analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—EA: 4wins
Rule of 40
18.7ALRM
34.5EA
check_circleEA leads
Revenue Growth
8.0%ALRM
0.9%EA
check_circleALRM leads
Gross Margin
66%ALRM
79%EA
check_circleEA leads
FCF Margin
10.7%ALRM
33.6%EA
check_circleEA leads
Operating Margin
12.8%ALRM
15.4%EA
check_circleEA leads
NRR
—ALRM
—EA
Metric
Rule of 40Efficiency score
ALRM
18.7
EA
34.5check_circle
Revenue GrowthYoY
ALRM
8.0%check_circle
EA
0.9%
Gross Margin% of revenue
ALRM
66%
EA
79%check_circle
FCF MarginFree cash flow
ALRM
10.7%
EA
33.6%check_circle
Operating MarginGAAP
ALRM
12.8%
EA
15.4%check_circle
NRRNet retention
ALRM
N/A
EA
N/A
EV / RevenueValuation multiple
ALRM
N/A
EA
6.0x
Market CapUSD
ALRM
N/A
EA
$50.3B
ARR GrowthYoY
ALRM
N/A
EA
N/A
CAC PaybackMonths to recover
ALRM
N/A
EA
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus ELECTRONIC ARTS INC. at 6.0x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to ELECTRONIC ARTS INC.'s 34.5, placing ELECTRONIC ARTS INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ELECTRONIC ARTS INC. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.