analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
TRMB: 4—ALRM: 1wins
Rule of 40
20.4TRMB
18.7ALRM
check_circleTRMB leads
Revenue Growth
-3.4%TRMB
8.0%ALRM
check_circleALRM leads
Gross Margin
68%TRMB
66%ALRM
check_circleTRMB leads
FCF Margin
23.8%TRMB
10.7%ALRM
check_circleTRMB leads
Operating Margin
14.6%TRMB
12.8%ALRM
check_circleTRMB leads
NRR
—TRMB
—ALRM
Metric
Rule of 40Efficiency score
TRMB
20.4check_circle
ALRM
18.7
Revenue GrowthYoY
TRMB
-3.4%
ALRM
8.0%check_circle
Gross Margin% of revenue
TRMB
68%check_circle
ALRM
66%
FCF MarginFree cash flow
TRMB
23.8%check_circle
ALRM
10.7%
Operating MarginGAAP
TRMB
14.6%check_circle
ALRM
12.8%
NRRNet retention
TRMB
N/A
ALRM
N/A
EV / RevenueValuation multiple
TRMB
3.9x
ALRM
1.1xcheck_circle
Market CapUSD
TRMB
$13.1Bcheck_circle
ALRM
$2.2B
ARR GrowthYoY
TRMB
N/A
ALRM
N/A
CAC PaybackMonths to recover
TRMB
N/A
ALRM
N/A
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insights
Analysis
As of Q2 2026, Trimble Inc. trades at 3.9x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, Trimble Inc. scores 20.4 compared to Alarm.com Holdings, Inc.'s 18.7, placing Trimble Inc. ahead in operating efficiency. Gross margins stand at Trimble Inc. 68% 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.