analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
PTC: 5—ALRM: 0wins
Rule of 40
44.0PTC
21.1ALRM
check_circlePTC leads
Revenue Growth
10.1%PTC
7.6%ALRM
check_circlePTC leads
Gross Margin
91%PTC
66%ALRM
check_circlePTC leads
FCF Margin
33.8%PTC
13.6%ALRM
check_circlePTC leads
Operating Margin
38.8%PTC
13.2%ALRM
check_circlePTC leads
NRR
—PTC
—ALRM
Metric
Rule of 40Efficiency score
PTC
44.0check_circle
ALRM
21.1
Revenue GrowthYoY
PTC
10.1%check_circle
ALRM
7.6%
Gross Margin% of revenue
PTC
91%check_circle
ALRM
66%
FCF MarginFree cash flow
PTC
33.8%check_circle
ALRM
13.6%
Operating MarginGAAP
PTC
38.8%check_circle
ALRM
13.2%
NRRNet retention
PTC
N/A
ALRM
N/A
EV / RevenueValuation multiple
PTC
6.8x
ALRM
N/A
Market CapUSD
PTC
$16.3B
ALRM
N/A
ARR GrowthYoY
PTC
N/A
ALRM
N/A
CAC PaybackMonths to recover
PTC
N/A
ALRM
N/A
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Analysis
As of Q4 2025, PTC INC. trades at 6.8x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, PTC INC. scores 44.0 compared to Alarm.com Holdings, Inc.'s 21.1, placing PTC INC. ahead in operating efficiency. Gross margins stand at PTC INC. 91% 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.