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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and BALCHEM CORP (BCPC). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $261.7M, roughly 1.0× Alarm.com Holdings, Inc.). BALCHEM CORP runs the higher net margin — 14.9% vs 13.2%, a 1.7% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 4.9%).
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.
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
ALRM vs BCPC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $263.6M |
| Net Profit | $34.6M | $39.2M |
| Gross Margin | 66.0% | 35.6% |
| Operating Margin | 13.4% | 19.8% |
| Net Margin | 13.2% | 14.9% |
| Revenue YoY | 8.0% | 9.8% |
| Net Profit YoY | 14.8% | 16.8% |
| EPS (diluted) | $0.66 | $1.21 |
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 | $263.6M | ||
| Q3 25 | $256.4M | $267.6M | ||
| Q2 25 | $254.3M | $255.5M | ||
| Q1 25 | $238.8M | $250.5M | ||
| Q4 24 | $242.2M | $240.0M | ||
| Q3 24 | $240.5M | $239.9M | ||
| Q2 24 | $233.8M | $234.1M | ||
| Q1 24 | $223.3M | $239.7M |
| Q4 25 | $34.6M | $39.2M | ||
| Q3 25 | $35.1M | $40.3M | ||
| Q2 25 | $34.2M | $38.3M | ||
| Q1 25 | $27.7M | $37.1M | ||
| Q4 24 | $30.1M | $33.6M | ||
| Q3 24 | $36.7M | $33.8M | ||
| Q2 24 | $33.5M | $32.1M | ||
| Q1 24 | $23.6M | $29.0M |
| Q4 25 | 66.0% | 35.6% | ||
| Q3 25 | 65.8% | 35.7% | ||
| Q2 25 | 65.6% | 36.4% | ||
| Q1 25 | 67.2% | 35.2% | ||
| Q4 24 | 65.5% | 36.0% | ||
| Q3 24 | 64.8% | 35.6% | ||
| Q2 24 | 65.2% | 35.5% | ||
| Q1 24 | 65.7% | 34.0% |
| Q4 25 | 13.4% | 19.8% | ||
| Q3 25 | 14.4% | 20.4% | ||
| Q2 25 | 12.6% | 20.1% | ||
| Q1 25 | 12.4% | 20.4% | ||
| Q4 24 | 12.7% | 19.8% | ||
| Q3 24 | 13.8% | 20.0% | ||
| Q2 24 | 11.0% | 19.6% | ||
| Q1 24 | 8.4% | 17.4% |
| Q4 25 | 13.2% | 14.9% | ||
| Q3 25 | 13.7% | 15.1% | ||
| Q2 25 | 13.5% | 15.0% | ||
| Q1 25 | 11.6% | 14.8% | ||
| Q4 24 | 12.4% | 14.0% | ||
| Q3 24 | 15.3% | 14.1% | ||
| Q2 24 | 14.3% | 13.7% | ||
| Q1 24 | 10.6% | 12.1% |
| Q4 25 | $0.66 | $1.21 | ||
| Q3 25 | $0.65 | $1.24 | ||
| Q2 25 | $0.63 | $1.17 | ||
| Q1 25 | $0.52 | $1.13 | ||
| Q4 24 | $0.56 | $1.03 | ||
| Q3 24 | $0.67 | $1.03 | ||
| Q2 24 | $0.62 | $0.98 | ||
| Q1 24 | $0.44 | $0.89 |
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 | $74.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.3B |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $74.6M | ||
| Q3 25 | $1.1B | $65.1M | ||
| Q2 25 | $1.0B | $65.4M | ||
| Q1 25 | $1.2B | $49.9M | ||
| Q4 24 | $1.2B | $49.5M | ||
| Q3 24 | $1.2B | $73.7M | ||
| Q2 24 | $1.1B | $63.7M | ||
| Q1 24 | $747.9M | $60.3M |
| Q4 25 | $848.2M | $1.3B | ||
| Q3 25 | $827.2M | $1.3B | ||
| Q2 25 | $797.3M | $1.3B | ||
| Q1 25 | $759.6M | $1.2B | ||
| Q4 24 | $726.5M | $1.1B | ||
| Q3 24 | $690.3M | $1.2B | ||
| Q2 24 | $645.5M | $1.1B | ||
| Q1 24 | $728.1M | $1.1B |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $1.5B | $1.6B |
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 | $67.3M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $67.3M | ||
| Q3 25 | $70.6M | $65.6M | ||
| Q2 25 | $22.7M | $47.3M | ||
| Q1 25 | $24.1M | $36.5M | ||
| Q4 24 | $56.3M | $52.3M | ||
| Q3 24 | $77.3M | $51.3M | ||
| Q2 24 | $23.0M | $45.0M | ||
| Q1 24 | $49.9M | $33.4M |
| 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 | 1.04× | 1.72× | ||
| Q3 25 | 2.01× | 1.63× | ||
| Q2 25 | 0.66× | 1.23× | ||
| Q1 25 | 0.87× | 0.98× | ||
| Q4 24 | 1.87× | 1.56× | ||
| Q3 24 | 2.11× | 1.52× | ||
| Q2 24 | 0.69× | 1.40× | ||
| Q1 24 | 2.11× | 1.15× |
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% |
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
