analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
INTU: 3—ALRM: 2wins
Rule of 40
128.7INTU
21.1ALRM
check_circleINTU leads
Revenue Growth
110.3%INTU
7.6%ALRM
check_circleINTU leads
Gross Margin
61%INTU
66%ALRM
check_circleALRM leads
FCF Margin
18.4%INTU
13.6%ALRM
check_circleINTU leads
Operating Margin
12.7%INTU
13.2%ALRM
check_circleALRM leads
NRR
—INTU
—ALRM
Metric
Rule of 40Efficiency score
INTU
128.7check_circle
ALRM
21.1
Revenue GrowthYoY
INTU
110.3%check_circle
ALRM
7.6%
Gross Margin% of revenue
INTU
61%
ALRM
66%check_circle
FCF MarginFree cash flow
INTU
18.4%check_circle
ALRM
13.6%
Operating MarginGAAP
INTU
12.7%
ALRM
13.2%check_circle
NRRNet retention
INTU
N/A
ALRM
N/A
EV / RevenueValuation multiple
INTU
5.6x
ALRM
N/A
Market CapUSD
INTU
$109.5B
ALRM
N/A
ARR GrowthYoY
INTU
N/A
ALRM
N/A
CAC PaybackMonths to recover
INTU
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, INTUIT INC. trades at 5.6x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, INTUIT INC. scores 128.7 compared to Alarm.com Holdings, Inc.'s 21.1, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at INTUIT INC. 61% 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.