analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—NTNX: 4wins
Rule of 40
18.7ALRM
45.8NTNX
check_circleNTNX leads
Revenue Growth
8.0%ALRM
27.3%NTNX
check_circleNTNX leads
Gross Margin
66%ALRM
87%NTNX
check_circleNTNX leads
FCF Margin
10.7%ALRM
18.4%NTNX
check_circleNTNX leads
Operating Margin
12.8%ALRM
9.2%NTNX
check_circleALRM leads
NRR
—ALRM
—NTNX
Metric
Rule of 40Efficiency score
ALRM
18.7
NTNX
45.8check_circle
Revenue GrowthYoY
ALRM
8.0%
NTNX
27.3%check_circle
Gross Margin% of revenue
ALRM
66%
NTNX
87%check_circle
FCF MarginFree cash flow
ALRM
10.7%
NTNX
18.4%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
NTNX
9.2%
NRRNet retention
ALRM
N/A
NTNX
N/A
EV / RevenueValuation multiple
ALRM
N/A
NTNX
N/A
Market CapUSD
ALRM
N/A
NTNX
N/A
ARR GrowthYoY
ALRM
N/A
NTNX
N/A
CAC PaybackMonths to recover
ALRM
N/A
NTNX
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Nutanix, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Nutanix, Inc.'s 45.8, placing Nutanix, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Nutanix, Inc. 87%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.