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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Dine Brands Global, Inc. (DIN). 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 $217.6M, roughly 1.2× Dine Brands Global, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -5.6%, a 18.8% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 6.3%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-8.6M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.7%).
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.
Dine Brands Global Inc. is a publicly traded food and beverage company based in Pasadena, California. Founded in 1958 as IHOP, it operates franchised and corporate owned full-service restaurants including three restaurant concepts, Applebee's Neighborhood Grill & Bar, International House of Pancakes (IHOP), and Fuzzy's Taco Shop.
ALRM vs DIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $217.6M |
| Net Profit | $34.6M | $-12.2M |
| Gross Margin | 66.0% | 42.4% |
| Operating Margin | 13.4% | -7.6% |
| Net Margin | 13.2% | -5.6% |
| Revenue YoY | 8.0% | 6.3% |
| Net Profit YoY | 14.8% | -336.1% |
| EPS (diluted) | $0.66 | $-0.79 |
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 | $217.6M | ||
| Q3 25 | $256.4M | $216.2M | ||
| Q2 25 | $254.3M | $230.8M | ||
| Q1 25 | $238.8M | $214.8M | ||
| Q4 24 | $242.2M | $204.8M | ||
| Q3 24 | $240.5M | $195.0M | ||
| Q2 24 | $233.8M | $206.3M | ||
| Q1 24 | $223.3M | $206.2M |
| Q4 25 | $34.6M | $-12.2M | ||
| Q3 25 | $35.1M | $7.3M | ||
| Q2 25 | $34.2M | $13.8M | ||
| Q1 25 | $27.7M | $8.2M | ||
| Q4 24 | $30.1M | $5.2M | ||
| Q3 24 | $36.7M | $19.1M | ||
| Q2 24 | $33.5M | $23.2M | ||
| Q1 24 | $23.6M | $17.5M |
| Q4 25 | 66.0% | 42.4% | ||
| Q3 25 | 65.8% | 39.1% | ||
| Q2 25 | 65.6% | 40.0% | ||
| Q1 25 | 67.2% | 42.0% | ||
| Q4 24 | 65.5% | 41.7% | ||
| Q3 24 | 64.8% | 47.8% | ||
| Q2 24 | 65.2% | 48.1% | ||
| Q1 24 | 65.7% | 47.2% |
| Q4 25 | 13.4% | -7.6% | ||
| Q3 25 | 14.4% | 4.7% | ||
| Q2 25 | 12.6% | 8.2% | ||
| Q1 25 | 12.4% | 6.0% | ||
| Q4 24 | 12.7% | 3.8% | ||
| Q3 24 | 13.8% | 13.6% | ||
| Q2 24 | 11.0% | 15.1% | ||
| Q1 24 | 8.4% | 11.7% |
| Q4 25 | 13.2% | -5.6% | ||
| Q3 25 | 13.7% | 3.4% | ||
| Q2 25 | 13.5% | 6.0% | ||
| Q1 25 | 11.6% | 3.8% | ||
| Q4 24 | 12.4% | 2.5% | ||
| Q3 24 | 15.3% | 9.8% | ||
| Q2 24 | 14.3% | 11.2% | ||
| Q1 24 | 10.6% | 8.5% |
| Q4 25 | $0.66 | $-0.79 | ||
| Q3 25 | $0.65 | $0.48 | ||
| Q2 25 | $0.63 | $0.89 | ||
| Q1 25 | $0.52 | $0.53 | ||
| Q4 24 | $0.56 | $0.35 | ||
| Q3 24 | $0.67 | $1.24 | ||
| Q2 24 | $0.62 | $1.50 | ||
| Q1 24 | $0.44 | $1.13 |
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 | $128.2M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $848.2M | $-273.9M |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $128.2M | ||
| Q3 25 | $1.1B | $167.9M | ||
| Q2 25 | $1.0B | $194.2M | ||
| Q1 25 | $1.2B | $186.5M | ||
| Q4 24 | $1.2B | $186.7M | ||
| Q3 24 | $1.2B | $169.6M | ||
| Q2 24 | $1.1B | $153.5M | ||
| Q1 24 | $747.9M | $145.0M |
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $848.2M | $-273.9M | ||
| Q3 25 | $827.2M | $-231.9M | ||
| Q2 25 | $797.3M | $-212.5M | ||
| Q1 25 | $759.6M | $-215.7M | ||
| Q4 24 | $726.5M | $-216.0M | ||
| Q3 24 | $690.3M | $-216.7M | ||
| Q2 24 | $645.5M | $-231.7M | ||
| Q1 24 | $728.1M | $-244.8M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | $1.5B | $1.7B |
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 | $5.7M |
| Free Cash FlowOCF − Capex | $35.1M | $-8.6M |
| FCF MarginFCF / Revenue | 13.4% | -3.9% |
| Capex IntensityCapex / Revenue | 0.3% | 6.6% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $53.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $5.7M | ||
| Q3 25 | $70.6M | $30.2M | ||
| Q2 25 | $22.7M | $37.0M | ||
| Q1 25 | $24.1M | $16.1M | ||
| Q4 24 | $56.3M | $30.5M | ||
| Q3 24 | $77.3M | $25.5M | ||
| Q2 24 | $23.0M | $21.6M | ||
| Q1 24 | $49.9M | $30.6M |
| Q4 25 | $35.1M | $-8.6M | ||
| Q3 25 | $65.9M | $18.1M | ||
| Q2 25 | $18.2M | $31.0M | ||
| Q1 25 | $17.9M | $12.8M | ||
| Q4 24 | $54.0M | $26.7M | ||
| Q3 24 | $74.5M | $22.0M | ||
| Q2 24 | $21.0M | $18.2M | ||
| Q1 24 | $46.8M | $27.2M |
| Q4 25 | 13.4% | -3.9% | ||
| Q3 25 | 25.7% | 8.4% | ||
| Q2 25 | 7.1% | 13.4% | ||
| Q1 25 | 7.5% | 6.0% | ||
| Q4 24 | 22.3% | 13.0% | ||
| Q3 24 | 31.0% | 11.3% | ||
| Q2 24 | 9.0% | 8.8% | ||
| Q1 24 | 21.0% | 13.2% |
| Q4 25 | 0.3% | 6.6% | ||
| Q3 25 | 1.9% | 5.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 0.9% | 1.7% | ||
| Q1 24 | 1.4% | 1.6% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 4.12× | ||
| Q2 25 | 0.66× | 2.68× | ||
| Q1 25 | 0.87× | 1.97× | ||
| Q4 24 | 1.87× | 5.88× | ||
| Q3 24 | 2.11× | 1.34× | ||
| Q2 24 | 0.69× | 0.93× | ||
| Q1 24 | 2.11× | 1.75× |
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% |
DIN
| Franchisor | $163.2M | 75% |
| Food And Beverage | $27.3M | 13% |
| Proprietary Product Sales And Other | $17.0M | 8% |
| Other | $8.1M | 4% |
| Franchise And Development Fees | $2.0M | 1% |
