analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
PD: 3—ALRM: 2wins
Rule of 40
28.1PD
21.1ALRM
check_circlePD leads
Revenue Growth
5.4%PD
7.6%ALRM
check_circleALRM leads
Gross Margin
85%PD
66%ALRM
check_circlePD leads
FCF Margin
22.7%PD
13.6%ALRM
check_circlePD leads
Operating Margin
1.2%PD
13.2%ALRM
check_circleALRM leads
NRR
—PD
—ALRM
Metric
Rule of 40Efficiency score
PD
28.1check_circle
ALRM
21.1
Revenue GrowthYoY
PD
5.4%
ALRM
7.6%check_circle
Gross Margin% of revenue
PD
85%check_circle
ALRM
66%
FCF MarginFree cash flow
PD
22.7%check_circle
ALRM
13.6%
Operating MarginGAAP
PD
1.2%
ALRM
13.2%check_circle
NRRNet retention
PD
N/A
ALRM
N/A
EV / RevenueValuation multiple
PD
N/A
ALRM
N/A
Market CapUSD
PD
N/A
ALRM
N/A
ARR GrowthYoY
PD
N/A
ALRM
N/A
CAC PaybackMonths to recover
PD
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, PagerDuty, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, PagerDuty, Inc. scores 28.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing PagerDuty, Inc. ahead in operating efficiency. Gross margins stand at PagerDuty, Inc. 85% 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.