Summary Verdict
RBLX: 4—ALRM: 1wins
Rule of 40
63.5RBLX
21.1ALRM
check_circleRBLX leads
Revenue Growth
35.8%RBLX
7.6%ALRM
check_circleRBLX leads
Gross Margin
89%RBLX
66%ALRM
check_circleRBLX leads
FCF Margin
27.7%RBLX
13.6%ALRM
check_circleRBLX leads
Operating Margin
-25.2%RBLX
13.2%ALRM
check_circleALRM leads
NRR
—RBLX
—ALRM
Metric
Rule of 40Efficiency score
RBLX
63.5check_circle
ALRM
21.1
Revenue GrowthYoY
RBLX
35.8%check_circle
ALRM
7.6%
Gross Margin% of revenue
RBLX
89%check_circle
ALRM
66%
FCF MarginFree cash flow
RBLX
27.7%check_circle
ALRM
13.6%
Operating MarginGAAP
RBLX
-25.2%
ALRM
13.2%check_circle
NRRNet retention
RBLX
N/A
ALRM
N/A
EV / RevenueValuation multiple
RBLX
N/A
ALRM
N/A
Market CapUSD
RBLX
N/A
ALRM
N/A
ARR GrowthYoY
RBLX
N/A
ALRM
N/A
CAC PaybackMonths to recover
RBLX
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Roblox Corp trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Roblox Corp scores 63.5 compared to Alarm.com Holdings, Inc.'s 21.1, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 89% 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.