analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—SOUN: 2wins
Rule of 40
18.7ALRM
40.8SOUN
check_circleSOUN leads
Revenue Growth
8.0%ALRM
99.5%SOUN
check_circleSOUN leads
Gross Margin
66%ALRM
42%SOUN
check_circleALRM leads
FCF Margin
10.7%ALRM
-58.7%SOUN
check_circleALRM leads
Operating Margin
12.8%ALRM
-13.8%SOUN
check_circleALRM leads
NRR
—ALRM
—SOUN
Metric
Rule of 40Efficiency score
ALRM
18.7
SOUN
40.8check_circle
Revenue GrowthYoY
ALRM
8.0%
SOUN
99.5%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
SOUN
42%
FCF MarginFree cash flow
ALRM
10.7%check_circle
SOUN
-58.7%
Operating MarginGAAP
ALRM
12.8%check_circle
SOUN
-13.8%
NRRNet retention
ALRM
N/A
SOUN
N/A
EV / RevenueValuation multiple
ALRM
N/A
SOUN
20.4x
Market CapUSD
ALRM
N/A
SOUN
$3.6B
ARR GrowthYoY
ALRM
N/A
SOUN
N/A
CAC PaybackMonths to recover
ALRM
N/A
SOUN
N/A
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insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus SOUNDHOUND AI, INC. at 20.4x. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to SOUNDHOUND AI, INC.'s 40.8, placing SOUNDHOUND AI, INC. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs SOUNDHOUND AI, INC. 42%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.