analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—NRDS: 4wins
Rule of 40
18.7ALRM
33.3NRDS
check_circleNRDS leads
Revenue Growth
8.0%ALRM
21.2%NRDS
check_circleNRDS leads
Gross Margin
66%ALRM
92%NRDS
check_circleNRDS leads
FCF Margin
10.7%ALRM
12.1%NRDS
check_circleNRDS leads
Operating Margin
12.8%ALRM
8.8%NRDS
check_circleALRM leads
NRR
—ALRM
—NRDS
Metric
Rule of 40Efficiency score
ALRM
18.7
NRDS
33.3check_circle
Revenue GrowthYoY
ALRM
8.0%
NRDS
21.2%check_circle
Gross Margin% of revenue
ALRM
66%
NRDS
92%check_circle
FCF MarginFree cash flow
ALRM
10.7%
NRDS
12.1%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
NRDS
8.8%
NRRNet retention
ALRM
N/A
NRDS
N/A
EV / RevenueValuation multiple
ALRM
N/A
NRDS
N/A
Market CapUSD
ALRM
N/A
NRDS
N/A
ARR GrowthYoY
ALRM
N/A
NRDS
N/A
CAC PaybackMonths to recover
ALRM
N/A
NRDS
N/A
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Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus NERDWALLET, INC. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to NERDWALLET, INC.'s 33.3, placing NERDWALLET, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs NERDWALLET, INC. 92%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.