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Side-by-side financial comparison of Acadian Asset Management Inc. (AAMI) and Alarm.com Holdings, Inc. (ALRM). Click either name above to swap in a different company.
Alarm.com Holdings, Inc. is the larger business by last-quarter revenue ($261.7M vs $172.2M, roughly 1.5× Acadian Asset Management Inc.). Acadian Asset Management Inc. runs the higher net margin — 20.2% vs 13.2%, a 6.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 2.6%). Over the past eight quarters, Acadian Asset Management Inc.'s revenue compounded faster (27.6% CAGR vs 8.3%).
United Asset Management was an American holding company headquartered in Boston, Massachusetts.
Alarm.com, Inc. is an American technology company that provides cloud-based services for remote control, home automation, and alarm monitoring services. The company was founded in 2000 as a spinoff from MicroStrategy. The company is based in Tysons, Virginia.
AAMI vs ALRM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.2M | $261.7M |
| Net Profit | $34.7M | $34.6M |
| Gross Margin | — | 66.0% |
| Operating Margin | 33.3% | 13.4% |
| Net Margin | 20.2% | 13.2% |
| Revenue YoY | 2.6% | 8.0% |
| Net Profit YoY | -18.4% | 14.8% |
| EPS (diluted) | $0.97 | $0.66 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $172.2M | $261.7M | ||
| Q3 25 | $144.2M | $256.4M | ||
| Q2 25 | $127.4M | $254.3M | ||
| Q1 25 | $119.9M | $238.8M | ||
| Q4 24 | $167.8M | $242.2M | ||
| Q3 24 | $123.1M | $240.5M | ||
| Q2 24 | $109.0M | $233.8M | ||
| Q1 24 | $105.7M | $223.3M |
| Q4 25 | $34.7M | $34.6M | ||
| Q3 25 | $15.1M | $35.1M | ||
| Q2 25 | $10.1M | $34.2M | ||
| Q1 25 | $20.1M | $27.7M | ||
| Q4 24 | $42.5M | $30.1M | ||
| Q3 24 | $16.9M | $36.7M | ||
| Q2 24 | $11.0M | $33.5M | ||
| Q1 24 | $14.6M | $23.6M |
| Q4 25 | — | 66.0% | ||
| Q3 25 | — | 65.8% | ||
| Q2 25 | — | 65.6% | ||
| Q1 25 | — | 67.2% | ||
| Q4 24 | — | 65.5% | ||
| Q3 24 | — | 64.8% | ||
| Q2 24 | — | 65.2% | ||
| Q1 24 | — | 65.7% |
| Q4 25 | 33.3% | 13.4% | ||
| Q3 25 | 18.4% | 14.4% | ||
| Q2 25 | 12.7% | 12.6% | ||
| Q1 25 | 26.6% | 12.4% | ||
| Q4 24 | 38.7% | 12.7% | ||
| Q3 24 | 21.9% | 13.8% | ||
| Q2 24 | 18.9% | 11.0% | ||
| Q1 24 | 21.7% | 8.4% |
| Q4 25 | 20.2% | 13.2% | ||
| Q3 25 | 10.5% | 13.7% | ||
| Q2 25 | 7.9% | 13.5% | ||
| Q1 25 | 16.8% | 11.6% | ||
| Q4 24 | 25.3% | 12.4% | ||
| Q3 24 | 13.7% | 15.3% | ||
| Q2 24 | 10.1% | 14.3% | ||
| Q1 24 | 13.8% | 10.6% |
| Q4 25 | $0.97 | $0.66 | ||
| Q3 25 | $0.42 | $0.65 | ||
| Q2 25 | $0.28 | $0.63 | ||
| Q1 25 | $0.54 | $0.52 | ||
| Q4 24 | $1.11 | $0.56 | ||
| Q3 24 | $0.45 | $0.67 | ||
| Q2 24 | $0.29 | $0.62 | ||
| Q1 24 | $0.37 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $960.6M |
| Total DebtLower is stronger | $200.0M | — |
| Stockholders' EquityBook value | — | $848.2M |
| Total Assets | $677.0M | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $960.6M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $747.9M |
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $848.2M | ||
| Q3 25 | — | $827.2M | ||
| Q2 25 | — | $797.3M | ||
| Q1 25 | — | $759.6M | ||
| Q4 24 | — | $726.5M | ||
| Q3 24 | — | $690.3M | ||
| Q2 24 | — | $645.5M | ||
| Q1 24 | — | $728.1M |
| Q4 25 | $677.0M | $2.1B | ||
| Q3 25 | $751.4M | $2.1B | ||
| Q2 25 | $672.3M | $2.1B | ||
| Q1 25 | $677.3M | $2.1B | ||
| Q4 24 | $703.2M | $2.0B | ||
| Q3 24 | $555.2M | $2.0B | ||
| Q2 24 | $533.1M | $1.9B | ||
| Q1 24 | $544.9M | $1.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-2.4M | $35.9M |
| Free Cash FlowOCF − Capex | — | $35.1M |
| FCF MarginFCF / Revenue | — | 13.4% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | -0.07× | 1.04× |
| TTM Free Cash FlowTrailing 4 quarters | — | $137.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.4M | $35.9M | ||
| Q3 25 | $-23.9M | $70.6M | ||
| Q2 25 | $61.6M | $22.7M | ||
| Q1 25 | $-48.8M | $24.1M | ||
| Q4 24 | $55.8M | $56.3M | ||
| Q3 24 | $69.6M | $77.3M | ||
| Q2 24 | $45.7M | $23.0M | ||
| Q1 24 | $-40.4M | $49.9M |
| Q4 25 | — | $35.1M | ||
| Q3 25 | — | $65.9M | ||
| Q2 25 | — | $18.2M | ||
| Q1 25 | — | $17.9M | ||
| Q4 24 | — | $54.0M | ||
| Q3 24 | — | $74.5M | ||
| Q2 24 | — | $21.0M | ||
| Q1 24 | — | $46.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 22.3% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | -0.07× | 1.04× | ||
| Q3 25 | -1.58× | 2.01× | ||
| Q2 25 | 6.10× | 0.66× | ||
| Q1 25 | -2.43× | 0.87× | ||
| Q4 24 | 1.31× | 1.87× | ||
| Q3 24 | 4.12× | 2.11× | ||
| Q2 24 | 4.15× | 0.69× | ||
| Q1 24 | -2.77× | 2.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAMI
Segment breakdown not available.
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
