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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
American Homes 4 Rent is the larger business by last-quarter revenue ($455.0M vs $261.7M, roughly 1.7× Alarm.com Holdings, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 13.2%, a 18.5% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 3.6%).
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.
American Homes 4 RentAMHEarnings & Financial Report
American Homes 4 Rent, doing business as AMH, is a real estate investment trust based in Las Vegas, Nevada, that invests in single-family rental homes. As of December 31, 2019, the company owned 52,552 homes in 22 states. Its largest concentrations are in Atlanta, Dallas-Fort Worth, and Charlotte, North Carolina.
ALRM vs AMH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $455.0M |
| Net Profit | $34.6M | $144.3M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 31.7% |
| Revenue YoY | 8.0% | 4.2% |
| Net Profit YoY | 14.8% | 0.3% |
| EPS (diluted) | $0.66 | $0.33 |
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 | $261.7M | $455.0M | ||
| Q3 25 | $256.4M | $478.5M | ||
| Q2 25 | $254.3M | $457.5M | ||
| Q1 25 | $238.8M | $459.3M | ||
| Q4 24 | $242.2M | $436.6M | ||
| Q3 24 | $240.5M | $445.1M | ||
| Q2 24 | $233.8M | $423.5M | ||
| Q1 24 | $223.3M | $423.6M |
| Q4 25 | $34.6M | $144.3M | ||
| Q3 25 | $35.1M | $116.8M | ||
| Q2 25 | $34.2M | $123.6M | ||
| Q1 25 | $27.7M | $128.7M | ||
| Q4 24 | $30.1M | $143.9M | ||
| Q3 24 | $36.7M | $87.6M | ||
| Q2 24 | $33.5M | $108.5M | ||
| Q1 24 | $23.6M | $128.1M |
| 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 | 13.4% | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | 31.7% | ||
| Q3 25 | 13.7% | 24.4% | ||
| Q2 25 | 13.5% | 27.0% | ||
| Q1 25 | 11.6% | 28.0% | ||
| Q4 24 | 12.4% | 33.0% | ||
| Q3 24 | 15.3% | 19.7% | ||
| Q2 24 | 14.3% | 25.6% | ||
| Q1 24 | 10.6% | 30.2% |
| Q4 25 | $0.66 | $0.33 | ||
| Q3 25 | $0.65 | $0.27 | ||
| Q2 25 | $0.63 | $0.28 | ||
| Q1 25 | $0.52 | $0.30 | ||
| Q4 24 | $0.56 | $0.33 | ||
| Q3 24 | $0.67 | $0.20 | ||
| Q2 24 | $0.62 | $0.25 | ||
| Q1 24 | $0.44 | $0.30 |
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 | $108.5M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $848.2M | $7.0B |
| Total Assets | $2.1B | $13.2B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $108.5M | ||
| Q3 25 | $1.1B | $45.6M | ||
| Q2 25 | $1.0B | $323.3M | ||
| Q1 25 | $1.2B | $69.7M | ||
| Q4 24 | $1.2B | $199.4M | ||
| Q3 24 | $1.2B | $162.5M | ||
| Q2 24 | $1.1B | $718.4M | ||
| Q1 24 | $747.9M | $124.8M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $848.2M | $7.0B | ||
| Q3 25 | $827.2M | $7.2B | ||
| Q2 25 | $797.3M | $7.2B | ||
| Q1 25 | $759.6M | $7.2B | ||
| Q4 24 | $726.5M | $7.2B | ||
| Q3 24 | $690.3M | $7.0B | ||
| Q2 24 | $645.5M | $7.0B | ||
| Q1 24 | $728.1M | $7.0B |
| Q4 25 | $2.1B | $13.2B | ||
| Q3 25 | $2.1B | $13.3B | ||
| Q2 25 | $2.1B | $13.6B | ||
| Q1 25 | $2.1B | $13.3B | ||
| Q4 24 | $2.0B | $13.4B | ||
| Q3 24 | $2.0B | $12.8B | ||
| Q2 24 | $1.9B | $13.3B | ||
| Q1 24 | $1.5B | $12.8B |
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.64× |
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 | $35.9M | $864.3M |
| Free Cash FlowOCF − Capex | $35.1M | $823.7M |
| FCF MarginFCF / Revenue | 13.4% | 181.0% |
| Capex IntensityCapex / Revenue | 0.3% | 8.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $864.3M | ||
| Q3 25 | $70.6M | $223.3M | ||
| Q2 25 | $22.7M | $271.9M | ||
| Q1 25 | $24.1M | $223.4M | ||
| Q4 24 | $56.3M | $811.5M | ||
| Q3 24 | $77.3M | $233.6M | ||
| Q2 24 | $23.0M | $274.0M | ||
| Q1 24 | $49.9M | $201.8M |
| Q4 25 | $35.1M | $823.7M | ||
| Q3 25 | $65.9M | $214.5M | ||
| Q2 25 | $18.2M | $257.7M | ||
| Q1 25 | $17.9M | $215.9M | ||
| Q4 24 | $54.0M | $777.5M | ||
| Q3 24 | $74.5M | $225.3M | ||
| Q2 24 | $21.0M | $263.3M | ||
| Q1 24 | $46.8M | $191.0M |
| Q4 25 | 13.4% | 181.0% | ||
| Q3 25 | 25.7% | 44.8% | ||
| Q2 25 | 7.1% | 56.3% | ||
| Q1 25 | 7.5% | 47.0% | ||
| Q4 24 | 22.3% | 178.1% | ||
| Q3 24 | 31.0% | 50.6% | ||
| Q2 24 | 9.0% | 62.2% | ||
| Q1 24 | 21.0% | 45.1% |
| Q4 25 | 0.3% | 8.9% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 1.8% | 3.1% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 0.9% | 7.8% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.9% | 2.5% | ||
| Q1 24 | 1.4% | 2.6% |
| Q4 25 | 1.04× | 5.99× | ||
| Q3 25 | 2.01× | 1.91× | ||
| Q2 25 | 0.66× | 2.20× | ||
| Q1 25 | 0.87× | 1.74× | ||
| Q4 24 | 1.87× | 5.64× | ||
| Q3 24 | 2.11× | 2.67× | ||
| Q2 24 | 0.69× | 2.52× | ||
| Q1 24 | 2.11× | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
AMH
Segment breakdown not available.
