analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
SEMR: 3—ALRM: 2wins
Rule of 40
30.8SEMR
21.1ALRM
check_circleSEMR leads
Revenue Growth
17.7%SEMR
7.6%ALRM
check_circleSEMR leads
Gross Margin
81%SEMR
66%ALRM
check_circleSEMR leads
FCF Margin
13.0%SEMR
13.6%ALRM
check_circleALRM leads
Operating Margin
-5.1%SEMR
13.2%ALRM
check_circleALRM leads
NRR
—SEMR
—ALRM
Metric
Rule of 40Efficiency score
SEMR
30.8check_circle
ALRM
21.1
Revenue GrowthYoY
SEMR
17.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
SEMR
81%check_circle
ALRM
66%
FCF MarginFree cash flow
SEMR
13.0%
ALRM
13.6%check_circle
Operating MarginGAAP
SEMR
-5.1%
ALRM
13.2%check_circle
NRRNet retention
SEMR
N/A
ALRM
N/A
EV / RevenueValuation multiple
SEMR
N/A
ALRM
N/A
Market CapUSD
SEMR
N/A
ALRM
N/A
ARR GrowthYoY
SEMR
N/A
ALRM
N/A
CAC PaybackMonths to recover
SEMR
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, SEMrush Holdings, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, SEMrush Holdings, Inc. scores 30.8 compared to Alarm.com Holdings, Inc.'s 21.1, placing SEMrush Holdings, Inc. ahead in operating efficiency. Gross margins stand at SEMrush Holdings, Inc. 81% 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.