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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and BJs RESTAURANTS INC (BJRI). Click either name above to swap in a different company.
BJs RESTAURANTS INC is the larger business by last-quarter revenue ($355.4M vs $261.7M, roughly 1.4× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.6%, a 9.7% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 3.2%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.6%).
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.
BJ's Restaurants Inc. operates a chain of casual dining restaurants across the United States. Its menu features signature deep-dish pizzas, craft beers, handcrafted cocktails, and a wide range of American comfort food. The brand primarily serves family groups, friend gatherings, and casual diners seeking affordable, high-quality meals in a relaxed, welcoming in-store environment.
ALRM vs BJRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $355.4M |
| Net Profit | $34.6M | $12.6M |
| Gross Margin | 66.0% | 74.5% |
| Operating Margin | 13.4% | 3.1% |
| Net Margin | 13.2% | 3.6% |
| Revenue YoY | 8.0% | 3.2% |
| Net Profit YoY | 14.8% | -24.2% |
| EPS (diluted) | $0.66 | $0.58 |
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 | $355.4M | ||
| Q3 25 | $256.4M | $365.6M | ||
| Q2 25 | $254.3M | $348.0M | ||
| Q1 25 | $238.8M | — | ||
| Q4 24 | $242.2M | $325.7M | ||
| Q3 24 | $240.5M | $349.9M | ||
| Q2 24 | $233.8M | $337.3M | ||
| Q1 24 | $223.3M | — |
| Q4 25 | $34.6M | $12.6M | ||
| Q3 25 | $35.1M | $22.2M | ||
| Q2 25 | $34.2M | $13.5M | ||
| Q1 25 | $27.7M | — | ||
| Q4 24 | $30.1M | $-2.9M | ||
| Q3 24 | $36.7M | $17.2M | ||
| Q2 24 | $33.5M | $7.7M | ||
| Q1 24 | $23.6M | — |
| Q4 25 | 66.0% | 74.5% | ||
| Q3 25 | 65.8% | 75.2% | ||
| Q2 25 | 65.6% | 75.0% | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | 73.4% | ||
| Q3 24 | 64.8% | 74.3% | ||
| Q2 24 | 65.2% | 74.8% | ||
| Q1 24 | 65.7% | — |
| Q4 25 | 13.4% | 3.1% | ||
| Q3 25 | 14.4% | 5.8% | ||
| Q2 25 | 12.6% | 4.3% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 12.7% | -0.8% | ||
| Q3 24 | 13.8% | 3.8% | ||
| Q2 24 | 11.0% | 2.4% | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | 3.6% | ||
| Q3 25 | 13.7% | 6.1% | ||
| Q2 25 | 13.5% | 3.9% | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 12.4% | -0.9% | ||
| Q3 24 | 15.3% | 4.9% | ||
| Q2 24 | 14.3% | 2.3% | ||
| Q1 24 | 10.6% | — |
| Q4 25 | $0.66 | $0.58 | ||
| Q3 25 | $0.65 | $0.97 | ||
| Q2 25 | $0.63 | $0.58 | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | $-0.13 | ||
| Q3 24 | $0.67 | $0.72 | ||
| Q2 24 | $0.62 | $0.32 | ||
| Q1 24 | $0.44 | — |
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 | $23.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $366.2M |
| Total Assets | $2.1B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $23.8M | ||
| Q3 25 | $1.1B | $26.0M | ||
| Q2 25 | $1.0B | $19.0M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $18.4M | ||
| Q3 24 | $1.2B | $16.2M | ||
| Q2 24 | $1.1B | $18.8M | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | $60.5M | ||
| Q2 25 | — | $85.5M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $66.5M | ||
| Q3 24 | — | $63.5M | ||
| Q2 24 | — | $58.0M | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $366.2M | ||
| Q3 25 | $827.2M | $386.6M | ||
| Q2 25 | $797.3M | $371.5M | ||
| Q1 25 | $759.6M | — | ||
| Q4 24 | $726.5M | $376.2M | ||
| Q3 24 | $690.3M | $386.5M | ||
| Q2 24 | $645.5M | $375.4M | ||
| Q1 24 | $728.1M | — |
| Q4 25 | $2.1B | $1.0B | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $1.5B | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $62.3M | ||
| Q2 25 | $22.7M | $4.6M | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $56.3M | $27.3M | ||
| Q3 24 | $77.3M | $20.2M | ||
| Q2 24 | $23.0M | $22.3M | ||
| Q1 24 | $49.9M | — |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $41.9M | ||
| Q2 25 | $18.2M | $-12.1M | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | $7.6M | ||
| Q3 24 | $74.5M | $735.0K | ||
| Q2 24 | $21.0M | $448.0K | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | 11.5% | ||
| Q2 25 | 7.1% | -3.5% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | 2.3% | ||
| Q3 24 | 31.0% | 0.2% | ||
| Q2 24 | 9.0% | 0.1% | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 5.6% | ||
| Q2 25 | 1.8% | 4.8% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | 6.0% | ||
| Q3 24 | 1.2% | 5.6% | ||
| Q2 24 | 0.9% | 6.5% | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 2.80× | ||
| Q2 25 | 0.66× | 0.34× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 1.18× | ||
| Q2 24 | 0.69× | 2.89× | ||
| 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% |
BJRI
Segment breakdown not available.
