analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 1—TENB: 4wins
Rule of 40
18.7ALRM
36.6TENB
check_circleTENB leads
Revenue Growth
8.0%ALRM
11.2%TENB
check_circleTENB leads
Gross Margin
66%ALRM
78%TENB
check_circleTENB leads
FCF Margin
10.7%ALRM
25.4%TENB
check_circleTENB leads
Operating Margin
12.8%ALRM
-0.9%TENB
check_circleALRM leads
NRR
—ALRM
—TENB
Metric
Rule of 40Efficiency score
ALRM
18.7
TENB
36.6check_circle
Revenue GrowthYoY
ALRM
8.0%
TENB
11.2%check_circle
Gross Margin% of revenue
ALRM
66%
TENB
78%check_circle
FCF MarginFree cash flow
ALRM
10.7%
TENB
25.4%check_circle
Operating MarginGAAP
ALRM
12.8%check_circle
TENB
-0.9%
NRRNet retention
ALRM
N/A
TENB
N/A
EV / RevenueValuation multiple
ALRM
N/A
TENB
N/A
Market CapUSD
ALRM
N/A
TENB
N/A
ARR GrowthYoY
ALRM
N/A
TENB
N/A
CAC PaybackMonths to recover
ALRM
N/A
TENB
N/A
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Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Tenable Holdings, Inc. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Tenable Holdings, Inc.'s 36.6, placing Tenable Holdings, Inc. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Tenable Holdings, Inc. 78%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.