analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
CRWD: 4—ALRM: 1wins
Rule of 40
48.9CRWD
21.1ALRM
check_circleCRWD leads
Revenue Growth
21.7%CRWD
7.6%ALRM
check_circleCRWD leads
Gross Margin
75%CRWD
66%ALRM
check_circleCRWD leads
FCF Margin
27.2%CRWD
13.6%ALRM
check_circleCRWD leads
Operating Margin
-6.1%CRWD
13.2%ALRM
check_circleALRM leads
NRR
—CRWD
—ALRM
Metric
Rule of 40Efficiency score
CRWD
48.9check_circle
ALRM
21.1
Revenue GrowthYoY
CRWD
21.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
CRWD
75%check_circle
ALRM
66%
FCF MarginFree cash flow
CRWD
27.2%check_circle
ALRM
13.6%
Operating MarginGAAP
CRWD
-6.1%
ALRM
13.2%check_circle
NRRNet retention
CRWD
N/A
ALRM
N/A
EV / RevenueValuation multiple
CRWD
N/A
ALRM
N/A
Market CapUSD
CRWD
N/A
ALRM
N/A
ARR GrowthYoY
CRWD
N/A
ALRM
N/A
CAC PaybackMonths to recover
CRWD
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, CrowdStrike Holdings, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, CrowdStrike Holdings, Inc. scores 48.9 compared to Alarm.com Holdings, Inc.'s 21.1, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at CrowdStrike Holdings, Inc. 75% 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.