analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
PATH: 4—ALRM: 1wins
Rule of 40
34.5PATH
21.1ALRM
check_circlePATH leads
Revenue Growth
12.7%PATH
7.6%ALRM
check_circlePATH leads
Gross Margin
83%PATH
66%ALRM
check_circlePATH leads
FCF Margin
21.9%PATH
13.6%ALRM
check_circlePATH leads
Operating Margin
3.5%PATH
13.2%ALRM
check_circleALRM leads
NRR
—PATH
—ALRM
Metric
Rule of 40Efficiency score
PATH
34.5check_circle
ALRM
21.1
Revenue GrowthYoY
PATH
12.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
PATH
83%check_circle
ALRM
66%
FCF MarginFree cash flow
PATH
21.9%check_circle
ALRM
13.6%
Operating MarginGAAP
PATH
3.5%
ALRM
13.2%check_circle
NRRNet retention
PATH
N/A
ALRM
N/A
EV / RevenueValuation multiple
PATH
N/A
ALRM
N/A
Market CapUSD
PATH
N/A
ALRM
N/A
ARR GrowthYoY
PATH
N/A
ALRM
N/A
CAC PaybackMonths to recover
PATH
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, UiPath, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, UiPath, Inc. scores 34.5 compared to Alarm.com Holdings, Inc.'s 21.1, placing UiPath, Inc. ahead in operating efficiency. Gross margins stand at UiPath, Inc. 83% 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.