analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
VERX: 3—ALRM: 2wins
Rule of 40
27.8VERX
21.1ALRM
check_circleVERX leads
Revenue Growth
12.3%VERX
7.6%ALRM
check_circleVERX leads
Gross Margin
64%VERX
66%ALRM
check_circleALRM leads
FCF Margin
15.5%VERX
13.6%ALRM
check_circleVERX leads
Operating Margin
0.3%VERX
13.2%ALRM
check_circleALRM leads
NRR
—VERX
—ALRM
Metric
Rule of 40Efficiency score
VERX
27.8check_circle
ALRM
21.1
Revenue GrowthYoY
VERX
12.3%check_circle
ALRM
7.6%
Gross Margin% of revenue
VERX
64%
ALRM
66%check_circle
FCF MarginFree cash flow
VERX
15.5%check_circle
ALRM
13.6%
Operating MarginGAAP
VERX
0.3%
ALRM
13.2%check_circle
NRRNet retention
VERX
N/A
ALRM
N/A
EV / RevenueValuation multiple
VERX
N/A
ALRM
N/A
Market CapUSD
VERX
N/A
ALRM
N/A
ARR GrowthYoY
VERX
N/A
ALRM
N/A
CAC PaybackMonths to recover
VERX
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Vertex, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Vertex, Inc. scores 27.8 compared to Alarm.com Holdings, Inc.'s 21.1, placing Vertex, Inc. ahead in operating efficiency. Gross margins stand at Vertex, Inc. 64% 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.