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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and AVANOS MEDICAL, INC. (AVNS). 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 $180.9M, roughly 1.4× AVANOS MEDICAL, INC.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -0.7%, a 13.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 0.7%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $21.3M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 4.4%).
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.
Avanos Medical, Inc. is a medical technology company making clinical medical devices. The company consists of two franchises – Pain Management and Chronic Care – that address reducing the use of opioids while helping patients recover faster and preventing infection.
ALRM vs AVNS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $180.9M |
| Net Profit | $34.6M | $-1.3M |
| Gross Margin | 66.0% | 47.5% |
| Operating Margin | 13.4% | 1.4% |
| Net Margin | 13.2% | -0.7% |
| Revenue YoY | 8.0% | 0.7% |
| Net Profit YoY | 14.8% | 99.7% |
| EPS (diluted) | $0.66 | $-0.02 |
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 | $180.9M | ||
| Q3 25 | $256.4M | $177.8M | ||
| Q2 25 | $254.3M | $175.0M | ||
| Q1 25 | $238.8M | $167.5M | ||
| Q4 24 | $242.2M | $179.6M | ||
| Q3 24 | $240.5M | $170.4M | ||
| Q2 24 | $233.8M | $171.7M | ||
| Q1 24 | $223.3M | $166.1M |
| Q4 25 | $34.6M | $-1.3M | ||
| Q3 25 | $35.1M | $-1.4M | ||
| Q2 25 | $34.2M | $-76.8M | ||
| Q1 25 | $27.7M | $6.6M | ||
| Q4 24 | $30.1M | $-397.3M | ||
| Q3 24 | $36.7M | $4.3M | ||
| Q2 24 | $33.5M | $1.8M | ||
| Q1 24 | $23.6M | $-900.0K |
| Q4 25 | 66.0% | 47.5% | ||
| Q3 25 | 65.8% | 48.4% | ||
| Q2 25 | 65.6% | 52.6% | ||
| Q1 25 | 67.2% | 53.6% | ||
| Q4 24 | 65.5% | 54.6% | ||
| Q3 24 | 64.8% | 54.5% | ||
| Q2 24 | 65.2% | 55.7% | ||
| Q1 24 | 65.7% | 57.1% |
| Q4 25 | 13.4% | 1.4% | ||
| Q3 25 | 14.4% | 0.1% | ||
| Q2 25 | 12.6% | -42.6% | ||
| Q1 25 | 12.4% | 6.1% | ||
| Q4 24 | 12.7% | -233.0% | ||
| Q3 24 | 13.8% | 7.0% | ||
| Q2 24 | 11.0% | 3.7% | ||
| Q1 24 | 8.4% | 2.4% |
| Q4 25 | 13.2% | -0.7% | ||
| Q3 25 | 13.7% | -0.8% | ||
| Q2 25 | 13.5% | -43.9% | ||
| Q1 25 | 11.6% | 3.9% | ||
| Q4 24 | 12.4% | -221.2% | ||
| Q3 24 | 15.3% | 2.5% | ||
| Q2 24 | 14.3% | 1.0% | ||
| Q1 24 | 10.6% | -0.5% |
| Q4 25 | $0.66 | $-0.02 | ||
| Q3 25 | $0.65 | $-0.03 | ||
| Q2 25 | $0.63 | $-1.66 | ||
| Q1 25 | $0.52 | $0.14 | ||
| Q4 24 | $0.56 | $-8.64 | ||
| Q3 24 | $0.67 | $0.09 | ||
| Q2 24 | $0.62 | $0.04 | ||
| Q1 24 | $0.44 | $-0.02 |
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 | $89.8M |
| Total DebtLower is stronger | — | $90.3M |
| Stockholders' EquityBook value | $848.2M | $778.2M |
| Total Assets | $2.1B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $89.8M | ||
| Q3 25 | $1.1B | $70.5M | ||
| Q2 25 | $1.0B | $90.3M | ||
| Q1 25 | $1.2B | $97.0M | ||
| Q4 24 | $1.2B | $107.7M | ||
| Q3 24 | $1.2B | $89.0M | ||
| Q2 24 | $1.1B | $92.2M | ||
| Q1 24 | $747.9M | $75.8M |
| Q4 25 | — | $90.3M | ||
| Q3 25 | — | $93.4M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $125.3M | ||
| Q3 24 | — | $152.6M | ||
| Q2 24 | — | $164.9M | ||
| Q1 24 | — | $167.2M |
| Q4 25 | $848.2M | $778.2M | ||
| Q3 25 | $827.2M | $778.0M | ||
| Q2 25 | $797.3M | $776.3M | ||
| Q1 25 | $759.6M | $839.4M | ||
| Q4 24 | $726.5M | $828.5M | ||
| Q3 24 | $690.3M | $1.2B | ||
| Q2 24 | $645.5M | $1.2B | ||
| Q1 24 | $728.1M | $1.2B |
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | $1.5B | $1.7B |
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | 0.14× |
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 | $28.2M |
| Free Cash FlowOCF − Capex | $35.1M | $21.3M |
| FCF MarginFCF / Revenue | 13.4% | 11.8% |
| Capex IntensityCapex / Revenue | 0.3% | 3.8% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $43.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $28.2M | ||
| Q3 25 | $70.6M | $14.0M | ||
| Q2 25 | $22.7M | $6.8M | ||
| Q1 25 | $24.1M | $25.7M | ||
| Q4 24 | $56.3M | $57.9M | ||
| Q3 24 | $77.3M | $23.0M | ||
| Q2 24 | $23.0M | $27.8M | ||
| Q1 24 | $49.9M | $-8.0M |
| Q4 25 | $35.1M | $21.3M | ||
| Q3 25 | $65.9M | $7.0M | ||
| Q2 25 | $18.2M | $-4.2M | ||
| Q1 25 | $17.9M | $19.0M | ||
| Q4 24 | $54.0M | $53.1M | ||
| Q3 24 | $74.5M | $20.0M | ||
| Q2 24 | $21.0M | $21.9M | ||
| Q1 24 | $46.8M | $-12.1M |
| Q4 25 | 13.4% | 11.8% | ||
| Q3 25 | 25.7% | 3.9% | ||
| Q2 25 | 7.1% | -2.4% | ||
| Q1 25 | 7.5% | 11.3% | ||
| Q4 24 | 22.3% | 29.6% | ||
| Q3 24 | 31.0% | 11.7% | ||
| Q2 24 | 9.0% | 12.8% | ||
| Q1 24 | 21.0% | -7.3% |
| Q4 25 | 0.3% | 3.8% | ||
| Q3 25 | 1.9% | 3.9% | ||
| Q2 25 | 1.8% | 6.3% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 0.9% | 3.4% | ||
| Q1 24 | 1.4% | 2.5% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 3.89× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 5.35× | ||
| Q2 24 | 0.69× | 15.44× | ||
| Q1 24 | 2.11× | — |
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% |
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
