analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
VIA: 2—ALRM: 3wins
Rule of 40
21.1VIA
21.1ALRM
check_circleVIA leads
Revenue Growth
28.6%VIA
7.6%ALRM
check_circleVIA leads
Gross Margin
40%VIA
66%ALRM
check_circleALRM leads
FCF Margin
-7.5%VIA
13.6%ALRM
check_circleALRM leads
Operating Margin
-17.6%VIA
13.2%ALRM
check_circleALRM leads
NRR
—VIA
—ALRM
Metric
Rule of 40Efficiency score
VIA
21.1check_circle
ALRM
21.1
Revenue GrowthYoY
VIA
28.6%check_circle
ALRM
7.6%
Gross Margin% of revenue
VIA
40%
ALRM
66%check_circle
FCF MarginFree cash flow
VIA
-7.5%
ALRM
13.6%check_circle
Operating MarginGAAP
VIA
-17.6%
ALRM
13.2%check_circle
NRRNet retention
VIA
N/A
ALRM
N/A
EV / RevenueValuation multiple
VIA
N/A
ALRM
N/A
Market CapUSD
VIA
N/A
ALRM
N/A
ARR GrowthYoY
VIA
N/A
ALRM
N/A
CAC PaybackMonths to recover
VIA
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Via Transportation, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Via Transportation, Inc. scores 21.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing Via Transportation, Inc. ahead in operating efficiency. Gross margins stand at Via Transportation, Inc. 40% 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.