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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Axsome Therapeutics, Inc. (AXSM). 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 $196.0M, roughly 1.3× Axsome Therapeutics, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -14.6%, a 27.8% gap on every dollar of revenue. On growth, Axsome Therapeutics, Inc. posted the faster year-over-year revenue change (65.0% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-18.7M). Over the past eight quarters, Axsome Therapeutics, Inc.'s revenue compounded faster (61.7% CAGR vs 8.3%).
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.
Jazz Pharmaceuticals plc is a global biopharmaceutical company with a focus on oncology and neuroscience. It was founded in 2003 in California, United States and is now headquartered in Dublin, Ireland.
ALRM vs AXSM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $196.0M |
| Net Profit | $34.6M | $-28.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -13.8% |
| Net Margin | 13.2% | -14.6% |
| Revenue YoY | 8.0% | 65.0% |
| Net Profit YoY | 14.8% | 61.9% |
| EPS (diluted) | $0.66 | $-0.55 |
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 | $196.0M | ||
| Q3 25 | $256.4M | $171.0M | ||
| Q2 25 | $254.3M | $150.0M | ||
| Q1 25 | $238.8M | $121.5M | ||
| Q4 24 | $242.2M | $118.8M | ||
| Q3 24 | $240.5M | $104.8M | ||
| Q2 24 | $233.8M | $87.2M | ||
| Q1 24 | $223.3M | $75.0M |
| Q4 25 | $34.6M | $-28.6M | ||
| Q3 25 | $35.1M | $-47.2M | ||
| Q2 25 | $34.2M | $-48.0M | ||
| Q1 25 | $27.7M | $-59.4M | ||
| Q4 24 | $30.1M | $-74.9M | ||
| Q3 24 | $36.7M | $-64.6M | ||
| Q2 24 | $33.5M | $-79.3M | ||
| Q1 24 | $23.6M | $-68.4M |
| 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% | -13.8% | ||
| Q3 25 | 14.4% | -27.0% | ||
| Q2 25 | 12.6% | -24.5% | ||
| Q1 25 | 12.4% | -46.9% | ||
| Q4 24 | 12.7% | -61.1% | ||
| Q3 24 | 13.8% | -59.8% | ||
| Q2 24 | 11.0% | -89.5% | ||
| Q1 24 | 8.4% | -89.7% |
| Q4 25 | 13.2% | -14.6% | ||
| Q3 25 | 13.7% | -27.6% | ||
| Q2 25 | 13.5% | -32.0% | ||
| Q1 25 | 11.6% | -48.9% | ||
| Q4 24 | 12.4% | -63.1% | ||
| Q3 24 | 15.3% | -61.7% | ||
| Q2 24 | 14.3% | -91.0% | ||
| Q1 24 | 10.6% | -91.1% |
| Q4 25 | $0.66 | $-0.55 | ||
| Q3 25 | $0.65 | $-0.94 | ||
| Q2 25 | $0.63 | $-0.97 | ||
| Q1 25 | $0.52 | $-1.22 | ||
| Q4 24 | $0.56 | $-1.54 | ||
| Q3 24 | $0.67 | $-1.34 | ||
| Q2 24 | $0.62 | $-1.67 | ||
| Q1 24 | $0.44 | $-1.44 |
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 | $322.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $88.3M |
| Total Assets | $2.1B | $689.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $322.9M | ||
| Q3 25 | $1.1B | $325.3M | ||
| Q2 25 | $1.0B | $303.0M | ||
| Q1 25 | $1.2B | $300.9M | ||
| Q4 24 | $1.2B | $315.4M | ||
| Q3 24 | $1.2B | $327.3M | ||
| Q2 24 | $1.1B | $315.7M | ||
| Q1 24 | $747.9M | $331.4M |
| Q4 25 | $848.2M | $88.3M | ||
| Q3 25 | $827.2M | $73.7M | ||
| Q2 25 | $797.3M | $73.1M | ||
| Q1 25 | $759.6M | $53.2M | ||
| Q4 24 | $726.5M | $57.0M | ||
| Q3 24 | $690.3M | $92.9M | ||
| Q2 24 | $645.5M | $102.9M | ||
| Q1 24 | $728.1M | $144.0M |
| Q4 25 | $2.1B | $689.8M | ||
| Q3 25 | $2.1B | $669.3M | ||
| Q2 25 | $2.1B | $639.8M | ||
| Q1 25 | $2.1B | $596.7M | ||
| Q4 24 | $2.0B | $568.5M | ||
| Q3 24 | $2.0B | $561.5M | ||
| Q2 24 | $1.9B | $548.2M | ||
| Q1 24 | $1.5B | $545.7M |
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 | $-18.7M |
| Free Cash FlowOCF − Capex | $35.1M | $-18.7M |
| FCF MarginFCF / Revenue | 13.4% | -9.6% |
| Capex IntensityCapex / Revenue | 0.3% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-93.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-18.7M | ||
| Q3 25 | $70.6M | $1.0M | ||
| Q2 25 | $22.7M | $-32.4M | ||
| Q1 25 | $24.1M | $-43.4M | ||
| Q4 24 | $56.3M | $-26.2M | ||
| Q3 24 | $77.3M | $-18.6M | ||
| Q2 24 | $23.0M | $-30.1M | ||
| Q1 24 | $49.9M | $-53.5M |
| Q4 25 | $35.1M | $-18.7M | ||
| Q3 25 | $65.9M | $988.0K | ||
| Q2 25 | $18.2M | $-32.4M | ||
| Q1 25 | $17.9M | $-43.7M | ||
| Q4 24 | $54.0M | $-26.2M | ||
| Q3 24 | $74.5M | $-18.7M | ||
| Q2 24 | $21.0M | $-30.2M | ||
| Q1 24 | $46.8M | $-53.6M |
| Q4 25 | 13.4% | -9.6% | ||
| Q3 25 | 25.7% | 0.6% | ||
| Q2 25 | 7.1% | -21.6% | ||
| Q1 25 | 7.5% | -36.0% | ||
| Q4 24 | 22.3% | -22.1% | ||
| Q3 24 | 31.0% | -17.9% | ||
| Q2 24 | 9.0% | -34.6% | ||
| Q1 24 | 21.0% | -71.4% |
| Q4 25 | 0.3% | 0.0% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 2.6% | 0.3% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.4% | 0.1% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| 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% |
AXSM
Segment breakdown not available.
