analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
TENB: 4—ALRM: 1wins
Rule of 40
36.5TENB
21.1ALRM
check_circleTENB leads
Revenue Growth
11.0%TENB
7.6%ALRM
check_circleTENB leads
Gross Margin
78%TENB
66%ALRM
check_circleTENB leads
FCF Margin
25.5%TENB
13.6%ALRM
check_circleTENB leads
Operating Margin
-0.9%TENB
13.2%ALRM
check_circleALRM leads
NRR
—TENB
—ALRM
Metric
Rule of 40Efficiency score
TENB
36.5check_circle
ALRM
21.1
Revenue GrowthYoY
TENB
11.0%check_circle
ALRM
7.6%
Gross Margin% of revenue
TENB
78%check_circle
ALRM
66%
FCF MarginFree cash flow
TENB
25.5%check_circle
ALRM
13.6%
Operating MarginGAAP
TENB
-0.9%
ALRM
13.2%check_circle
NRRNet retention
TENB
N/A
ALRM
N/A
EV / RevenueValuation multiple
TENB
N/A
ALRM
N/A
Market CapUSD
TENB
N/A
ALRM
N/A
ARR GrowthYoY
TENB
N/A
ALRM
N/A
CAC PaybackMonths to recover
TENB
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Tenable Holdings, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Tenable Holdings, Inc. scores 36.5 compared to Alarm.com Holdings, Inc.'s 21.1, placing Tenable Holdings, Inc. ahead in operating efficiency. Gross margins stand at Tenable Holdings, 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.