analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—SEMR: 4wins
Rule of 40
18.7ALRM
30.8SEMR
check_circleSEMR leads
Revenue Growth
8.0%ALRM
17.7%SEMR
check_circleSEMR leads
Gross Margin
66%ALRM
81%SEMR
check_circleSEMR leads
FCF Margin
10.7%ALRM
13.0%SEMR
check_circleSEMR leads
Operating Margin
12.8%ALRM
-5.1%SEMR
check_circleALRM leads
NRR
—ALRM
—SEMR
Metric
Rule of 40Efficiency score
ALRM
18.7
SEMR
30.8check_circle
Revenue GrowthYoY
ALRM
8.0%
SEMR
17.7%check_circle
Gross Margin% of revenue
ALRM
66%
SEMR
81%check_circle
FCF MarginFree cash flow
ALRM
10.7%
SEMR
13.0%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
SEMR
-5.1%
NRRNet retention
ALRM
N/A
SEMR
N/A
EV / RevenueValuation multiple
ALRM
N/A
SEMR
3.5x
Market CapUSD
ALRM
N/A
SEMR
$1.8B
ARR GrowthYoY
ALRM
N/A
SEMR
N/A
CAC PaybackMonths to recover
ALRM
N/A
SEMR
N/A
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Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus SEMrush Holdings, Inc. at 3.5x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to SEMrush Holdings, Inc.'s 30.8, placing SEMrush Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SEMrush Holdings, Inc. 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.