vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Claritev Corp (CTEV). 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 $246.6M, roughly 1.1× Claritev Corp). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -32.7%, a 45.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 6.2%). Claritev Corp produced more free cash flow last quarter ($36.4M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.5%).
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.
ALRM vs CTEV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $246.6M |
| Net Profit | $34.6M | $-80.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -3.1% |
| Net Margin | 13.2% | -32.7% |
| Revenue YoY | 8.0% | 6.2% |
| Net Profit YoY | 14.8% | 41.6% |
| EPS (diluted) | $0.66 | $-4.88 |
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 | $246.6M | ||
| Q3 25 | $256.4M | $246.0M | ||
| Q2 25 | $254.3M | $241.6M | ||
| Q1 25 | $238.8M | $231.3M | ||
| Q4 24 | $242.2M | $232.1M | ||
| Q3 24 | $240.5M | $230.5M | ||
| Q2 24 | $233.8M | $233.5M | ||
| Q1 24 | $223.3M | $234.5M |
| Q4 25 | $34.6M | $-80.6M | ||
| Q3 25 | $35.1M | $-69.8M | ||
| Q2 25 | $34.2M | $-62.6M | ||
| Q1 25 | $27.7M | $-71.3M | ||
| Q4 24 | $30.1M | $-138.0M | ||
| Q3 24 | $36.7M | $-391.4M | ||
| Q2 24 | $33.5M | $-576.7M | ||
| Q1 24 | $23.6M | $-539.7M |
| 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% | -3.1% | ||
| Q3 25 | 14.4% | 4.1% | ||
| Q2 25 | 12.6% | 6.9% | ||
| Q1 25 | 12.4% | 4.2% | ||
| Q4 24 | 12.7% | -17.8% | ||
| Q3 24 | 13.8% | -146.7% | ||
| Q2 24 | 11.0% | -224.4% | ||
| Q1 24 | 8.4% | -207.4% |
| Q4 25 | 13.2% | -32.7% | ||
| Q3 25 | 13.7% | -28.4% | ||
| Q2 25 | 13.5% | -25.9% | ||
| Q1 25 | 11.6% | -30.8% | ||
| Q4 24 | 12.4% | -59.4% | ||
| Q3 24 | 15.3% | -169.8% | ||
| Q2 24 | 14.3% | -247.0% | ||
| Q1 24 | 10.6% | -230.1% |
| Q4 25 | $0.66 | $-4.88 | ||
| Q3 25 | $0.65 | $-4.23 | ||
| Q2 25 | $0.63 | $-3.81 | ||
| Q1 25 | $0.52 | $-4.38 | ||
| Q4 24 | $0.56 | $-8.49 | ||
| Q3 24 | $0.67 | $-24.25 | ||
| Q2 24 | $0.62 | $-35.78 | ||
| Q1 24 | $0.44 | $-33.40 |
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 | $16.8M |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $848.2M | $-173.9M |
| Total Assets | $2.1B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $16.8M | ||
| Q3 25 | $1.1B | $39.2M | ||
| Q2 25 | $1.0B | $56.4M | ||
| Q1 25 | $1.2B | $23.1M | ||
| Q4 24 | $1.2B | $16.8M | ||
| Q3 24 | $1.2B | $86.6M | ||
| Q2 24 | $1.1B | $48.8M | ||
| Q1 24 | $747.9M | $58.7M |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $4.5B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $848.2M | $-173.9M | ||
| Q3 25 | $827.2M | $-101.8M | ||
| Q2 25 | $797.3M | $-39.9M | ||
| Q1 25 | $759.6M | $14.8M | ||
| Q4 24 | $726.5M | $84.0M | ||
| Q3 24 | $690.3M | $207.6M | ||
| Q2 24 | $645.5M | $603.4M | ||
| Q1 24 | $728.1M | $1.2B |
| Q4 25 | $2.1B | $4.9B | ||
| Q3 25 | $2.1B | $5.0B | ||
| Q2 25 | $2.1B | $5.1B | ||
| Q1 25 | $2.1B | $5.1B | ||
| Q4 24 | $2.0B | $5.2B | ||
| Q3 24 | $2.0B | $5.3B | ||
| Q2 24 | $1.9B | $5.7B | ||
| Q1 24 | $1.5B | $6.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 304.87× | ||
| Q4 24 | — | 53.67× | ||
| Q3 24 | — | 21.73× | ||
| Q2 24 | — | 7.48× | ||
| Q1 24 | — | 3.85× |
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 | $66.3M |
| Free Cash FlowOCF − Capex | $35.1M | $36.4M |
| FCF MarginFCF / Revenue | 13.4% | 14.8% |
| Capex IntensityCapex / Revenue | 0.3% | 12.1% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-12.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $66.3M | ||
| Q3 25 | $70.6M | $19.9M | ||
| Q2 25 | $22.7M | $61.2M | ||
| Q1 25 | $24.1M | $-30.1M | ||
| Q4 24 | $56.3M | $-33.4M | ||
| Q3 24 | $77.3M | $72.8M | ||
| Q2 24 | $23.0M | $18.5M | ||
| Q1 24 | $49.9M | $49.7M |
| Q4 25 | $35.1M | $36.4M | ||
| Q3 25 | $65.9M | $-16.3M | ||
| Q2 25 | $18.2M | $36.6M | ||
| Q1 25 | $17.9M | $-68.9M | ||
| Q4 24 | $54.0M | $-63.8M | ||
| Q3 24 | $74.5M | $41.1M | ||
| Q2 24 | $21.0M | $-7.0M | ||
| Q1 24 | $46.8M | $19.2M |
| Q4 25 | 13.4% | 14.8% | ||
| Q3 25 | 25.7% | -6.6% | ||
| Q2 25 | 7.1% | 15.2% | ||
| Q1 25 | 7.5% | -29.8% | ||
| Q4 24 | 22.3% | -27.5% | ||
| Q3 24 | 31.0% | 17.8% | ||
| Q2 24 | 9.0% | -3.0% | ||
| Q1 24 | 21.0% | 8.2% |
| Q4 25 | 0.3% | 12.1% | ||
| Q3 25 | 1.9% | 14.7% | ||
| Q2 25 | 1.8% | 10.2% | ||
| Q1 25 | 2.6% | 16.8% | ||
| Q4 24 | 0.9% | 13.1% | ||
| Q3 24 | 1.2% | 13.8% | ||
| Q2 24 | 0.9% | 10.9% | ||
| Q1 24 | 1.4% | 13.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| 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% |
CTEV
Segment breakdown not available.
