analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
IBEX: 2—ALRM: 2wins
Rule of 40
21.9IBEX
21.1ALRM
check_circleIBEX leads
Revenue Growth
17.4%IBEX
7.6%ALRM
check_circleIBEX leads
Gross Margin
—IBEX
66%ALRM
FCF Margin
4.6%IBEX
13.6%ALRM
check_circleALRM leads
Operating Margin
7.8%IBEX
13.2%ALRM
check_circleALRM leads
NRR
—IBEX
—ALRM
Metric
Rule of 40Efficiency score
IBEX
21.9check_circle
ALRM
21.1
Revenue GrowthYoY
IBEX
17.4%check_circle
ALRM
7.6%
Gross Margin% of revenue
IBEX
N/A
ALRM
66%
FCF MarginFree cash flow
IBEX
4.6%
ALRM
13.6%check_circle
Operating MarginGAAP
IBEX
7.8%
ALRM
13.2%check_circle
NRRNet retention
IBEX
N/A
ALRM
N/A
EV / RevenueValuation multiple
IBEX
0.5x
ALRM
N/A
Market CapUSD
IBEX
$379.5M
ALRM
N/A
ARR GrowthYoY
IBEX
N/A
ALRM
N/A
CAC PaybackMonths to recover
IBEX
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, IBEX Ltd trades at 0.5x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, IBEX Ltd scores 21.9 compared to Alarm.com Holdings, Inc.'s 21.1, placing IBEX Ltd 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.