analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RBLX: 4—ALRM: 1wins
Rule of 40
62.9RBLX
18.7ALRM
check_circleRBLX leads
Revenue Growth
36.5%RBLX
8.0%ALRM
check_circleRBLX leads
Gross Margin
92%RBLX
66%ALRM
check_circleRBLX leads
FCF Margin
26.4%RBLX
10.7%ALRM
check_circleRBLX leads
Operating Margin
-23.8%RBLX
12.8%ALRM
check_circleALRM leads
NRR
—RBLX
—ALRM
Metric
Rule of 40Efficiency score
RBLX
62.9check_circle
ALRM
18.7
Revenue GrowthYoY
RBLX
36.5%check_circle
ALRM
8.0%
Gross Margin% of revenue
RBLX
92%check_circle
ALRM
66%
FCF MarginFree cash flow
RBLX
26.4%check_circle
ALRM
10.7%
Operating MarginGAAP
RBLX
-23.8%
ALRM
12.8%check_circle
NRRNet retention
RBLX
N/A
ALRM
N/A
EV / RevenueValuation multiple
RBLX
6.2x
ALRM
1.1xcheck_circle
Market CapUSD
RBLX
$29.9Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
RBLX
N/A
ALRM
N/A
CAC PaybackMonths to recover
RBLX
N/A
ALRM
N/A
Advertisement
insights
Analysis
As of Q1 2026, Roblox Corp trades at 6.2x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, Roblox Corp scores 62.9 compared to Alarm.com Holdings, Inc.'s 18.7, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 92% 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.