analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EA: 4—ALRM: 1wins
Rule of 40
28.0EA
21.1ALRM
check_circleEA leads
Revenue Growth
1.1%EA
7.6%ALRM
check_circleALRM leads
Gross Margin
77%EA
66%ALRM
check_circleEA leads
FCF Margin
26.9%EA
13.6%ALRM
check_circleEA leads
Operating Margin
19.9%EA
13.2%ALRM
check_circleEA leads
NRR
—EA
—ALRM
Metric
Rule of 40Efficiency score
EA
28.0check_circle
ALRM
21.1
Revenue GrowthYoY
EA
1.1%
ALRM
7.6%check_circle
Gross Margin% of revenue
EA
77%check_circle
ALRM
66%
FCF MarginFree cash flow
EA
26.9%check_circle
ALRM
13.6%
Operating MarginGAAP
EA
19.9%check_circle
ALRM
13.2%
NRRNet retention
EA
N/A
ALRM
N/A
EV / RevenueValuation multiple
EA
5.9x
ALRM
N/A
Market CapUSD
EA
$50.7B
ALRM
N/A
ARR GrowthYoY
EA
N/A
ALRM
N/A
CAC PaybackMonths to recover
EA
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, ELECTRONIC ARTS INC. trades at 5.9x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, ELECTRONIC ARTS INC. scores 28.0 compared to Alarm.com Holdings, Inc.'s 21.1, placing ELECTRONIC ARTS INC. ahead in operating efficiency. Gross margins stand at ELECTRONIC ARTS INC. 77% 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.