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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 13.2%, a 16.5% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 7.1%).
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.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
ALRM vs CBSH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $475.7M |
| Net Profit | $34.6M | $141.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 29.8% |
| Revenue YoY | 8.0% | 11.1% |
| Net Profit YoY | 14.8% | 10.5% |
| EPS (diluted) | $0.66 | $0.96 |
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.
| Q1 26 | — | $475.7M | ||
| Q4 25 | $261.7M | $449.4M | ||
| Q3 25 | $256.4M | $441.0M | ||
| Q2 25 | $254.3M | $445.8M | ||
| Q1 25 | $238.8M | $428.1M | ||
| Q4 24 | $242.2M | $422.1M | ||
| Q3 24 | $240.5M | $421.4M | ||
| Q2 24 | $233.8M | $414.5M |
| Q1 26 | — | $141.6M | ||
| Q4 25 | $34.6M | $140.7M | ||
| Q3 25 | $35.1M | $141.5M | ||
| Q2 25 | $34.2M | $152.5M | ||
| Q1 25 | $27.7M | $131.6M | ||
| Q4 24 | $30.1M | $136.1M | ||
| Q3 24 | $36.7M | $138.0M | ||
| Q2 24 | $33.5M | $139.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 13.4% | 40.8% | ||
| Q3 25 | 14.4% | 41.9% | ||
| Q2 25 | 12.6% | 44.0% | ||
| Q1 25 | 12.4% | 39.2% | ||
| Q4 24 | 12.7% | 41.2% | ||
| Q3 24 | 13.8% | 42.4% | ||
| Q2 24 | 11.0% | 43.4% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 13.2% | 31.3% | ||
| Q3 25 | 13.7% | 32.1% | ||
| Q2 25 | 13.5% | 34.2% | ||
| Q1 25 | 11.6% | 30.7% | ||
| Q4 24 | 12.4% | 32.2% | ||
| Q3 24 | 15.3% | 32.8% | ||
| Q2 24 | 14.3% | 33.7% |
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.66 | $0.86 | ||
| Q3 25 | $0.65 | $1.06 | ||
| Q2 25 | $0.63 | $1.14 | ||
| Q1 25 | $0.52 | $0.98 | ||
| Q4 24 | $0.56 | $0.83 | ||
| Q3 24 | $0.67 | $1.01 | ||
| Q2 24 | $0.62 | $1.03 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $4.3B |
| Total Assets | $2.1B | $35.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $848.2M | $3.8B | ||
| Q3 25 | $827.2M | $3.8B | ||
| Q2 25 | $797.3M | $3.6B | ||
| Q1 25 | $759.6M | $3.5B | ||
| Q4 24 | $726.5M | $3.3B | ||
| Q3 24 | $690.3M | $3.4B | ||
| Q2 24 | $645.5M | $3.1B |
| Q1 26 | — | $35.7B | ||
| Q4 25 | $2.1B | $32.9B | ||
| Q3 25 | $2.1B | $32.3B | ||
| Q2 25 | $2.1B | $32.3B | ||
| Q1 25 | $2.1B | $32.4B | ||
| Q4 24 | $2.0B | $32.0B | ||
| Q3 24 | $2.0B | $31.5B | ||
| Q2 24 | $1.9B | $30.6B |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $645.1M | ||
| Q3 25 | $70.6M | $129.0M | ||
| Q2 25 | $22.7M | $111.2M | ||
| Q1 25 | $24.1M | $138.6M | ||
| Q4 24 | $56.3M | $577.9M | ||
| Q3 24 | $77.3M | $431.7M | ||
| Q2 24 | $23.0M | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $592.4M | ||
| Q3 25 | $65.9M | $113.3M | ||
| Q2 25 | $18.2M | $100.5M | ||
| Q1 25 | $17.9M | $126.0M | ||
| Q4 24 | $54.0M | $531.7M | ||
| Q3 24 | $74.5M | $419.1M | ||
| Q2 24 | $21.0M | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 131.8% | ||
| Q3 25 | 25.7% | 25.7% | ||
| Q2 25 | 7.1% | 22.5% | ||
| Q1 25 | 7.5% | 29.4% | ||
| Q4 24 | 22.3% | 126.0% | ||
| Q3 24 | 31.0% | 99.5% | ||
| Q2 24 | 9.0% | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 11.7% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 0.9% | 10.9% | ||
| Q3 24 | 1.2% | 3.0% | ||
| Q2 24 | 0.9% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.59× | ||
| Q3 25 | 2.01× | 0.91× | ||
| Q2 25 | 0.66× | 0.73× | ||
| Q1 25 | 0.87× | 1.05× | ||
| Q4 24 | 1.87× | 4.25× | ||
| Q3 24 | 2.11× | 3.13× | ||
| Q2 24 | 0.69× | 1.06× |
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% |
CBSH
Segment breakdown not available.
