analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NTNX: 4—ALRM: 1wins
Rule of 40
53.0NTNX
21.1ALRM
check_circleNTNX leads
Revenue Growth
25.1%NTNX
7.6%ALRM
check_circleNTNX leads
Gross Margin
82%NTNX
66%ALRM
check_circleNTNX leads
FCF Margin
27.9%NTNX
13.6%ALRM
check_circleNTNX leads
Operating Margin
6.4%NTNX
13.2%ALRM
check_circleALRM leads
NRR
—NTNX
—ALRM
Metric
Rule of 40Efficiency score
NTNX
53.0check_circle
ALRM
21.1
Revenue GrowthYoY
NTNX
25.1%check_circle
ALRM
7.6%
Gross Margin% of revenue
NTNX
82%check_circle
ALRM
66%
FCF MarginFree cash flow
NTNX
27.9%check_circle
ALRM
13.6%
Operating MarginGAAP
NTNX
6.4%
ALRM
13.2%check_circle
NRRNet retention
NTNX
N/A
ALRM
N/A
EV / RevenueValuation multiple
NTNX
3.8x
ALRM
N/A
Market CapUSD
NTNX
$10.8B
ALRM
N/A
ARR GrowthYoY
NTNX
N/A
ALRM
N/A
CAC PaybackMonths to recover
NTNX
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, Nutanix, Inc. trades at 3.8x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Nutanix, Inc. scores 53.0 compared to Alarm.com Holdings, Inc.'s 21.1, placing Nutanix, Inc. ahead in operating efficiency. Gross margins stand at Nutanix, Inc. 82% 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.