analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
LAW: 2—ALRM: 3wins
Rule of 40
-3.2LAW
21.1ALRM
check_circleALRM leads
Revenue Growth
8.3%LAW
7.6%ALRM
check_circleLAW leads
Gross Margin
75%LAW
66%ALRM
check_circleLAW leads
FCF Margin
-11.5%LAW
13.6%ALRM
check_circleALRM leads
Operating Margin
-30.7%LAW
13.2%ALRM
check_circleALRM leads
NRR
—LAW
—ALRM
Metric
Rule of 40Efficiency score
LAW
-3.2
ALRM
21.1check_circle
Revenue GrowthYoY
LAW
8.3%check_circle
ALRM
7.6%
Gross Margin% of revenue
LAW
75%check_circle
ALRM
66%
FCF MarginFree cash flow
LAW
-11.5%
ALRM
13.6%check_circle
Operating MarginGAAP
LAW
-30.7%
ALRM
13.2%check_circle
NRRNet retention
LAW
N/A
ALRM
N/A
EV / RevenueValuation multiple
LAW
N/A
ALRM
N/A
Market CapUSD
LAW
N/A
ALRM
N/A
ARR GrowthYoY
LAW
N/A
ALRM
N/A
CAC PaybackMonths to recover
LAW
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, CS Disco, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, CS Disco, Inc. scores -3.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at CS Disco, 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.