analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
NRDS: 4—ALRM: 1wins
Rule of 40
37.2NRDS
21.1ALRM
check_circleNRDS leads
Revenue Growth
21.7%NRDS
7.6%ALRM
check_circleNRDS leads
Gross Margin
92%NRDS
66%ALRM
check_circleNRDS leads
FCF Margin
15.6%NRDS
13.6%ALRM
check_circleNRDS leads
Operating Margin
7.8%NRDS
13.2%ALRM
check_circleALRM leads
NRR
—NRDS
—ALRM
Metric
Rule of 40Efficiency score
NRDS
37.2check_circle
ALRM
21.1
Revenue GrowthYoY
NRDS
21.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
NRDS
92%check_circle
ALRM
66%
FCF MarginFree cash flow
NRDS
15.6%check_circle
ALRM
13.6%
Operating MarginGAAP
NRDS
7.8%
ALRM
13.2%check_circle
NRRNet retention
NRDS
N/A
ALRM
N/A
EV / RevenueValuation multiple
NRDS
N/A
ALRM
N/A
Market CapUSD
NRDS
N/A
ALRM
N/A
ARR GrowthYoY
NRDS
N/A
ALRM
N/A
CAC PaybackMonths to recover
NRDS
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, NERDWALLET, INC. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, NERDWALLET, INC. scores 37.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing NERDWALLET, INC. ahead in operating efficiency. Gross margins stand at NERDWALLET, INC. 92% 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.