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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Douglas Elliman Inc. (DOUG). 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 $245.4M, roughly 1.1× Douglas Elliman Inc.). Douglas Elliman Inc. runs the higher net margin — 27.9% vs 13.2%, a 14.7% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 0.9%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-14.7M). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% 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.
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
ALRM vs DOUG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $245.4M |
| Net Profit | $34.6M | $68.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 27.3% |
| Net Margin | 13.2% | 27.9% |
| Revenue YoY | 8.0% | 0.9% |
| Net Profit YoY | 14.8% | 1243.4% |
| EPS (diluted) | $0.66 | $0.80 |
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 | $245.4M | ||
| Q3 25 | $256.4M | $262.8M | ||
| Q2 25 | $254.3M | $271.4M | ||
| Q1 25 | $238.8M | $253.4M | ||
| Q4 24 | $242.2M | $243.3M | ||
| Q3 24 | $240.5M | $266.3M | ||
| Q2 24 | $233.8M | $285.8M | ||
| Q1 24 | $223.3M | $200.2M |
| Q4 25 | $34.6M | $68.6M | ||
| Q3 25 | $35.1M | $-24.7M | ||
| Q2 25 | $34.2M | $-22.7M | ||
| Q1 25 | $27.7M | $-6.0M | ||
| Q4 24 | $30.1M | $-6.0M | ||
| Q3 24 | $36.7M | $-27.2M | ||
| Q2 24 | $33.5M | $-1.7M | ||
| Q1 24 | $23.6M | $-41.5M |
| 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% | 27.3% | ||
| Q3 25 | 14.4% | -4.1% | ||
| Q2 25 | 12.6% | -2.0% | ||
| Q1 25 | 12.4% | -2.1% | ||
| Q4 24 | 12.7% | -6.7% | ||
| Q3 24 | 13.8% | -2.8% | ||
| Q2 24 | 11.0% | -1.3% | ||
| Q1 24 | 8.4% | -20.7% |
| Q4 25 | 13.2% | 27.9% | ||
| Q3 25 | 13.7% | -9.4% | ||
| Q2 25 | 13.5% | -8.4% | ||
| Q1 25 | 11.6% | -2.4% | ||
| Q4 24 | 12.4% | -2.5% | ||
| Q3 24 | 15.3% | -10.2% | ||
| Q2 24 | 14.3% | -0.6% | ||
| Q1 24 | 10.6% | -20.7% |
| Q4 25 | $0.66 | $0.80 | ||
| Q3 25 | $0.65 | $-0.29 | ||
| Q2 25 | $0.63 | $-0.27 | ||
| Q1 25 | $0.52 | $-0.07 | ||
| Q4 24 | $0.56 | $-0.06 | ||
| Q3 24 | $0.67 | $-0.33 | ||
| Q2 24 | $0.62 | $-0.02 | ||
| Q1 24 | $0.44 | $-0.50 |
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 | $115.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $183.9M |
| Total Assets | $2.1B | $444.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $115.5M | ||
| Q3 25 | $1.1B | $143.0M | ||
| Q2 25 | $1.0B | $136.3M | ||
| Q1 25 | $1.2B | $136.8M | ||
| Q4 24 | $1.2B | $145.5M | ||
| Q3 24 | $1.2B | $151.4M | ||
| Q2 24 | $1.1B | $92.9M | ||
| Q1 24 | $747.9M | $91.5M |
| Q4 25 | $848.2M | $183.9M | ||
| Q3 25 | $827.2M | $115.1M | ||
| Q2 25 | $797.3M | $137.6M | ||
| Q1 25 | $759.6M | $158.2M | ||
| Q4 24 | $726.5M | $162.2M | ||
| Q3 24 | $690.3M | $173.6M | ||
| Q2 24 | $645.5M | $196.9M | ||
| Q1 24 | $728.1M | $195.1M |
| Q4 25 | $2.1B | $444.4M | ||
| Q3 25 | $2.1B | $480.6M | ||
| Q2 25 | $2.1B | $489.0M | ||
| Q1 25 | $2.1B | $493.9M | ||
| Q4 24 | $2.0B | $493.9M | ||
| Q3 24 | $2.0B | $502.7M | ||
| Q2 24 | $1.9B | $463.9M | ||
| Q1 24 | $1.5B | $461.1M |
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 | $-14.4M |
| Free Cash FlowOCF − Capex | $35.1M | $-14.7M |
| FCF MarginFCF / Revenue | 13.4% | -6.0% |
| Capex IntensityCapex / Revenue | 0.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.04× | -0.21× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-17.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-14.4M | ||
| Q3 25 | $70.6M | $5.5M | ||
| Q2 25 | $22.7M | $642.0K | ||
| Q1 25 | $24.1M | $-5.6M | ||
| Q4 24 | $56.3M | $-9.0M | ||
| Q3 24 | $77.3M | $9.0M | ||
| Q2 24 | $23.0M | $1.3M | ||
| Q1 24 | $49.9M | $-27.3M |
| Q4 25 | $35.1M | $-14.7M | ||
| Q3 25 | $65.9M | $4.7M | ||
| Q2 25 | $18.2M | $-575.0K | ||
| Q1 25 | $17.9M | $-6.7M | ||
| Q4 24 | $54.0M | $-10.2M | ||
| Q3 24 | $74.5M | $7.7M | ||
| Q2 24 | $21.0M | $432.0K | ||
| Q1 24 | $46.8M | $-29.4M |
| Q4 25 | 13.4% | -6.0% | ||
| Q3 25 | 25.7% | 1.8% | ||
| Q2 25 | 7.1% | -0.2% | ||
| Q1 25 | 7.5% | -2.6% | ||
| Q4 24 | 22.3% | -4.2% | ||
| Q3 24 | 31.0% | 2.9% | ||
| Q2 24 | 9.0% | 0.2% | ||
| Q1 24 | 21.0% | -14.7% |
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 2.6% | 0.4% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.9% | 0.3% | ||
| Q1 24 | 1.4% | 1.0% |
| Q4 25 | 1.04× | -0.21× | ||
| 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% |
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
