analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 2—KVYO: 3wins
Rule of 40
18.7ALRM
38.5KVYO
check_circleKVYO leads
Revenue Growth
8.0%ALRM
32.5%KVYO
check_circleKVYO leads
Gross Margin
66%ALRM
76%KVYO
check_circleKVYO leads
FCF Margin
10.7%ALRM
6.0%KVYO
check_circleALRM leads
Operating Margin
12.8%ALRM
-5.2%KVYO
check_circleALRM leads
NRR
—ALRM
—KVYO
Metric
Rule of 40Efficiency score
ALRM
18.7
KVYO
38.5check_circle
Revenue GrowthYoY
ALRM
8.0%
KVYO
32.5%check_circle
Gross Margin% of revenue
ALRM
66%
KVYO
76%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
KVYO
6.0%
Operating MarginGAAP
ALRM
12.8%check_circle
KVYO
-5.2%
NRRNet retention
ALRM
N/A
KVYO
N/A
EV / RevenueValuation multiple
ALRM
N/A
KVYO
N/A
Market CapUSD
ALRM
N/A
KVYO
N/A
ARR GrowthYoY
ALRM
N/A
KVYO
N/A
CAC PaybackMonths to recover
ALRM
N/A
KVYO
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Klaviyo, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Klaviyo, Inc.'s 38.5, placing Klaviyo, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Klaviyo, Inc. 76%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.