analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FROG: 4—ALRM: 1wins
Rule of 40
41.1FROG
18.7ALRM
check_circleFROG leads
Revenue Growth
26.1%FROG
8.0%ALRM
check_circleFROG leads
Gross Margin
77%FROG
66%ALRM
check_circleFROG leads
FCF Margin
14.9%FROG
10.7%ALRM
check_circleFROG leads
Operating Margin
-15.4%FROG
12.8%ALRM
check_circleALRM leads
NRR
—FROG
—ALRM
Metric
Rule of 40Efficiency score
FROG
41.1check_circle
ALRM
18.7
Revenue GrowthYoY
FROG
26.1%check_circle
ALRM
8.0%
Gross Margin% of revenue
FROG
77%check_circle
ALRM
66%
FCF MarginFree cash flow
FROG
14.9%check_circle
ALRM
10.7%
Operating MarginGAAP
FROG
-15.4%
ALRM
12.8%check_circle
NRRNet retention
FROG
N/A
ALRM
N/A
EV / RevenueValuation multiple
FROG
18.7x
ALRM
1.1xcheck_circle
Market CapUSD
FROG
$10.2Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
FROG
N/A
ALRM
N/A
CAC PaybackMonths to recover
FROG
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, JFrog Ltd trades at 18.7x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, JFrog Ltd scores 41.1 compared to Alarm.com Holdings, Inc.'s 18.7, placing JFrog Ltd ahead in operating efficiency. Gross margins stand at JFrog Ltd 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.