analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NTSK: 3—ALRM: 2wins
Rule of 40
33.9NTSK
21.1ALRM
check_circleNTSK leads
Revenue Growth
31.7%NTSK
7.6%ALRM
check_circleNTSK leads
Gross Margin
68%NTSK
66%ALRM
check_circleNTSK leads
FCF Margin
2.1%NTSK
13.6%ALRM
check_circleALRM leads
Operating Margin
-92.0%NTSK
13.2%ALRM
check_circleALRM leads
NRR
—NTSK
—ALRM
Metric
Rule of 40Efficiency score
NTSK
33.9check_circle
ALRM
21.1
Revenue GrowthYoY
NTSK
31.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
NTSK
68%check_circle
ALRM
66%
FCF MarginFree cash flow
NTSK
2.1%
ALRM
13.6%check_circle
Operating MarginGAAP
NTSK
-92.0%
ALRM
13.2%check_circle
NRRNet retention
NTSK
N/A
ALRM
N/A
EV / RevenueValuation multiple
NTSK
N/A
ALRM
N/A
Market CapUSD
NTSK
N/A
ALRM
N/A
ARR GrowthYoY
NTSK
N/A
ALRM
N/A
CAC PaybackMonths to recover
NTSK
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, Netskope Inc trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Netskope Inc scores 33.9 compared to Alarm.com Holdings, Inc.'s 21.1, placing Netskope Inc ahead in operating efficiency. Gross margins stand at Netskope Inc 68% 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.