analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
GWRE: 3—ALRM: 2wins
Rule of 40
53.2GWRE
21.1ALRM
check_circleGWRE leads
Revenue Growth
30.0%GWRE
7.6%ALRM
check_circleGWRE leads
Gross Margin
59%GWRE
66%ALRM
check_circleALRM leads
FCF Margin
23.1%GWRE
13.6%ALRM
check_circleGWRE leads
Operating Margin
3.2%GWRE
13.2%ALRM
check_circleALRM leads
NRR
—GWRE
—ALRM
Metric
Rule of 40Efficiency score
GWRE
53.2check_circle
ALRM
21.1
Revenue GrowthYoY
GWRE
30.0%check_circle
ALRM
7.6%
Gross Margin% of revenue
GWRE
59%
ALRM
66%check_circle
FCF MarginFree cash flow
GWRE
23.1%check_circle
ALRM
13.6%
Operating MarginGAAP
GWRE
3.2%
ALRM
13.2%check_circle
NRRNet retention
GWRE
N/A
ALRM
N/A
EV / RevenueValuation multiple
GWRE
9.2x
ALRM
N/A
Market CapUSD
GWRE
$11.8B
ALRM
N/A
ARR GrowthYoY
GWRE
N/A
ALRM
N/A
CAC PaybackMonths to recover
GWRE
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, Guidewire Software, Inc. trades at 9.2x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Guidewire Software, Inc. scores 53.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing Guidewire Software, Inc. ahead in operating efficiency. Gross margins stand at Guidewire Software, Inc. 59% 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.