analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
DDD: 0—ALRM: 5wins
Rule of 40
-44.1DDD
18.7ALRM
check_circleALRM leads
Revenue Growth
-14.5%DDD
8.0%ALRM
check_circleALRM leads
Gross Margin
35%DDD
66%ALRM
check_circleALRM leads
FCF Margin
-29.6%DDD
10.7%ALRM
check_circleALRM leads
Operating Margin
-21.3%DDD
12.8%ALRM
check_circleALRM leads
NRR
—DDD
—ALRM
Metric
Rule of 40Efficiency score
DDD
-44.1
ALRM
18.7check_circle
Revenue GrowthYoY
DDD
-14.5%
ALRM
8.0%check_circle
Gross Margin% of revenue
DDD
35%
ALRM
66%check_circle
FCF MarginFree cash flow
DDD
-29.6%
ALRM
10.7%check_circle
Operating MarginGAAP
DDD
-21.3%
ALRM
12.8%check_circle
NRRNet retention
DDD
N/A
ALRM
N/A
EV / RevenueValuation multiple
DDD
1.2x
ALRM
1.1xcheck_circle
Market CapUSD
DDD
$427.6M
ALRM
$2.2Bcheck_circle
ARR GrowthYoY
DDD
N/A
ALRM
N/A
CAC PaybackMonths to recover
DDD
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, 3D SYSTEMS CORP trades at 1.2x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, 3D SYSTEMS CORP scores -44.1 compared to Alarm.com Holdings, Inc.'s 18.7, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at 3D SYSTEMS CORP 35% 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.