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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Amphastar Pharmaceuticals, Inc. (AMPH). 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 $183.1M, roughly 1.4× Amphastar Pharmaceuticals, Inc.). Amphastar Pharmaceuticals, Inc. runs the higher net margin — 13.3% vs 13.2%, a 0.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -1.8%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $24.6M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 3.2%).
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.
Amphastar Pharmaceuticals is a publicly traded American speciality pharmaceutical company. It was incorporated in May 2004 and primarily develops, manufactures, and sells inhalation and intranasal products.
ALRM vs AMPH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $183.1M |
| Net Profit | $34.6M | $24.4M |
| Gross Margin | 66.0% | 46.8% |
| Operating Margin | 13.4% | 19.4% |
| Net Margin | 13.2% | 13.3% |
| Revenue YoY | 8.0% | -1.8% |
| Net Profit YoY | 14.8% | -35.7% |
| EPS (diluted) | $0.66 | $0.51 |
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 | $183.1M | ||
| Q3 25 | $256.4M | $191.8M | ||
| Q2 25 | $254.3M | $174.4M | ||
| Q1 25 | $238.8M | $170.5M | ||
| Q4 24 | $242.2M | $186.5M | ||
| Q3 24 | $240.5M | $191.2M | ||
| Q2 24 | $233.8M | $182.4M | ||
| Q1 24 | $223.3M | $171.8M |
| Q4 25 | $34.6M | $24.4M | ||
| Q3 25 | $35.1M | $17.4M | ||
| Q2 25 | $34.2M | $31.0M | ||
| Q1 25 | $27.7M | $25.3M | ||
| Q4 24 | $30.1M | $38.0M | ||
| Q3 24 | $36.7M | $40.4M | ||
| Q2 24 | $33.5M | $37.9M | ||
| Q1 24 | $23.6M | $43.2M |
| Q4 25 | 66.0% | 46.8% | ||
| Q3 25 | 65.8% | 51.4% | ||
| Q2 25 | 65.6% | 49.6% | ||
| Q1 25 | 67.2% | 50.0% | ||
| Q4 24 | 65.5% | 46.5% | ||
| Q3 24 | 64.8% | 53.3% | ||
| Q2 24 | 65.2% | 52.2% | ||
| Q1 24 | 65.7% | 52.4% |
| Q4 25 | 13.4% | 19.4% | ||
| Q3 25 | 14.4% | 13.2% | ||
| Q2 25 | 12.6% | 24.2% | ||
| Q1 25 | 12.4% | 21.9% | ||
| Q4 24 | 12.7% | 24.2% | ||
| Q3 24 | 13.8% | 29.8% | ||
| Q2 24 | 11.0% | 30.3% | ||
| Q1 24 | 8.4% | 27.9% |
| Q4 25 | 13.2% | 13.3% | ||
| Q3 25 | 13.7% | 9.0% | ||
| Q2 25 | 13.5% | 17.8% | ||
| Q1 25 | 11.6% | 14.8% | ||
| Q4 24 | 12.4% | 20.4% | ||
| Q3 24 | 15.3% | 21.1% | ||
| Q2 24 | 14.3% | 20.8% | ||
| Q1 24 | 10.6% | 25.1% |
| Q4 25 | $0.66 | $0.51 | ||
| Q3 25 | $0.65 | $0.37 | ||
| Q2 25 | $0.63 | $0.64 | ||
| Q1 25 | $0.52 | $0.51 | ||
| Q4 24 | $0.56 | $0.74 | ||
| Q3 24 | $0.67 | $0.78 | ||
| Q2 24 | $0.62 | $0.73 | ||
| Q1 24 | $0.44 | $0.81 |
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 | $282.8M |
| Total DebtLower is stronger | — | $608.7M |
| Stockholders' EquityBook value | $848.2M | $788.8M |
| Total Assets | $2.1B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.77× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $282.8M | ||
| Q3 25 | $1.1B | $276.2M | ||
| Q2 25 | $1.0B | $231.8M | ||
| Q1 25 | $1.2B | $236.9M | ||
| Q4 24 | $1.2B | $221.6M | ||
| Q3 24 | $1.2B | $250.5M | ||
| Q2 24 | $1.1B | $217.8M | ||
| Q1 24 | $747.9M | $289.6M |
| Q4 25 | — | $608.7M | ||
| Q3 25 | — | $608.6M | ||
| Q2 25 | — | $607.7M | ||
| Q1 25 | — | $603.9M | ||
| Q4 24 | — | $601.6M | ||
| Q3 24 | — | $596.4M | ||
| Q2 24 | — | $586.9M | ||
| Q1 24 | — | $594.0M |
| Q4 25 | $848.2M | $788.8M | ||
| Q3 25 | $827.2M | $776.7M | ||
| Q2 25 | $797.3M | $757.5M | ||
| Q1 25 | $759.6M | $751.3M | ||
| Q4 24 | $726.5M | $732.3M | ||
| Q3 24 | $690.3M | $727.7M | ||
| Q2 24 | $645.5M | $713.3M | ||
| Q1 24 | $728.1M | $672.4M |
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.5B | $1.6B |
| Q4 25 | — | 0.77× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | — | 0.82× | ||
| Q1 24 | — | 0.88× |
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 | $32.9M |
| Free Cash FlowOCF − Capex | $35.1M | $24.6M |
| FCF MarginFCF / Revenue | 13.4% | 13.4% |
| Capex IntensityCapex / Revenue | 0.3% | 4.5% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.35× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $121.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $32.9M | ||
| Q3 25 | $70.6M | $52.6M | ||
| Q2 25 | $22.7M | $35.6M | ||
| Q1 25 | $24.1M | $35.1M | ||
| Q4 24 | $56.3M | $29.0M | ||
| Q3 24 | $77.3M | $60.0M | ||
| Q2 24 | $23.0M | $69.1M | ||
| Q1 24 | $49.9M | $55.3M |
| Q4 25 | $35.1M | $24.6M | ||
| Q3 25 | $65.9M | $47.2M | ||
| Q2 25 | $18.2M | $25.0M | ||
| Q1 25 | $17.9M | $24.4M | ||
| Q4 24 | $54.0M | $16.6M | ||
| Q3 24 | $74.5M | $46.2M | ||
| Q2 24 | $21.0M | $63.1M | ||
| Q1 24 | $46.8M | $46.5M |
| Q4 25 | 13.4% | 13.4% | ||
| Q3 25 | 25.7% | 24.6% | ||
| Q2 25 | 7.1% | 14.3% | ||
| Q1 25 | 7.5% | 14.3% | ||
| Q4 24 | 22.3% | 8.9% | ||
| Q3 24 | 31.0% | 24.1% | ||
| Q2 24 | 9.0% | 34.6% | ||
| Q1 24 | 21.0% | 27.1% |
| Q4 25 | 0.3% | 4.5% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 6.1% | ||
| Q1 25 | 2.6% | 6.3% | ||
| Q4 24 | 0.9% | 6.7% | ||
| Q3 24 | 1.2% | 7.2% | ||
| Q2 24 | 0.9% | 3.3% | ||
| Q1 24 | 1.4% | 5.1% |
| Q4 25 | 1.04× | 1.35× | ||
| Q3 25 | 2.01× | 3.03× | ||
| Q2 25 | 0.66× | 1.15× | ||
| Q1 25 | 0.87× | 1.39× | ||
| Q4 24 | 1.87× | 0.76× | ||
| Q3 24 | 2.11× | 1.48× | ||
| Q2 24 | 0.69× | 1.82× | ||
| Q1 24 | 2.11× | 1.28× |
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% |
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
