vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and B&G Foods, Inc. (BGS). Click either name above to swap in a different company.
B&G Foods, Inc. is the larger business by last-quarter revenue ($439.3M vs $261.7M, roughly 1.7× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -4.4%, a 17.6% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -4.7%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-70.7M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -12.8%).
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.
B&G Foods, Inc. is an American branded foods holding company based in Parsippany, New Jersey. The company was formed in 1996 to acquire Bloch & Guggenheimer, a Manhattan-based producer of pickles, relish and condiments which had been founded in 1889.
ALRM vs BGS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $439.3M |
| Net Profit | $34.6M | $-19.1M |
| Gross Margin | 66.0% | 22.5% |
| Operating Margin | 13.4% | 2.5% |
| Net Margin | 13.2% | -4.4% |
| Revenue YoY | 8.0% | -4.7% |
| Net Profit YoY | 14.8% | -356.5% |
| EPS (diluted) | $0.66 | $-0.24 |
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 | — | ||
| Q3 25 | $256.4M | $439.3M | ||
| Q2 25 | $254.3M | $424.4M | ||
| Q1 25 | $238.8M | $425.4M | ||
| Q4 24 | $242.2M | $551.6M | ||
| Q3 24 | $240.5M | $461.1M | ||
| Q2 24 | $233.8M | $444.6M | ||
| Q1 24 | $223.3M | $475.2M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-19.1M | ||
| Q2 25 | $34.2M | $-9.8M | ||
| Q1 25 | $27.7M | $835.0K | ||
| Q4 24 | $30.1M | $-222.4M | ||
| Q3 24 | $36.7M | $7.5M | ||
| Q2 24 | $33.5M | $3.9M | ||
| Q1 24 | $23.6M | $-40.2M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | 22.5% | ||
| Q2 25 | 65.6% | 20.5% | ||
| Q1 25 | 67.2% | 21.2% | ||
| Q4 24 | 65.5% | 21.5% | ||
| Q3 24 | 64.8% | 22.2% | ||
| Q2 24 | 65.2% | 20.7% | ||
| Q1 24 | 65.7% | 22.9% |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 12.6% | 5.2% | ||
| Q1 25 | 12.4% | 8.4% | ||
| Q4 24 | 12.7% | -46.6% | ||
| Q3 24 | 13.8% | 11.1% | ||
| Q2 24 | 11.0% | 9.9% | ||
| Q1 24 | 8.4% | -3.3% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -4.4% | ||
| Q2 25 | 13.5% | -2.3% | ||
| Q1 25 | 11.6% | 0.2% | ||
| Q4 24 | 12.4% | -40.3% | ||
| Q3 24 | 15.3% | 1.6% | ||
| Q2 24 | 14.3% | 0.9% | ||
| Q1 24 | 10.6% | -8.5% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $-0.24 | ||
| Q2 25 | $0.63 | $-0.12 | ||
| Q1 25 | $0.52 | $0.01 | ||
| Q4 24 | $0.56 | $-2.81 | ||
| Q3 24 | $0.67 | $0.09 | ||
| Q2 24 | $0.62 | $0.05 | ||
| Q1 24 | $0.44 | $-0.51 |
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 | $60.9M |
| Total DebtLower is stronger | — | $2.0B |
| Stockholders' EquityBook value | $848.2M | $470.7M |
| Total Assets | $2.1B | $2.9B |
| Debt / EquityLower = less leverage | — | 4.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | $60.9M | ||
| Q2 25 | $1.0B | $54.1M | ||
| Q1 25 | $1.2B | $61.2M | ||
| Q4 24 | $1.2B | $50.6M | ||
| Q3 24 | $1.2B | $54.7M | ||
| Q2 24 | $1.1B | $40.3M | ||
| Q1 24 | $747.9M | $42.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $470.7M | ||
| Q2 25 | $797.3M | $501.4M | ||
| Q1 25 | $759.6M | $513.1M | ||
| Q4 24 | $726.5M | $524.8M | ||
| Q3 24 | $690.3M | $755.3M | ||
| Q2 24 | $645.5M | $765.0M | ||
| Q1 24 | $728.1M | $781.2M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.1B | $3.0B | ||
| Q4 24 | $2.0B | $3.0B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $1.9B | $3.4B | ||
| Q1 24 | $1.5B | $3.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | 4.30× | ||
| Q2 25 | — | 3.97× | ||
| Q1 25 | — | 3.91× | ||
| Q4 24 | — | 3.85× | ||
| Q3 24 | — | 2.75× | ||
| Q2 24 | — | 2.67× | ||
| Q1 24 | — | 2.61× |
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 | $-64.6M |
| Free Cash FlowOCF − Capex | $35.1M | $-70.7M |
| FCF MarginFCF / Revenue | 13.4% | -16.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $54.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $-64.6M | ||
| Q2 25 | $22.7M | $17.8M | ||
| Q1 25 | $24.1M | $52.7M | ||
| Q4 24 | $56.3M | $80.3M | ||
| Q3 24 | $77.3M | $4.2M | ||
| Q2 24 | $23.0M | $11.3M | ||
| Q1 24 | $49.9M | $35.1M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $-70.7M | ||
| Q2 25 | $18.2M | $11.5M | ||
| Q1 25 | $17.9M | $42.4M | ||
| Q4 24 | $54.0M | $71.7M | ||
| Q3 24 | $74.5M | $-679.0K | ||
| Q2 24 | $21.0M | $5.2M | ||
| Q1 24 | $46.8M | $27.5M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | -16.1% | ||
| Q2 25 | 7.1% | 2.7% | ||
| Q1 25 | 7.5% | 10.0% | ||
| Q4 24 | 22.3% | 13.0% | ||
| Q3 24 | 31.0% | -0.1% | ||
| Q2 24 | 9.0% | 1.2% | ||
| Q1 24 | 21.0% | 5.8% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 1.2% | 1.0% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.4% | 1.6% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 63.17× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 0.56× | ||
| Q2 24 | 0.69× | 2.87× | ||
| 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% |
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
