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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Climb Global Solutions, Inc. (CLMB). Click either name above to swap in a different company.
Alarm.com Holdings, Inc. is the larger business by last-quarter revenue ($261.7M vs $182.4M, roughly 1.4× Climb Global Solutions, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.8%, a 11.4% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 8.0%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% 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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
ALRM vs CLMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $182.4M |
| Net Profit | $34.6M | $3.3M |
| Gross Margin | 66.0% | 14.5% |
| Operating Margin | 13.4% | 2.1% |
| Net Margin | 13.2% | 1.8% |
| Revenue YoY | 8.0% | 32.1% |
| Net Profit YoY | 14.8% | -9.5% |
| EPS (diluted) | $0.66 | $0.18 |
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 | — | $182.4M | ||
| Q4 25 | $261.7M | $193.8M | ||
| Q3 25 | $256.4M | $161.3M | ||
| Q2 25 | $254.3M | $159.3M | ||
| Q1 25 | $238.8M | $138.0M | ||
| Q4 24 | $242.2M | $161.8M | ||
| Q3 24 | $240.5M | $119.3M | ||
| Q2 24 | $233.8M | $92.1M |
| Q1 26 | — | $3.3M | ||
| Q4 25 | $34.6M | $7.0M | ||
| Q3 25 | $35.1M | $4.7M | ||
| Q2 25 | $34.2M | $6.0M | ||
| Q1 25 | $27.7M | $3.7M | ||
| Q4 24 | $30.1M | $7.0M | ||
| Q3 24 | $36.7M | $5.5M | ||
| Q2 24 | $33.5M | $3.4M |
| Q1 26 | — | 14.5% | ||
| Q4 25 | 66.0% | 15.4% | ||
| Q3 25 | 65.8% | 15.9% | ||
| Q2 25 | 65.6% | 16.5% | ||
| Q1 25 | 67.2% | 16.9% | ||
| Q4 24 | 65.5% | 19.3% | ||
| Q3 24 | 64.8% | 20.3% | ||
| Q2 24 | 65.2% | 20.2% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 13.4% | 4.9% | ||
| Q3 25 | 14.4% | 4.3% | ||
| Q2 25 | 12.6% | 5.0% | ||
| Q1 25 | 12.4% | 3.5% | ||
| Q4 24 | 12.7% | 7.2% | ||
| Q3 24 | 13.8% | 7.1% | ||
| Q2 24 | 11.0% | 4.6% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | 13.2% | 3.6% | ||
| Q3 25 | 13.7% | 2.9% | ||
| Q2 25 | 13.5% | 3.7% | ||
| Q1 25 | 11.6% | 2.7% | ||
| Q4 24 | 12.4% | 4.3% | ||
| Q3 24 | 15.3% | 4.6% | ||
| Q2 24 | 14.3% | 3.7% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.66 | $1.51 | ||
| Q3 25 | $0.65 | $1.02 | ||
| Q2 25 | $0.63 | $1.30 | ||
| Q1 25 | $0.52 | $0.81 | ||
| Q4 24 | $0.56 | $1.52 | ||
| Q3 24 | $0.67 | $1.19 | ||
| Q2 24 | $0.62 | $0.75 |
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 | $41.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $118.4M |
| Total Assets | $2.1B | $458.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $41.8M | ||
| Q4 25 | $960.6M | $36.6M | ||
| Q3 25 | $1.1B | $49.8M | ||
| Q2 25 | $1.0B | $28.6M | ||
| Q1 25 | $1.2B | $32.5M | ||
| Q4 24 | $1.2B | $29.8M | ||
| Q3 24 | $1.2B | $22.1M | ||
| Q2 24 | $1.1B | $48.4M |
| Q1 26 | — | $118.4M | ||
| Q4 25 | $848.2M | $116.6M | ||
| Q3 25 | $827.2M | $109.3M | ||
| Q2 25 | $797.3M | $105.2M | ||
| Q1 25 | $759.6M | $95.6M | ||
| Q4 24 | $726.5M | $90.6M | ||
| Q3 24 | $690.3M | $87.7M | ||
| Q2 24 | $645.5M | $79.8M |
| Q1 26 | — | $458.8M | ||
| Q4 25 | $2.1B | $460.2M | ||
| Q3 25 | $2.1B | $376.1M | ||
| Q2 25 | $2.1B | $420.7M | ||
| Q1 25 | $2.1B | $370.1M | ||
| Q4 24 | $2.0B | $469.2M | ||
| Q3 24 | $2.0B | $371.9M | ||
| Q2 24 | $1.9B | $302.8M |
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 | $-11.9M | ||
| Q3 25 | $70.6M | $22.2M | ||
| Q2 25 | $22.7M | $-2.2M | ||
| Q1 25 | $24.1M | $8.5M | ||
| Q4 24 | $56.3M | $16.0M | ||
| Q3 24 | $77.3M | $-3.6M | ||
| Q2 24 | $23.0M | $7.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.04× | -1.70× | ||
| Q3 25 | 2.01× | 4.73× | ||
| Q2 25 | 0.66× | -0.37× | ||
| Q1 25 | 0.87× | 2.30× | ||
| Q4 24 | 1.87× | 2.29× | ||
| Q3 24 | 2.11× | -0.66× | ||
| Q2 24 | 0.69× | 2.13× |
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% |
CLMB
Segment breakdown not available.
