analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—TDC: 2wins
Rule of 40
18.7ALRM
27.4TDC
check_circleTDC leads
Revenue Growth
8.0%ALRM
-3.7%TDC
check_circleALRM leads
Gross Margin
66%ALRM
60%TDC
check_circleALRM leads
FCF Margin
10.7%ALRM
31.1%TDC
check_circleTDC leads
Operating Margin
12.8%ALRM
6.8%TDC
check_circleALRM leads
NRR
—ALRM
—TDC
Metric
Rule of 40Efficiency score
ALRM
18.7
TDC
27.4check_circle
Revenue GrowthYoY
ALRM
8.0%check_circle
TDC
-3.7%
Gross Margin% of revenue
ALRM
66%check_circle
TDC
60%
FCF MarginFree cash flow
ALRM
10.7%
TDC
31.1%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
TDC
6.8%
NRRNet retention
ALRM
N/A
TDC
N/A
EV / RevenueValuation multiple
ALRM
N/A
TDC
N/A
Market CapUSD
ALRM
N/A
TDC
N/A
ARR GrowthYoY
ALRM
N/A
TDC
N/A
CAC PaybackMonths to recover
ALRM
N/A
TDC
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus TERADATA CORP /DE/ at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to TERADATA CORP /DE/'s 27.4, placing TERADATA CORP /DE/ ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs TERADATA CORP /DE/ 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.