vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Dayforce (DAY). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -40.9%, a 54.1% gap on every dollar of revenue. On growth, Dayforce posted the faster year-over-year revenue change (9.5% vs 8.0%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% 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.
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
ALRM vs DAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $481.6M |
| Net Profit | $34.6M | $-196.8M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 6.3% |
| Net Margin | 13.2% | -40.9% |
| Revenue YoY | 8.0% | 9.5% |
| Net Profit YoY | 14.8% | -9940.0% |
| EPS (diluted) | $0.66 | $-1.23 |
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 | — | ||
| Q3 25 | $256.4M | $481.6M | ||
| Q2 25 | $254.3M | $464.7M | ||
| Q1 25 | $238.8M | $481.8M | ||
| Q4 24 | $242.2M | $465.2M | ||
| Q3 24 | $240.5M | $440.0M | ||
| Q2 24 | $233.8M | $423.3M | ||
| Q1 24 | $223.3M | $431.5M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-196.8M | ||
| Q2 25 | $34.2M | $21.3M | ||
| Q1 25 | $27.7M | $14.9M | ||
| Q4 24 | $30.1M | $10.8M | ||
| Q3 24 | $36.7M | $2.0M | ||
| Q2 24 | $33.5M | $-1.8M | ||
| Q1 24 | $23.6M | $7.1M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | 47.0% | ||
| Q3 24 | 64.8% | 45.8% | ||
| Q2 24 | 65.2% | 44.1% | ||
| Q1 24 | 65.7% | 47.6% |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.4% | 6.3% | ||
| Q2 25 | 12.6% | 9.1% | ||
| Q1 25 | 12.4% | 6.4% | ||
| Q4 24 | 12.7% | 6.1% | ||
| Q3 24 | 13.8% | 4.7% | ||
| Q2 24 | 11.0% | 3.3% | ||
| Q1 24 | 8.4% | 9.4% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -40.9% | ||
| Q2 25 | 13.5% | 4.6% | ||
| Q1 25 | 11.6% | 3.1% | ||
| Q4 24 | 12.4% | 2.3% | ||
| Q3 24 | 15.3% | 0.5% | ||
| Q2 24 | 14.3% | -0.4% | ||
| Q1 24 | 10.6% | 1.6% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $-1.23 | ||
| Q2 25 | $0.63 | $0.13 | ||
| Q1 25 | $0.52 | $0.09 | ||
| Q4 24 | $0.56 | $0.07 | ||
| Q3 24 | $0.67 | $0.01 | ||
| Q2 24 | $0.62 | $-0.01 | ||
| Q1 24 | $0.44 | $0.04 |
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 | $627.6M |
| Total DebtLower is stronger | — | $631.1M |
| Stockholders' EquityBook value | $848.2M | $2.7B |
| Total Assets | $2.1B | $8.7B |
| Debt / EquityLower = less leverage | — | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | $627.6M | ||
| Q2 25 | $1.0B | $625.2M | ||
| Q1 25 | $1.2B | $557.3M | ||
| Q4 24 | $1.2B | $579.7M | ||
| Q3 24 | $1.2B | $494.1M | ||
| Q2 24 | $1.1B | $465.4M | ||
| Q1 24 | $747.9M | $392.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $631.1M | ||
| Q2 25 | — | $631.8M | ||
| Q1 25 | — | $632.4M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $2.7B | ||
| Q2 25 | $797.3M | $2.7B | ||
| Q1 25 | $759.6M | $2.6B | ||
| Q4 24 | $726.5M | $2.5B | ||
| Q3 24 | $690.3M | $2.6B | ||
| Q2 24 | $645.5M | $2.5B | ||
| Q1 24 | $728.1M | $2.4B |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $8.7B | ||
| Q2 25 | $2.1B | $8.5B | ||
| Q1 25 | $2.1B | $9.5B | ||
| Q4 24 | $2.0B | $9.1B | ||
| Q3 24 | $2.0B | $8.1B | ||
| Q2 24 | $1.9B | $9.0B | ||
| Q1 24 | $1.5B | $10.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | 0.50× |
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 | $31.2M |
| 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.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $31.2M | ||
| Q2 25 | $22.7M | $112.7M | ||
| Q1 25 | $24.1M | $49.6M | ||
| Q4 24 | $56.3M | $81.0M | ||
| Q3 24 | $77.3M | $91.8M | ||
| Q2 24 | $23.0M | $99.2M | ||
| Q1 24 | $49.9M | $9.1M |
| 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 24 | $46.8M | — |
| 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 24 | 21.0% | — |
| 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 24 | 1.4% | — |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 5.29× | ||
| Q1 25 | 0.87× | 3.33× | ||
| Q4 24 | 1.87× | 7.50× | ||
| Q3 24 | 2.11× | 45.90× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 1.28× |
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% |
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
