analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
U: 3—ALRM: 2wins
Rule of 40
23.9U
21.1ALRM
check_circleU leads
Revenue Growth
2.0%U
7.6%ALRM
check_circleALRM leads
Gross Margin
74%U
66%ALRM
check_circleU leads
FCF Margin
21.8%U
13.6%ALRM
check_circleU leads
Operating Margin
-25.9%U
13.2%ALRM
check_circleALRM leads
NRR
—U
—ALRM
Metric
Rule of 40Efficiency score
U
23.9check_circle
ALRM
21.1
Revenue GrowthYoY
U
2.0%
ALRM
7.6%check_circle
Gross Margin% of revenue
U
74%check_circle
ALRM
66%
FCF MarginFree cash flow
U
21.8%check_circle
ALRM
13.6%
Operating MarginGAAP
U
-25.9%
ALRM
13.2%check_circle
NRRNet retention
U
N/A
ALRM
N/A
EV / RevenueValuation multiple
U
N/A
ALRM
N/A
Market CapUSD
U
N/A
ALRM
N/A
ARR GrowthYoY
U
N/A
ALRM
N/A
CAC PaybackMonths to recover
U
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Unity Software Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Unity Software Inc. scores 23.9 compared to Alarm.com Holdings, Inc.'s 21.1, placing Unity Software Inc. ahead in operating efficiency. Gross margins stand at Unity Software Inc. 74% 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.