analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
XZO: 4—ALRM: 1wins
Rule of 40
108.2XZO
21.1ALRM
check_circleXZO leads
Revenue Growth
62.0%XZO
7.6%ALRM
check_circleXZO leads
Gross Margin
60%XZO
66%ALRM
check_circleALRM leads
FCF Margin
46.2%XZO
13.6%ALRM
check_circleXZO leads
Operating Margin
48.9%XZO
13.2%ALRM
check_circleXZO leads
NRR
—XZO
—ALRM
Metric
Rule of 40Efficiency score
XZO
108.2check_circle
ALRM
21.1
Revenue GrowthYoY
XZO
62.0%check_circle
ALRM
7.6%
Gross Margin% of revenue
XZO
60%
ALRM
66%check_circle
FCF MarginFree cash flow
XZO
46.2%check_circle
ALRM
13.6%
Operating MarginGAAP
XZO
48.9%check_circle
ALRM
13.2%
NRRNet retention
XZO
N/A
ALRM
N/A
EV / RevenueValuation multiple
XZO
N/A
ALRM
N/A
Market CapUSD
XZO
N/A
ALRM
N/A
ARR GrowthYoY
XZO
N/A
ALRM
N/A
CAC PaybackMonths to recover
XZO
N/A
ALRM
N/A
Advertisement
insights
Analysis
As of Q4 2025, Exzeo Group, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Exzeo Group, Inc. scores 108.2 compared to Alarm.com Holdings, Inc.'s 21.1, placing Exzeo Group, Inc. ahead in operating efficiency. Gross margins stand at Exzeo Group, Inc. 60% 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.