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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Civeo Corp (CVEO). 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 $161.6M, roughly 1.6× Civeo Corp). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -4.0%, a 17.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 7.1%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $14.5M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -1.4%).
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.
The Civeo Corporation is an American accommodation services multinational corporation. It is a spin-off of Oil States International. It is a public company listed on the New York Stock Exchange.
ALRM vs CVEO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $161.6M |
| Net Profit | $34.6M | $-6.5M |
| Gross Margin | 66.0% | 22.7% |
| Operating Margin | 13.4% | -0.1% |
| Net Margin | 13.2% | -4.0% |
| Revenue YoY | 8.0% | 7.1% |
| Net Profit YoY | 14.8% | 58.1% |
| EPS (diluted) | $0.66 | $-0.58 |
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 | $161.6M | ||
| Q3 25 | $256.4M | $170.5M | ||
| Q2 25 | $254.3M | $162.7M | ||
| Q1 25 | $238.8M | $144.0M | ||
| Q4 24 | $242.2M | $151.0M | ||
| Q3 24 | $240.5M | $176.3M | ||
| Q2 24 | $233.8M | $188.7M | ||
| Q1 24 | $223.3M | $166.1M |
| Q4 25 | $34.6M | $-6.5M | ||
| Q3 25 | $35.1M | $-455.0K | ||
| Q2 25 | $34.2M | $-3.3M | ||
| Q1 25 | $27.7M | $-9.8M | ||
| Q4 24 | $30.1M | $-15.4M | ||
| Q3 24 | $36.7M | $-5.1M | ||
| Q2 24 | $33.5M | $8.2M | ||
| Q1 24 | $23.6M | $-5.1M |
| Q4 25 | 66.0% | 22.7% | ||
| Q3 25 | 65.8% | 25.7% | ||
| Q2 25 | 65.6% | 25.3% | ||
| Q1 25 | 67.2% | 20.4% | ||
| Q4 24 | 65.5% | 18.6% | ||
| Q3 24 | 64.8% | 21.4% | ||
| Q2 24 | 65.2% | 25.4% | ||
| Q1 24 | 65.7% | 21.5% |
| Q4 25 | 13.4% | -0.1% | ||
| Q3 25 | 14.4% | 4.1% | ||
| Q2 25 | 12.6% | 1.7% | ||
| Q1 25 | 12.4% | -3.8% | ||
| Q4 24 | 12.7% | -6.7% | ||
| Q3 24 | 13.8% | 0.0% | ||
| Q2 24 | 11.0% | 6.9% | ||
| Q1 24 | 8.4% | -1.1% |
| Q4 25 | 13.2% | -4.0% | ||
| Q3 25 | 13.7% | -0.3% | ||
| Q2 25 | 13.5% | -2.0% | ||
| Q1 25 | 11.6% | -6.8% | ||
| Q4 24 | 12.4% | -10.2% | ||
| Q3 24 | 15.3% | -2.9% | ||
| Q2 24 | 14.3% | 4.4% | ||
| Q1 24 | 10.6% | -3.1% |
| Q4 25 | $0.66 | $-0.58 | ||
| Q3 25 | $0.65 | $-0.04 | ||
| Q2 25 | $0.63 | $-0.25 | ||
| Q1 25 | $0.52 | $-0.72 | ||
| Q4 24 | $0.56 | $-1.04 | ||
| Q3 24 | $0.67 | $-0.36 | ||
| Q2 24 | $0.62 | $0.56 | ||
| Q1 24 | $0.44 | $-0.35 |
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 | $14.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $174.4M |
| Total Assets | $2.1B | $477.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $14.4M | ||
| Q3 25 | $1.1B | $12.0M | ||
| Q2 25 | $1.0B | $14.6M | ||
| Q1 25 | $1.2B | $28.4M | ||
| Q4 24 | $1.2B | $5.2M | ||
| Q3 24 | $1.2B | $17.9M | ||
| Q2 24 | $1.1B | $7.4M | ||
| Q1 24 | $747.9M | $16.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $43.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $174.4M | ||
| Q3 25 | $827.2M | $182.5M | ||
| Q2 25 | $797.3M | $209.4M | ||
| Q1 25 | $759.6M | $220.7M | ||
| Q4 24 | $726.5M | $236.4M | ||
| Q3 24 | $690.3M | $282.2M | ||
| Q2 24 | $645.5M | $297.4M | ||
| Q1 24 | $728.1M | $297.4M |
| Q4 25 | $2.1B | $477.4M | ||
| Q3 25 | $2.1B | $491.1M | ||
| Q2 25 | $2.1B | $508.8M | ||
| Q1 25 | $2.1B | $423.8M | ||
| Q4 24 | $2.0B | $405.1M | ||
| Q3 24 | $2.0B | $477.6M | ||
| Q2 24 | $1.9B | $483.2M | ||
| Q1 24 | $1.5B | $513.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $19.3M |
| Free Cash FlowOCF − Capex | $35.1M | $14.5M |
| FCF MarginFCF / Revenue | 13.4% | 8.9% |
| Capex IntensityCapex / Revenue | 0.3% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $2.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $19.3M | ||
| Q3 25 | $70.6M | $13.8M | ||
| Q2 25 | $22.7M | $-2.3M | ||
| Q1 25 | $24.1M | $-8.4M | ||
| Q4 24 | $56.3M | $9.5M | ||
| Q3 24 | $77.3M | $35.7M | ||
| Q2 24 | $23.0M | $32.4M | ||
| Q1 24 | $49.9M | $6.0M |
| Q4 25 | $35.1M | $14.5M | ||
| Q3 25 | $65.9M | $8.2M | ||
| Q2 25 | $18.2M | $-6.8M | ||
| Q1 25 | $17.9M | $-13.7M | ||
| Q4 24 | $54.0M | $1.8M | ||
| Q3 24 | $74.5M | $28.2M | ||
| Q2 24 | $21.0M | $27.0M | ||
| Q1 24 | $46.8M | $372.0K |
| Q4 25 | 13.4% | 8.9% | ||
| Q3 25 | 25.7% | 4.8% | ||
| Q2 25 | 7.1% | -4.2% | ||
| Q1 25 | 7.5% | -9.5% | ||
| Q4 24 | 22.3% | 1.2% | ||
| Q3 24 | 31.0% | 16.0% | ||
| Q2 24 | 9.0% | 14.3% | ||
| Q1 24 | 21.0% | 0.2% |
| Q4 25 | 0.3% | 3.0% | ||
| Q3 25 | 1.9% | 3.3% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 2.6% | 3.7% | ||
| Q4 24 | 0.9% | 5.1% | ||
| Q3 24 | 1.2% | 4.2% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.4% | 3.4% |
| 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× | 3.93× | ||
| 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% |
CVEO
Segment breakdown not available.
