Head to Head

ALRM vs ZETA: which is the better buy in 2026?

Alarm.com Holdings, Inc.

NASDAQ:ALRM

90/100 Compass

True NorthAccumulate$2.4B

A boring, profitable cash machine sitting on an AI video upgrade cycle the market is treating like a utility.

Full ALRM analysis

Zeta Global Holdings Corp.

NYSE:ZETA

90/100 Compass

True NorthAccumulate$4.9B

Marketing cloud incumbents are bleeding share to an AI-native upstart that prints cash while Salesforce and Adobe defend legacy seat licenses.

Full ZETA analysis

Factor by factor

FactorALRMZETA

Revenue Growth3595

Profitability4538

Valuation7658

Momentum4468

Theme Purity7171

Moat5050

Catalysts7878

Market Position5050

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Frequently asked questions

Is ALRM or ZETA the better buy in 2026?

ALRM and ZETA are neck and neck at 90/100 on the Compass right now. The better fit depends on which factors matter most to you.

How does Alexandria compare ALRM and ZETA?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.