analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
INTU: 4—ALRM: 1wins
Rule of 40
162.0INTU
18.7ALRM
check_circleINTU leads
Revenue Growth
157.9%INTU
8.0%ALRM
check_circleINTU leads
Gross Margin
99%INTU
66%ALRM
check_circleINTU leads
FCF Margin
4.0%INTU
10.7%ALRM
check_circleALRM leads
Operating Margin
36.7%INTU
12.8%ALRM
check_circleINTU leads
NRR
—INTU
—ALRM
Metric
Rule of 40Efficiency score
INTU
162.0check_circle
ALRM
18.7
Revenue GrowthYoY
INTU
157.9%check_circle
ALRM
8.0%
Gross Margin% of revenue
INTU
99%check_circle
ALRM
66%
FCF MarginFree cash flow
INTU
4.0%
ALRM
10.7%check_circle
Operating MarginGAAP
INTU
36.7%check_circle
ALRM
12.8%
NRRNet retention
INTU
N/A
ALRM
N/A
EV / RevenueValuation multiple
INTU
3.4x
ALRM
1.1xcheck_circle
Market CapUSD
INTU
$81.2Bcheck_circle
ALRM
$2.2B
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 Q2 2026, INTUIT INC. trades at 3.4x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, INTUIT INC. scores 162.0 compared to Alarm.com Holdings, Inc.'s 18.7, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at INTUIT INC. 99% 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.