analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
XZO: 4—ALRM: 1wins
Rule of 40
95.7XZO
18.7ALRM
check_circleXZO leads
Revenue Growth
43.5%XZO
8.0%ALRM
check_circleXZO leads
Gross Margin
55%XZO
66%ALRM
check_circleALRM leads
FCF Margin
52.2%XZO
10.7%ALRM
check_circleXZO leads
Operating Margin
43.1%XZO
12.8%ALRM
check_circleXZO leads
NRR
—XZO
—ALRM
Metric
Rule of 40Efficiency score
XZO
95.7check_circle
ALRM
18.7
Revenue GrowthYoY
XZO
43.5%check_circle
ALRM
8.0%
Gross Margin% of revenue
XZO
55%
ALRM
66%check_circle
FCF MarginFree cash flow
XZO
52.2%check_circle
ALRM
10.7%
Operating MarginGAAP
XZO
43.1%check_circle
ALRM
12.8%
NRRNet retention
XZO
N/A
ALRM
N/A
EV / RevenueValuation multiple
XZO
6.0x
ALRM
1.1xcheck_circle
Market CapUSD
XZO
$1.2B
ALRM
$2.2Bcheck_circle
ARR GrowthYoY
XZO
N/A
ALRM
N/A
CAC PaybackMonths to recover
XZO
N/A
ALRM
N/A
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insights
Analysis
As of Q1 2026, Exzeo Group, Inc. trades at 6.0x EV/Revenue versus Alarm.com Holdings, Inc. at 1.1x. On the Rule of 40, Exzeo Group, Inc. scores 95.7 compared to Alarm.com Holdings, Inc.'s 18.7, placing Exzeo Group, Inc. ahead in operating efficiency. Gross margins stand at Exzeo Group, Inc. 55% 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.