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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and COLLEGIUM PHARMACEUTICAL, INC (COLL). 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 $205.4M, roughly 1.3× COLLEGIUM PHARMACEUTICAL, INC). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 8.3%, a 5.0% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 8.0%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $35.1M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% 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.
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
ALRM vs COLL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $205.4M |
| Net Profit | $34.6M | $17.0M |
| Gross Margin | 66.0% | 62.5% |
| Operating Margin | 13.4% | 29.6% |
| Net Margin | 13.2% | 8.3% |
| Revenue YoY | 8.0% | 12.9% |
| Net Profit YoY | 14.8% | 35.3% |
| EPS (diluted) | $0.66 | $0.48 |
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 | $205.4M | ||
| Q3 25 | $256.4M | $209.4M | ||
| Q2 25 | $254.3M | $188.0M | ||
| Q1 25 | $238.8M | $177.8M | ||
| Q4 24 | $242.2M | $181.9M | ||
| Q3 24 | $240.5M | $159.3M | ||
| Q2 24 | $233.8M | $145.3M | ||
| Q1 24 | $223.3M | $144.9M |
| Q4 25 | $34.6M | $17.0M | ||
| Q3 25 | $35.1M | $31.5M | ||
| Q2 25 | $34.2M | $12.0M | ||
| Q1 25 | $27.7M | $2.4M | ||
| Q4 24 | $30.1M | $12.5M | ||
| Q3 24 | $36.7M | $9.3M | ||
| Q2 24 | $33.5M | $19.6M | ||
| Q1 24 | $23.6M | $27.7M |
| Q4 25 | 66.0% | 62.5% | ||
| Q3 25 | 65.8% | 61.7% | ||
| Q2 25 | 65.6% | 57.7% | ||
| Q1 25 | 67.2% | 54.8% | ||
| Q4 24 | 65.5% | 54.0% | ||
| Q3 24 | 64.8% | 60.8% | ||
| Q2 24 | 65.2% | 62.5% | ||
| Q1 24 | 65.7% | 63.1% |
| Q4 25 | 13.4% | 29.6% | ||
| Q3 25 | 14.4% | 29.7% | ||
| Q2 25 | 12.6% | 18.7% | ||
| Q1 25 | 12.4% | 12.2% | ||
| Q4 24 | 12.7% | 20.9% | ||
| Q3 24 | 13.8% | 21.9% | ||
| Q2 24 | 11.0% | 32.7% | ||
| Q1 24 | 8.4% | 34.1% |
| Q4 25 | 13.2% | 8.3% | ||
| Q3 25 | 13.7% | 15.0% | ||
| Q2 25 | 13.5% | 6.4% | ||
| Q1 25 | 11.6% | 1.4% | ||
| Q4 24 | 12.4% | 6.9% | ||
| Q3 24 | 15.3% | 5.9% | ||
| Q2 24 | 14.3% | 13.5% | ||
| Q1 24 | 10.6% | 19.1% |
| Q4 25 | $0.66 | $0.48 | ||
| Q3 25 | $0.65 | $0.84 | ||
| Q2 25 | $0.63 | $0.34 | ||
| Q1 25 | $0.52 | $0.07 | ||
| Q4 24 | $0.56 | $0.36 | ||
| Q3 24 | $0.67 | $0.27 | ||
| Q2 24 | $0.62 | $0.52 | ||
| Q1 24 | $0.44 | $0.71 |
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 | $386.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $301.7M |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $386.7M | ||
| Q3 25 | $1.1B | $285.9M | ||
| Q2 25 | $1.0B | $222.2M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | $1.2B | $162.8M | ||
| Q3 24 | $1.2B | $120.0M | ||
| Q2 24 | $1.1B | $271.6M | ||
| Q1 24 | $747.9M | $318.0M |
| Q4 25 | $848.2M | $301.7M | ||
| Q3 25 | $827.2M | $274.8M | ||
| Q2 25 | $797.3M | $232.2M | ||
| Q1 25 | $759.6M | $234.4M | ||
| Q4 24 | $726.5M | $228.8M | ||
| Q3 24 | $690.3M | $234.3M | ||
| Q2 24 | $645.5M | $216.6M | ||
| Q1 24 | $728.1M | $222.2M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
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 | $123.0M |
| Free Cash FlowOCF − Capex | $35.1M | $122.4M |
| FCF MarginFCF / Revenue | 13.4% | 59.6% |
| Capex IntensityCapex / Revenue | 0.3% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.04× | 7.25× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $327.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $123.0M | ||
| Q3 25 | $70.6M | $78.4M | ||
| Q2 25 | $22.7M | $72.4M | ||
| Q1 25 | $24.1M | $55.4M | ||
| Q4 24 | $56.3M | $84.6M | ||
| Q3 24 | $77.3M | $-9.0M | ||
| Q2 24 | $23.0M | $67.4M | ||
| Q1 24 | $49.9M | $61.9M |
| Q4 25 | $35.1M | $122.4M | ||
| Q3 25 | $65.9M | $78.3M | ||
| Q2 25 | $18.2M | $72.4M | ||
| Q1 25 | $17.9M | $54.6M | ||
| Q4 24 | $54.0M | $84.1M | ||
| Q3 24 | $74.5M | $-9.2M | ||
| Q2 24 | $21.0M | $67.1M | ||
| Q1 24 | $46.8M | $61.4M |
| Q4 25 | 13.4% | 59.6% | ||
| Q3 25 | 25.7% | 37.4% | ||
| Q2 25 | 7.1% | 38.5% | ||
| Q1 25 | 7.5% | 30.7% | ||
| Q4 24 | 22.3% | 46.2% | ||
| Q3 24 | 31.0% | -5.8% | ||
| Q2 24 | 9.0% | 46.2% | ||
| Q1 24 | 21.0% | 42.3% |
| Q4 25 | 0.3% | 0.3% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 2.6% | 0.4% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.4% | 0.4% |
| Q4 25 | 1.04× | 7.25× | ||
| Q3 25 | 2.01× | 2.49× | ||
| Q2 25 | 0.66× | 6.05× | ||
| Q1 25 | 0.87× | 22.92× | ||
| Q4 24 | 1.87× | 6.75× | ||
| Q3 24 | 2.11× | -0.96× | ||
| Q2 24 | 0.69× | 3.44× | ||
| Q1 24 | 2.11× | 2.23× |
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% |
COLL
Segment breakdown not available.
