Summary Verdict
ALRM: 1—ORCL: 4wins
Rule of 40
18.7ALRM
41.9ORCL
check_circleORCL leads
Revenue Growth
8.0%ALRM
17.6%ORCL
check_circleORCL leads
Gross Margin
66%ALRM
37%ORCL
check_circleALRM leads
FCF Margin
10.7%ALRM
24.2%ORCL
check_circleORCL leads
Operating Margin
12.8%ALRM
30.2%ORCL
check_circleORCL leads
NRR
—ALRM
—ORCL
Metric
Rule of 40Efficiency score
ALRM
18.7
ORCL
41.9check_circle
Revenue GrowthYoY
ALRM
8.0%
ORCL
17.6%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
ORCL
37%
FCF MarginFree cash flow
ALRM
10.7%
ORCL
24.2%check_circle
Operating MarginGAAP
ALRM
12.8%
ORCL
30.2%check_circle
NRRNet retention
ALRM
N/A
ORCL
N/A
EV / RevenueValuation multiple
ALRM
N/A
ORCL
N/A
Market CapUSD
ALRM
N/A
ORCL
N/A
ARR GrowthYoY
ALRM
N/A
ORCL
N/A
CAC PaybackMonths to recover
ALRM
N/A
ORCL
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus ORACLE CORP at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to ORACLE CORP's 41.9, placing ORACLE CORP ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs ORACLE CORP 37%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.