analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
FSLY: 2—ALRM: 3wins
Rule of 40
25.3FSLY
21.1ALRM
check_circleFSLY leads
Revenue Growth
14.8%FSLY
7.6%ALRM
check_circleFSLY leads
Gross Margin
57%FSLY
66%ALRM
check_circleALRM leads
FCF Margin
10.5%FSLY
13.6%ALRM
check_circleALRM leads
Operating Margin
-19.1%FSLY
13.2%ALRM
check_circleALRM leads
NRR
—FSLY
—ALRM
Metric
Rule of 40Efficiency score
FSLY
25.3check_circle
ALRM
21.1
Revenue GrowthYoY
FSLY
14.8%check_circle
ALRM
7.6%
Gross Margin% of revenue
FSLY
57%
ALRM
66%check_circle
FCF MarginFree cash flow
FSLY
10.5%
ALRM
13.6%check_circle
Operating MarginGAAP
FSLY
-19.1%
ALRM
13.2%check_circle
NRRNet retention
FSLY
N/A
ALRM
N/A
EV / RevenueValuation multiple
FSLY
N/A
ALRM
N/A
Market CapUSD
FSLY
N/A
ALRM
N/A
ARR GrowthYoY
FSLY
N/A
ALRM
N/A
CAC PaybackMonths to recover
FSLY
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Fastly, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Fastly, Inc. scores 25.3 compared to Alarm.com Holdings, Inc.'s 21.1, placing Fastly, Inc. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% 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.