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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Clear Channel Outdoor Holdings, Inc. (CCO). Click either name above to swap in a different company.
Clear Channel Outdoor Holdings, Inc. is the larger business by last-quarter revenue ($461.5M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.7%, a 11.5% gap on every dollar of revenue. On growth, Clear Channel Outdoor Holdings, Inc. posted the faster year-over-year revenue change (8.2% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $30.3M). Over the past eight quarters, Clear Channel Outdoor Holdings, Inc.'s revenue compounded faster (18.8% 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.
Clear Channel Outdoor Holdings, Inc. is a multinational corporation focused on outdoor advertising. The company is based in San Antonio, Texas.
ALRM vs CCO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $461.5M |
| Net Profit | $34.6M | $8.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 23.3% |
| Net Margin | 13.2% | 1.7% |
| Revenue YoY | 8.0% | 8.2% |
| Net Profit YoY | 14.8% | 144.8% |
| EPS (diluted) | $0.66 | $0.01 |
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 | $461.5M | ||
| Q3 25 | $256.4M | $405.6M | ||
| Q2 25 | $254.3M | $402.8M | ||
| Q1 25 | $238.8M | $334.2M | ||
| Q4 24 | $242.2M | $426.7M | ||
| Q3 24 | $240.5M | $375.2M | ||
| Q2 24 | $233.8M | $376.5M | ||
| Q1 24 | $223.3M | $326.8M |
| Q4 25 | $34.6M | $8.0M | ||
| Q3 25 | $35.1M | $-60.1M | ||
| Q2 25 | $34.2M | $9.5M | ||
| Q1 25 | $27.7M | $62.5M | ||
| Q4 24 | $30.1M | $-17.9M | ||
| Q3 24 | $36.7M | $-32.5M | ||
| Q2 24 | $33.5M | $-39.2M | ||
| Q1 24 | $23.6M | $-89.7M |
| 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% | 23.3% | ||
| Q3 25 | 14.4% | 19.9% | ||
| Q2 25 | 12.6% | 19.2% | ||
| Q1 25 | 12.4% | 13.5% | ||
| Q4 24 | 12.7% | 23.5% | ||
| Q3 24 | 13.8% | 17.8% | ||
| Q2 24 | 11.0% | 18.2% | ||
| Q1 24 | 8.4% | 13.4% |
| Q4 25 | 13.2% | 1.7% | ||
| Q3 25 | 13.7% | -14.8% | ||
| Q2 25 | 13.5% | 2.4% | ||
| Q1 25 | 11.6% | 18.7% | ||
| Q4 24 | 12.4% | -4.2% | ||
| Q3 24 | 15.3% | -8.7% | ||
| Q2 24 | 14.3% | -10.4% | ||
| Q1 24 | 10.6% | -27.4% |
| Q4 25 | $0.66 | $0.01 | ||
| Q3 25 | $0.65 | $-0.12 | ||
| Q2 25 | $0.63 | $0.02 | ||
| Q1 25 | $0.52 | $0.13 | ||
| Q4 24 | $0.56 | $-0.03 | ||
| Q3 24 | $0.67 | $-0.07 | ||
| Q2 24 | $0.62 | $-0.08 | ||
| Q1 24 | $0.44 | $-0.19 |
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 | $190.0M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $848.2M | $-3.4B |
| Total Assets | $2.1B | $3.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $190.0M | ||
| Q3 25 | $1.1B | $155.0M | ||
| Q2 25 | $1.0B | $138.6M | ||
| Q1 25 | $1.2B | $395.8M | ||
| Q4 24 | $1.2B | $109.7M | ||
| Q3 24 | $1.2B | $201.1M | ||
| Q2 24 | $1.1B | $189.3M | ||
| Q1 24 | $747.9M | $193.2M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.7B | ||
| Q1 24 | — | $5.7B |
| Q4 25 | $848.2M | $-3.4B | ||
| Q3 25 | $827.2M | $-3.5B | ||
| Q2 25 | $797.3M | $-3.4B | ||
| Q1 25 | $759.6M | $-3.4B | ||
| Q4 24 | $726.5M | $-3.6B | ||
| Q3 24 | $690.3M | $-3.6B | ||
| Q2 24 | $645.5M | $-3.6B | ||
| Q1 24 | $728.1M | $-3.5B |
| Q4 25 | $2.1B | $3.8B | ||
| Q3 25 | $2.1B | $3.8B | ||
| Q2 25 | $2.1B | $3.8B | ||
| Q1 25 | $2.1B | $4.0B | ||
| Q4 24 | $2.0B | $4.8B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $1.9B | $4.5B | ||
| Q1 24 | $1.5B | $4.6B |
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 | $56.3M |
| Free Cash FlowOCF − Capex | $35.1M | $30.3M |
| FCF MarginFCF / Revenue | 13.4% | 6.6% |
| Capex IntensityCapex / Revenue | 0.3% | 5.6% |
| Cash ConversionOCF / Net Profit | 1.04× | 7.04× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $32.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $56.3M | ||
| Q3 25 | $70.6M | $56.2M | ||
| Q2 25 | $22.7M | $-12.6M | ||
| Q1 25 | $24.1M | $14.9M | ||
| Q4 24 | $56.3M | $29.3M | ||
| Q3 24 | $77.3M | $54.5M | ||
| Q2 24 | $23.0M | $30.8M | ||
| Q1 24 | $49.9M | $-34.8M |
| Q4 25 | $35.1M | $30.3M | ||
| Q3 25 | $65.9M | $41.4M | ||
| Q2 25 | $18.2M | $-29.2M | ||
| Q1 25 | $17.9M | $-10.6M | ||
| Q4 24 | $54.0M | $-27.8M | ||
| Q3 24 | $74.5M | $21.0M | ||
| Q2 24 | $21.0M | $5.2M | ||
| Q1 24 | $46.8M | $-61.0M |
| Q4 25 | 13.4% | 6.6% | ||
| Q3 25 | 25.7% | 10.2% | ||
| Q2 25 | 7.1% | -7.2% | ||
| Q1 25 | 7.5% | -3.2% | ||
| Q4 24 | 22.3% | -6.5% | ||
| Q3 24 | 31.0% | 5.6% | ||
| Q2 24 | 9.0% | 1.4% | ||
| Q1 24 | 21.0% | -18.7% |
| Q4 25 | 0.3% | 5.6% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 1.8% | 4.1% | ||
| Q1 25 | 2.6% | 7.6% | ||
| Q4 24 | 0.9% | 13.4% | ||
| Q3 24 | 1.2% | 8.9% | ||
| Q2 24 | 0.9% | 6.8% | ||
| Q1 24 | 1.4% | 8.0% |
| Q4 25 | 1.04× | 7.04× | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | -1.32× | ||
| Q1 25 | 0.87× | 0.24× | ||
| 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% |
CCO
Segment breakdown not available.
