analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ALRM: 3—ZETA: 2wins
Rule of 40
18.7ALRM
38.5ZETA
check_circleZETA leads
Revenue Growth
8.0%ALRM
29.9%ZETA
check_circleZETA leads
Gross Margin
66%ALRM
60%ZETA
check_circleALRM leads
FCF Margin
10.7%ALRM
8.6%ZETA
check_circleALRM leads
Operating Margin
12.8%ALRM
-2.4%ZETA
check_circleALRM leads
NRR
—ALRM
—ZETA
Metric
Rule of 40Efficiency score
ALRM
18.7
ZETA
38.5check_circle
Revenue GrowthYoY
ALRM
8.0%
ZETA
29.9%check_circle
Gross Margin% of revenue
ALRM
66%check_circle
ZETA
60%
FCF MarginFree cash flow
ALRM
10.7%check_circle
ZETA
8.6%
Operating MarginGAAP
ALRM
12.8%check_circle
ZETA
-2.4%
NRRNet retention
ALRM
N/A
ZETA
N/A
EV / RevenueValuation multiple
ALRM
N/A
ZETA
N/A
Market CapUSD
ALRM
N/A
ZETA
N/A
ARR GrowthYoY
ALRM
N/A
ZETA
N/A
CAC PaybackMonths to recover
ALRM
N/A
ZETA
N/A
Advertisement
insights
Analysis
As of Q1 2026, Alarm.com Holdings, Inc. trades at N/A EV/Revenue versus Zeta Global Holdings Corp. at N/A. On the Rule of 40, Alarm.com Holdings, Inc. scores 18.7 compared to Zeta Global Holdings Corp.'s 38.5, placing Zeta Global Holdings Corp. ahead in operating efficiency. Gross margins stand at Alarm.com Holdings, Inc. 66% vs Zeta Global Holdings Corp. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.