analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
CRNC: 1—ALRM: 4wins
Rule of 40
7.7CRNC
21.1ALRM
check_circleALRM leads
Revenue Growth
-7.6%CRNC
7.6%ALRM
check_circleALRM leads
Gross Margin
60%CRNC
66%ALRM
check_circleALRM leads
FCF Margin
15.3%CRNC
13.6%ALRM
check_circleCRNC leads
Operating Margin
-0.8%CRNC
13.2%ALRM
check_circleALRM leads
NRR
—CRNC
—ALRM
Metric
Rule of 40Efficiency score
CRNC
7.7
ALRM
21.1check_circle
Revenue GrowthYoY
CRNC
-7.6%
ALRM
7.6%check_circle
Gross Margin% of revenue
CRNC
60%
ALRM
66%check_circle
FCF MarginFree cash flow
CRNC
15.3%check_circle
ALRM
13.6%
Operating MarginGAAP
CRNC
-0.8%
ALRM
13.2%check_circle
NRRNet retention
CRNC
N/A
ALRM
N/A
EV / RevenueValuation multiple
CRNC
2.2x
ALRM
N/A
Market CapUSD
CRNC
$393.5M
ALRM
N/A
ARR GrowthYoY
CRNC
N/A
ALRM
N/A
CAC PaybackMonths to recover
CRNC
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Cerence Inc. trades at 2.2x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Cerence Inc. scores 7.7 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Cerence Inc. 60% 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.