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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Donnelley Financial Solutions, Inc. (DFIN). 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 $172.5M, roughly 1.5× Donnelley Financial Solutions, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.6%, a 9.6% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 8.0%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -7.9%).
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.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
ALRM vs DFIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $172.5M |
| Net Profit | $34.6M | $6.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 8.3% |
| Net Margin | 13.2% | 3.6% |
| Revenue YoY | 8.0% | 10.4% |
| Net Profit YoY | 14.8% | -1.6% |
| EPS (diluted) | $0.66 | $0.31 |
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 | $172.5M | ||
| Q3 25 | $256.4M | $175.3M | ||
| Q2 25 | $254.3M | $218.1M | ||
| Q1 25 | $238.8M | $201.1M | ||
| Q4 24 | $242.2M | $156.3M | ||
| Q3 24 | $240.5M | $179.5M | ||
| Q2 24 | $233.8M | $242.7M | ||
| Q1 24 | $223.3M | $203.4M |
| Q4 25 | $34.6M | $6.2M | ||
| Q3 25 | $35.1M | $-40.9M | ||
| Q2 25 | $34.2M | $36.1M | ||
| Q1 25 | $27.7M | $31.0M | ||
| Q4 24 | $30.1M | $6.3M | ||
| Q3 24 | $36.7M | $8.7M | ||
| Q2 24 | $33.5M | $44.1M | ||
| Q1 24 | $23.6M | $33.3M |
| 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% | 8.3% | ||
| Q3 25 | 14.4% | 16.1% | ||
| Q2 25 | 12.6% | 24.2% | ||
| Q1 25 | 12.4% | 22.8% | ||
| Q4 24 | 12.7% | 6.0% | ||
| Q3 24 | 13.8% | 10.1% | ||
| Q2 24 | 11.0% | 26.6% | ||
| Q1 24 | 8.4% | 21.9% |
| Q4 25 | 13.2% | 3.6% | ||
| Q3 25 | 13.7% | -23.3% | ||
| Q2 25 | 13.5% | 16.6% | ||
| Q1 25 | 11.6% | 15.4% | ||
| Q4 24 | 12.4% | 4.0% | ||
| Q3 24 | 15.3% | 4.8% | ||
| Q2 24 | 14.3% | 18.2% | ||
| Q1 24 | 10.6% | 16.4% |
| Q4 25 | $0.66 | $0.31 | ||
| Q3 25 | $0.65 | $-1.49 | ||
| Q2 25 | $0.63 | $1.28 | ||
| Q1 25 | $0.52 | $1.05 | ||
| Q4 24 | $0.56 | $0.21 | ||
| Q3 24 | $0.67 | $0.29 | ||
| Q2 24 | $0.62 | $1.47 | ||
| Q1 24 | $0.44 | $1.09 |
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 | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $848.2M | $379.2M |
| Total Assets | $2.1B | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $24.5M | ||
| Q3 25 | $1.1B | $22.7M | ||
| Q2 25 | $1.0B | $33.8M | ||
| Q1 25 | $1.2B | $16.2M | ||
| Q4 24 | $1.2B | $57.3M | ||
| Q3 24 | $1.2B | $33.6M | ||
| Q2 24 | $1.1B | $35.0M | ||
| Q1 24 | $747.9M | $43.7M |
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $379.2M | ||
| Q3 25 | $827.2M | $423.1M | ||
| Q2 25 | $797.3M | $432.1M | ||
| Q1 25 | $759.6M | $419.9M | ||
| Q4 24 | $726.5M | $436.1M | ||
| Q3 24 | $690.3M | $444.5M | ||
| Q2 24 | $645.5M | $441.5M | ||
| Q1 24 | $728.1M | $408.9M |
| Q4 25 | $2.1B | $800.4M | ||
| Q3 25 | $2.1B | $816.3M | ||
| Q2 25 | $2.1B | $874.7M | ||
| Q1 25 | $2.1B | $852.8M | ||
| Q4 24 | $2.0B | $841.6M | ||
| Q3 24 | $2.0B | $843.6M | ||
| Q2 24 | $1.9B | $882.9M | ||
| Q1 24 | $1.5B | $867.8M |
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| 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 | $59.8M |
| Free Cash FlowOCF − Capex | $35.1M | $47.9M |
| FCF MarginFCF / Revenue | 13.4% | 27.8% |
| Capex IntensityCapex / Revenue | 0.3% | 6.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $59.8M | ||
| Q3 25 | $70.6M | $74.4M | ||
| Q2 25 | $22.7M | $68.4M | ||
| Q1 25 | $24.1M | $-37.7M | ||
| Q4 24 | $56.3M | $56.4M | ||
| Q3 24 | $77.3M | $86.4M | ||
| Q2 24 | $23.0M | $56.2M | ||
| Q1 24 | $49.9M | $-27.9M |
| Q4 25 | $35.1M | $47.9M | ||
| Q3 25 | $65.9M | $59.2M | ||
| Q2 25 | $18.2M | $51.7M | ||
| Q1 25 | $17.9M | $-51.0M | ||
| Q4 24 | $54.0M | $41.3M | ||
| Q3 24 | $74.5M | $67.3M | ||
| Q2 24 | $21.0M | $36.8M | ||
| Q1 24 | $46.8M | $-40.2M |
| Q4 25 | 13.4% | 27.8% | ||
| Q3 25 | 25.7% | 33.8% | ||
| Q2 25 | 7.1% | 23.7% | ||
| Q1 25 | 7.5% | -25.4% | ||
| Q4 24 | 22.3% | 26.4% | ||
| Q3 24 | 31.0% | 37.5% | ||
| Q2 24 | 9.0% | 15.2% | ||
| Q1 24 | 21.0% | -19.8% |
| Q4 25 | 0.3% | 6.9% | ||
| Q3 25 | 1.9% | 8.7% | ||
| Q2 25 | 1.8% | 7.7% | ||
| Q1 25 | 2.6% | 6.6% | ||
| Q4 24 | 0.9% | 9.7% | ||
| Q3 24 | 1.2% | 10.6% | ||
| Q2 24 | 0.9% | 8.0% | ||
| Q1 24 | 1.4% | 6.0% |
| Q4 25 | 1.04× | 9.65× | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 1.89× | ||
| Q1 25 | 0.87× | -1.22× | ||
| Q4 24 | 1.87× | 8.95× | ||
| Q3 24 | 2.11× | 9.93× | ||
| Q2 24 | 0.69× | 1.27× | ||
| Q1 24 | 2.11× | -0.84× |
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% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
