analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EGHT: 0—ALRM: 5wins
Rule of 40
10.3EGHT
18.7ALRM
check_circleALRM leads
Revenue Growth
2.0%EGHT
8.0%ALRM
check_circleALRM leads
Gross Margin
66%EGHT
66%ALRM
check_circleALRM leads
FCF Margin
8.3%EGHT
10.7%ALRM
check_circleALRM leads
Operating Margin
3.4%EGHT
12.8%ALRM
check_circleALRM leads
NRR
—EGHT
—ALRM
Metric
Rule of 40Efficiency score
EGHT
10.3
ALRM
18.7check_circle
Revenue GrowthYoY
EGHT
2.0%
ALRM
8.0%check_circle
Gross Margin% of revenue
EGHT
66%
ALRM
66%check_circle
FCF MarginFree cash flow
EGHT
8.3%
ALRM
10.7%check_circle
Operating MarginGAAP
EGHT
3.4%
ALRM
12.8%check_circle
NRRNet retention
EGHT
N/A
ALRM
N/A
EV / RevenueValuation multiple
EGHT
0.7xcheck_circle
ALRM
1.1x
Market CapUSD
EGHT
$266.8M
ALRM
$2.2Bcheck_circle
ARR GrowthYoY
EGHT
N/A
ALRM
N/A
CAC PaybackMonths to recover
EGHT
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, 8X8 INC /DE/ trades at 0.7x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, 8X8 INC /DE/ scores 10.3 compared to Alarm.com Holdings, Inc.'s 18.7, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at 8X8 INC /DE/ 66% 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.