
N/A
ALRM
N/A
CAC PaybackMonths to recover
CMRC
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Commerce.com, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Commerce.com, Inc. scores 9.8 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Commerce.com, Inc. 79% 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.