analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FA: 2—ALRM: 2wins
Rule of 40
88.2FA
18.7ALRM
check_circleFA leads
Revenue Growth
79.0%FA
8.0%ALRM
check_circleFA leads
Gross Margin
—FA
66%ALRM
FCF Margin
9.2%FA
10.7%ALRM
check_circleALRM leads
Operating Margin
7.9%FA
12.8%ALRM
check_circleALRM leads
NRR
—FA
—ALRM
Metric
Rule of 40Efficiency score
FA
88.2check_circle
ALRM
18.7
Revenue GrowthYoY
FA
79.0%check_circle
ALRM
8.0%
Gross Margin% of revenue
FA
N/A
ALRM
66%
FCF MarginFree cash flow
FA
9.2%
ALRM
10.7%check_circle
Operating MarginGAAP
FA
7.9%
ALRM
12.8%check_circle
NRRNet retention
FA
N/A
ALRM
N/A
EV / RevenueValuation multiple
FA
3.0x
ALRM
1.1xcheck_circle
Market CapUSD
FA
$2.7Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
FA
N/A
ALRM
N/A
CAC PaybackMonths to recover
FA
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, FIRST ADVANTAGE CORP trades at 3.0x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, FIRST ADVANTAGE CORP scores 88.2 compared to Alarm.com Holdings, Inc.'s 18.7, placing FIRST ADVANTAGE CORP ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.