analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ZETA: 3—ALRM: 2wins
Rule of 40
43.9ZETA
21.1ALRM
check_circleZETA leads
Revenue Growth
29.7%ZETA
7.6%ALRM
check_circleZETA leads
Gross Margin
61%ZETA
66%ALRM
check_circleALRM leads
FCF Margin
14.2%ZETA
13.6%ALRM
check_circleZETA leads
Operating Margin
0.4%ZETA
13.2%ALRM
check_circleALRM leads
NRR
—ZETA
—ALRM
Metric
Rule of 40Efficiency score
ZETA
43.9check_circle
ALRM
21.1
Revenue GrowthYoY
ZETA
29.7%check_circle
ALRM
7.6%
Gross Margin% of revenue
ZETA
61%
ALRM
66%check_circle
FCF MarginFree cash flow
ZETA
14.2%check_circle
ALRM
13.6%
Operating MarginGAAP
ZETA
0.4%
ALRM
13.2%check_circle
NRRNet retention
ZETA
N/A
ALRM
N/A
EV / RevenueValuation multiple
ZETA
N/A
ALRM
N/A
Market CapUSD
ZETA
N/A
ALRM
N/A
ARR GrowthYoY
ZETA
N/A
ALRM
N/A
CAC PaybackMonths to recover
ZETA
N/A
ALRM
N/A
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insights
Analysis
As of Q4 2025, Zeta Global Holdings Corp. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Zeta Global Holdings Corp. scores 43.9 compared to Alarm.com Holdings, Inc.'s 21.1, placing Zeta Global Holdings Corp. ahead in operating efficiency. Gross margins stand at Zeta Global Holdings Corp. 61% 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.