analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
SVCO: 1—ALRM: 4wins
Rule of 40
-49.1SVCO
21.1ALRM
check_circleALRM leads
Revenue Growth
5.7%SVCO
7.6%ALRM
check_circleALRM leads
Gross Margin
78%SVCO
66%ALRM
check_circleSVCO leads
FCF Margin
-54.7%SVCO
13.6%ALRM
check_circleALRM leads
Operating Margin
-72.8%SVCO
13.2%ALRM
check_circleALRM leads
NRR
—SVCO
—ALRM
Metric
Rule of 40Efficiency score
SVCO
-49.1
ALRM
21.1check_circle
Revenue GrowthYoY
SVCO
5.7%
ALRM
7.6%check_circle
Gross Margin% of revenue
SVCO
78%check_circle
ALRM
66%
FCF MarginFree cash flow
SVCO
-54.7%
ALRM
13.6%check_circle
Operating MarginGAAP
SVCO
-72.8%
ALRM
13.2%check_circle
NRRNet retention
SVCO
N/A
ALRM
N/A
EV / RevenueValuation multiple
SVCO
N/A
ALRM
N/A
Market CapUSD
SVCO
N/A
ALRM
N/A
ARR GrowthYoY
SVCO
N/A
ALRM
N/A
CAC PaybackMonths to recover
SVCO
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Silvaco Group, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Silvaco Group, Inc. scores -49.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at Silvaco Group, Inc. 78% 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.