analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FSLY: 1—ALRM: 4wins
Rule of 40
18.0FSLY
18.7ALRM
check_circleALRM leads
Revenue Growth
14.8%FSLY
8.0%ALRM
check_circleFSLY leads
Gross Margin
57%FSLY
66%ALRM
check_circleALRM leads
FCF Margin
3.2%FSLY
10.7%ALRM
check_circleALRM leads
Operating Margin
-20.5%FSLY
12.8%ALRM
check_circleALRM leads
NRR
—FSLY
—ALRM
Metric
Rule of 40Efficiency score
FSLY
18.0
ALRM
18.7check_circle
Revenue GrowthYoY
FSLY
14.8%check_circle
ALRM
8.0%
Gross Margin% of revenue
FSLY
57%
ALRM
66%check_circle
FCF MarginFree cash flow
FSLY
3.2%
ALRM
10.7%check_circle
Operating MarginGAAP
FSLY
-20.5%
ALRM
12.8%check_circle
NRRNet retention
FSLY
N/A
ALRM
N/A
EV / RevenueValuation multiple
FSLY
5.6x
ALRM
1.1xcheck_circle
Market CapUSD
FSLY
$2.8Bcheck_circle
ALRM
$2.2B
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 Q1 2026, Fastly, Inc. trades at 5.6x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, Fastly, Inc. scores 18.0 compared to Alarm.com Holdings, Inc.'s 18.7, placing Alarm.com Holdings, 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.