analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
TTWO: 1—ALRM: 4wins
Rule of 40
15.1TTWO
21.1ALRM
check_circleALRM leads
Revenue Growth
18.4%TTWO
7.6%ALRM
check_circleTTWO leads
Gross Margin
48%TTWO
66%ALRM
check_circleALRM leads
FCF Margin
-3.4%TTWO
13.6%ALRM
check_circleALRM leads
Operating Margin
-69.3%TTWO
13.2%ALRM
check_circleALRM leads
NRR
—TTWO
—ALRM
Metric
Rule of 40Efficiency score
TTWO
15.1
ALRM
21.1check_circle
Revenue GrowthYoY
TTWO
18.4%check_circle
ALRM
7.6%
Gross Margin% of revenue
TTWO
48%
ALRM
66%check_circle
FCF MarginFree cash flow
TTWO
-3.4%
ALRM
13.6%check_circle
Operating MarginGAAP
TTWO
-69.3%
ALRM
13.2%check_circle
NRRNet retention
TTWO
N/A
ALRM
N/A
EV / RevenueValuation multiple
TTWO
6.3x
ALRM
N/A
Market CapUSD
TTWO
$39.0B
ALRM
N/A
ARR GrowthYoY
TTWO
N/A
ALRM
N/A
CAC PaybackMonths to recover
TTWO
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, TAKE TWO INTERACTIVE SOFTWARE INC trades at 6.3x EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, TAKE TWO INTERACTIVE SOFTWARE INC scores 15.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing Alarm.com Holdings, Inc. ahead in operating efficiency. Gross margins stand at TAKE TWO INTERACTIVE SOFTWARE INC 48% 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.