analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
KVYO: 4—ALRM: 1wins
Rule of 40
48.5KVYO
21.1ALRM
check_circleKVYO leads
Revenue Growth
31.6%KVYO
7.6%ALRM
check_circleKVYO leads
Gross Margin
75%KVYO
66%ALRM
check_circleKVYO leads
FCF Margin
16.9%KVYO
13.6%ALRM
check_circleKVYO leads
Operating Margin
-5.5%KVYO
13.2%ALRM
check_circleALRM leads
NRR
—KVYO
—ALRM
Metric
Rule of 40Efficiency score
KVYO
48.5check_circle
ALRM
21.1
Revenue GrowthYoY
KVYO
31.6%check_circle
ALRM
7.6%
Gross Margin% of revenue
KVYO
75%check_circle
ALRM
66%
FCF MarginFree cash flow
KVYO
16.9%check_circle
ALRM
13.6%
Operating MarginGAAP
KVYO
-5.5%
ALRM
13.2%check_circle
NRRNet retention
KVYO
N/A
ALRM
N/A
EV / RevenueValuation multiple
KVYO
N/A
ALRM
N/A
Market CapUSD
KVYO
N/A
ALRM
N/A
ARR GrowthYoY
KVYO
N/A
ALRM
N/A
CAC PaybackMonths to recover
KVYO
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Klaviyo, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Klaviyo, Inc. scores 48.5 compared to Alarm.com Holdings, Inc.'s 21.1, placing Klaviyo, Inc. ahead in operating efficiency. Gross margins stand at Klaviyo, Inc. 75% 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.