analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
DOCU: 4—ALRM: 1wins
Rule of 40
41.0DOCU
21.1ALRM
check_circleDOCU leads
Revenue Growth
8.2%DOCU
7.6%ALRM
check_circleDOCU leads
Gross Margin
79%DOCU
66%ALRM
check_circleDOCU leads
FCF Margin
32.9%DOCU
13.6%ALRM
check_circleDOCU leads
Operating Margin
9.3%DOCU
13.2%ALRM
check_circleALRM leads
NRR
—DOCU
—ALRM
Metric
Rule of 40Efficiency score
DOCU
41.0check_circle
ALRM
21.1
Revenue GrowthYoY
DOCU
8.2%check_circle
ALRM
7.6%
Gross Margin% of revenue
DOCU
79%check_circle
ALRM
66%
FCF MarginFree cash flow
DOCU
32.9%check_circle
ALRM
13.6%
Operating MarginGAAP
DOCU
9.3%
ALRM
13.2%check_circle
NRRNet retention
DOCU
N/A
ALRM
N/A
EV / RevenueValuation multiple
DOCU
N/A
ALRM
N/A
Market CapUSD
DOCU
N/A
ALRM
N/A
ARR GrowthYoY
DOCU
N/A
ALRM
N/A
CAC PaybackMonths to recover
DOCU
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, DOCUSIGN, INC. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, DOCUSIGN, INC. scores 41.0 compared to Alarm.com Holdings, Inc.'s 21.1, placing DOCUSIGN, INC. ahead in operating efficiency. Gross margins stand at DOCUSIGN, 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.