analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ORCL: 2—ALRM: 3wins
Rule of 40
17.0ORCL
21.1ALRM
check_circleALRM leads
Revenue Growth
17.6%ORCL
7.6%ALRM
check_circleORCL leads
Gross Margin
39%ORCL
66%ALRM
check_circleALRM leads
FCF Margin
-0.6%ORCL
13.6%ALRM
check_circleALRM leads
Operating Margin
28.4%ORCL
13.2%ALRM
check_circleORCL leads
NRR
—ORCL
—ALRM
Metric
Rule of 40Efficiency score
ORCL
17.0
ALRM
21.1check_circle
Revenue GrowthYoY
ORCL
17.6%check_circle
ALRM
7.6%
Gross Margin% of revenue
ORCL
39%
ALRM
66%check_circle
FCF MarginFree cash flow
ORCL
-0.6%
ALRM
13.6%check_circle
Operating MarginGAAP
ORCL
28.4%check_circle
ALRM
13.2%
NRRNet retention
ORCL
N/A
ALRM
N/A
EV / RevenueValuation multiple
ORCL
7.8x
ALRM
N/A
Market CapUSD
ORCL
$498.4B
ALRM
N/A
ARR GrowthYoY
ORCL
N/A
ALRM
N/A
CAC PaybackMonths to recover
ORCL
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, ORACLE CORP trades at 7.8x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, ORACLE CORP scores 17.0 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at ORACLE CORP 39% 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.