analyticsVertical SaaS
Data as of Q4 2018
Summary Verdict
SQ: 5—ALRM: 0wins
Rule of 40
99.5SQ
18.7ALRM
check_circleSQ leads
Revenue Growth
44.8%SQ
8.0%ALRM
check_circleSQ leads
Gross Margin
324%SQ
66%ALRM
check_circleSQ leads
FCF Margin
54.8%SQ
10.7%ALRM
check_circleSQ leads
Operating Margin
32.8%SQ
12.8%ALRM
check_circleSQ leads
NRR
—SQ
—ALRM
Metric
Rule of 40Efficiency score
SQ
99.5check_circle
ALRM
18.7
Revenue GrowthYoY
SQ
44.8%check_circle
ALRM
8.0%
Gross Margin% of revenue
SQ
324%check_circle
ALRM
66%
FCF MarginFree cash flow
SQ
54.8%check_circle
ALRM
10.7%
Operating MarginGAAP
SQ
32.8%check_circle
ALRM
12.8%
NRRNet retention
SQ
N/A
ALRM
N/A
EV / RevenueValuation multiple
SQ
11.4x
ALRM
1.0xcheck_circle
Market CapUSD
SQ
$40.5Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
SQ
N/A
ALRM
N/A
CAC PaybackMonths to recover
SQ
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2018, Block, Inc. trades at 11.4x EV/Revenue versus Alarm.com Holdings, Inc. at 1.0x. On the Rule of 40, Block, Inc. scores 99.5 compared to Alarm.com Holdings, Inc.'s 18.7, placing Block, Inc. ahead in operating efficiency. Gross margins stand at Block, Inc. 324% 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.