analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—IIIV: 4wins
Rule of 40
18.7ALRM
42.3IIIV
check_circleIIIV leads
Revenue Growth
8.0%ALRM
17.7%IIIV
check_circleIIIV leads
Gross Margin
66%ALRM
150%IIIV
check_circleIIIV leads
FCF Margin
10.7%ALRM
24.6%IIIV
check_circleIIIV leads
Operating Margin
12.8%ALRM
2.5%IIIV
check_circleALRM leads
NRR
—ALRM
—IIIV
Metric
Rule of 40Efficiency score
ALRM
18.7
IIIV
42.3check_circle
Revenue GrowthYoY
ALRM
8.0%
IIIV
17.7%check_circle
Gross Margin% of revenue
ALRM
66%
IIIV
150%check_circle
FCF MarginFree cash flow
ALRM
10.7%
IIIV
24.6%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
IIIV
2.5%
NRRNet retention
ALRM
N/A
IIIV
N/A
EV / RevenueValuation multiple
ALRM
N/A
IIIV
N/A
Market CapUSD
ALRM
N/A
IIIV
N/A
ARR GrowthYoY
ALRM
N/A
IIIV
N/A
CAC PaybackMonths to recover
ALRM
N/A
IIIV
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus i3 Verticals, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to i3 Verticals, Inc.'s 42.3, placing i3 Verticals, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs i3 Verticals, Inc. 150%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.