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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and DiamondRock Hospitality Co (DRH). 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 $258.2M, roughly 1.0× DiamondRock Hospitality Co). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 5.6%, a 7.6% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.3%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -8.6%).
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.
DiamondRock Hospitality Co is a US-based real estate investment trust owning and operating a portfolio of premium upscale hotels and resorts. Its properties are mainly located in major urban tourist and business hubs nationwide, catering to both leisure and corporate clientele seeking high-quality accommodation services.
ALRM vs DRH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $258.2M |
| Net Profit | $34.6M | $14.5M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 11.1% |
| Net Margin | 13.2% | 5.6% |
| Revenue YoY | 8.0% | 1.3% |
| Net Profit YoY | 14.8% | 22.0% |
| EPS (diluted) | $0.66 | $0.07 |
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.
| Q1 26 | — | $258.2M | ||
| Q4 25 | $261.7M | $274.5M | ||
| Q3 25 | $256.4M | $285.4M | ||
| Q2 25 | $254.3M | $305.7M | ||
| Q1 25 | $238.8M | $254.9M | ||
| Q4 24 | $242.2M | $279.1M | ||
| Q3 24 | $240.5M | $285.1M | ||
| Q2 24 | $233.8M | $309.3M |
| Q1 26 | — | $14.5M | ||
| Q4 25 | $34.6M | $26.2M | ||
| Q3 25 | $35.1M | $22.5M | ||
| Q2 25 | $34.2M | $40.8M | ||
| Q1 25 | $27.7M | $11.9M | ||
| Q4 24 | $30.1M | $-11.2M | ||
| Q3 24 | $36.7M | $26.4M | ||
| Q2 24 | $33.5M | $24.5M |
| Q1 26 | — | — | ||
| 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 26 | — | 11.1% | ||
| Q4 25 | 13.4% | 8.9% | ||
| Q3 25 | 14.4% | 8.1% | ||
| Q2 25 | 12.6% | 13.7% | ||
| Q1 25 | 12.4% | 4.3% | ||
| Q4 24 | 12.7% | -3.7% | ||
| Q3 24 | 13.8% | 9.5% | ||
| Q2 24 | 11.0% | 8.4% |
| Q1 26 | — | 5.6% | ||
| Q4 25 | 13.2% | 9.5% | ||
| Q3 25 | 13.7% | 7.9% | ||
| Q2 25 | 13.5% | 13.4% | ||
| Q1 25 | 11.6% | 4.7% | ||
| Q4 24 | 12.4% | -4.0% | ||
| Q3 24 | 15.3% | 9.3% | ||
| Q2 24 | 14.3% | 7.9% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $0.66 | $0.12 | ||
| Q3 25 | $0.65 | $0.10 | ||
| Q2 25 | $0.63 | $0.18 | ||
| Q1 25 | $0.52 | $0.04 | ||
| Q4 24 | $0.56 | $-0.06 | ||
| Q3 24 | $0.67 | $0.11 | ||
| Q2 24 | $0.62 | $0.10 |
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 | $39.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.4B |
| Total Assets | $2.1B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.3M | ||
| Q4 25 | $960.6M | $68.1M | ||
| Q3 25 | $1.1B | $145.3M | ||
| Q2 25 | $1.0B | $52.4M | ||
| Q1 25 | $1.2B | $100.6M | ||
| Q4 24 | $1.2B | $81.4M | ||
| Q3 24 | $1.2B | $75.3M | ||
| Q2 24 | $1.1B | $125.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $848.2M | $1.4B | ||
| Q3 25 | $827.2M | $1.6B | ||
| Q2 25 | $797.3M | $1.6B | ||
| Q1 25 | $759.6M | $1.6B | ||
| Q4 24 | $726.5M | $1.6B | ||
| Q3 24 | $690.3M | $1.6B | ||
| Q2 24 | $645.5M | $1.6B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.1B | $3.1B | ||
| Q4 24 | $2.0B | $3.2B | ||
| Q3 24 | $2.0B | $3.2B | ||
| Q2 24 | $1.9B | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.71× |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $67.9M | ||
| Q3 25 | $70.6M | $74.6M | ||
| Q2 25 | $22.7M | $73.6M | ||
| Q1 25 | $24.1M | $27.6M | ||
| Q4 24 | $56.3M | $75.8M | ||
| Q3 24 | $77.3M | $61.7M | ||
| Q2 24 | $23.0M | $55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $47.3M | ||
| Q3 25 | $65.9M | $54.9M | ||
| Q2 25 | $18.2M | $57.9M | ||
| Q1 25 | $17.9M | $2.0M | ||
| Q4 24 | $54.0M | $52.6M | ||
| Q3 24 | $74.5M | $39.0M | ||
| Q2 24 | $21.0M | $38.8M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 17.2% | ||
| Q3 25 | 25.7% | 19.2% | ||
| Q2 25 | 7.1% | 18.9% | ||
| Q1 25 | 7.5% | 0.8% | ||
| Q4 24 | 22.3% | 18.9% | ||
| Q3 24 | 31.0% | 13.7% | ||
| Q2 24 | 9.0% | 12.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 7.5% | ||
| Q3 25 | 1.9% | 6.9% | ||
| Q2 25 | 1.8% | 5.1% | ||
| Q1 25 | 2.6% | 10.0% | ||
| Q4 24 | 0.9% | 8.3% | ||
| Q3 24 | 1.2% | 7.9% | ||
| Q2 24 | 0.9% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 2.59× | ||
| Q3 25 | 2.01× | 3.31× | ||
| Q2 25 | 0.66× | 1.80× | ||
| Q1 25 | 0.87× | 2.33× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 2.33× | ||
| Q2 24 | 0.69× | 2.27× |
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% |
DRH
| Rooms | $164.1M | 64% |
| Food and beverage | $67.2M | 26% |
| Other | $26.9M | 10% |
