Summary Verdict
ALRM: 2—NAVN: 3wins
Rule of 40
18.7ALRM
39.4NAVN
check_circleNAVN leads
Revenue Growth
8.0%ALRM
34.8%NAVN
check_circleNAVN leads
Gross Margin
66%ALRM
72%NAVN
check_circleNAVN leads
FCF Margin
10.7%ALRM
4.5%NAVN
check_circleALRM leads
Operating Margin
12.8%ALRM
-18.3%NAVN
check_circleALRM leads
NRR
—ALRM
—NAVN
Metric
Rule of 40Efficiency score
ALRM
18.7
NAVN
39.4check_circle
Revenue GrowthYoY
ALRM
8.0%
NAVN
34.8%check_circle
Gross Margin% of revenue
ALRM
66%
NAVN
72%check_circle
FCF MarginFree cash flow
ALRM
10.7%check_circle
NAVN
4.5%
Operating MarginGAAP
ALRM
12.8%check_circle
NAVN
-18.3%
NRRNet retention
ALRM
N/A
NAVN
N/A
EV / RevenueValuation multiple
ALRM
N/A
NAVN
N/A
Market CapUSD
ALRM
N/A
NAVN
N/A
ARR GrowthYoY
ALRM
N/A
NAVN
N/A
CAC PaybackMonths to recover
ALRM
N/A
NAVN
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Navan, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Navan, Inc.'s 39.4, placing Navan, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Navan, Inc. 72%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.