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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Distribution Solutions Group, Inc. (DSGR). Click either name above to swap in a different company.
Distribution Solutions Group, Inc. is the larger business by last-quarter revenue ($518.0M vs $261.7M, roughly 2.0× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.2%, a 12.0% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $32.9M). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% 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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
ALRM vs DSGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $518.0M |
| Net Profit | $34.6M | $6.5M |
| Gross Margin | 66.0% | 32.9% |
| Operating Margin | 13.4% | 4.6% |
| Net Margin | 13.2% | 1.2% |
| Revenue YoY | 8.0% | 10.7% |
| Net Profit YoY | 14.8% | -70.6% |
| EPS (diluted) | $0.66 | $0.14 |
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 | $518.0M | ||
| Q2 25 | $254.3M | $502.4M | ||
| Q1 25 | $238.8M | $478.0M | ||
| Q4 24 | $242.2M | $480.5M | ||
| Q3 24 | $240.5M | $468.0M | ||
| Q2 24 | $233.8M | $439.5M | ||
| Q1 24 | $223.3M | $416.1M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $6.5M | ||
| Q2 25 | $34.2M | $5.0M | ||
| Q1 25 | $27.7M | $3.3M | ||
| Q4 24 | $30.1M | $-25.9M | ||
| Q3 24 | $36.7M | $21.9M | ||
| Q2 24 | $33.5M | $1.9M | ||
| Q1 24 | $23.6M | $-5.2M |
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | 32.9% | ||
| Q2 25 | 65.6% | 33.9% | ||
| Q1 25 | 67.2% | 34.3% | ||
| Q4 24 | 65.5% | 33.3% | ||
| Q3 24 | 64.8% | 33.9% | ||
| Q2 24 | 65.2% | 34.5% | ||
| Q1 24 | 65.7% | 34.5% |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.4% | 4.6% | ||
| Q2 25 | 12.6% | 5.3% | ||
| Q1 25 | 12.4% | 4.2% | ||
| Q4 24 | 12.7% | 4.2% | ||
| Q3 24 | 13.8% | 4.0% | ||
| Q2 24 | 11.0% | 3.2% | ||
| Q1 24 | 8.4% | 0.7% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | 1.2% | ||
| Q2 25 | 13.5% | 1.0% | ||
| Q1 25 | 11.6% | 0.7% | ||
| Q4 24 | 12.4% | -5.4% | ||
| Q3 24 | 15.3% | 4.7% | ||
| Q2 24 | 14.3% | 0.4% | ||
| Q1 24 | 10.6% | -1.3% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $0.14 | ||
| Q2 25 | $0.63 | $0.11 | ||
| Q1 25 | $0.52 | $0.07 | ||
| Q4 24 | $0.56 | $-0.55 | ||
| Q3 24 | $0.67 | $0.46 | ||
| Q2 24 | $0.62 | $0.04 | ||
| Q1 24 | $0.44 | $-0.11 |
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 | $69.2M |
| Total DebtLower is stronger | — | $665.5M |
| Stockholders' EquityBook value | $848.2M | $653.9M |
| Total Assets | $2.1B | $1.8B |
| Debt / EquityLower = less leverage | — | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | $69.2M | ||
| Q2 25 | $1.0B | $47.4M | ||
| Q1 25 | $1.2B | $65.4M | ||
| Q4 24 | $1.2B | $66.5M | ||
| Q3 24 | $1.2B | $61.3M | ||
| Q2 24 | $1.1B | $46.8M | ||
| Q1 24 | $747.9M | $73.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | $665.5M | ||
| Q2 25 | — | $675.0M | ||
| Q1 25 | — | $712.4M | ||
| Q4 24 | — | $693.9M | ||
| Q3 24 | — | $704.1M | ||
| Q2 24 | — | $573.7M | ||
| Q1 24 | — | $535.7M |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $653.9M | ||
| Q2 25 | $797.3M | $649.4M | ||
| Q1 25 | $759.6M | $636.7M | ||
| Q4 24 | $726.5M | $640.5M | ||
| Q3 24 | $690.3M | $680.8M | ||
| Q2 24 | $645.5M | $653.3M | ||
| Q1 24 | $728.1M | $654.7M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.02× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.82× |
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 | $38.4M |
| Free Cash FlowOCF − Capex | $35.1M | $32.9M |
| FCF MarginFCF / Revenue | 13.4% | 6.3% |
| Capex IntensityCapex / Revenue | 0.3% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.04× | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $38.4M | ||
| Q2 25 | $22.7M | $33.3M | ||
| Q1 25 | $24.1M | $-4.8M | ||
| Q4 24 | $56.3M | $45.7M | ||
| Q3 24 | $77.3M | $-17.3M | ||
| Q2 24 | $23.0M | $21.4M | ||
| Q1 24 | $49.9M | $6.6M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $32.9M | ||
| Q2 25 | $18.2M | $28.7M | ||
| Q1 25 | $17.9M | $-10.4M | ||
| Q4 24 | $54.0M | $41.1M | ||
| Q3 24 | $74.5M | $-20.5M | ||
| Q2 24 | $21.0M | $18.0M | ||
| Q1 24 | $46.8M | $4.2M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | 6.3% | ||
| Q2 25 | 7.1% | 5.7% | ||
| Q1 25 | 7.5% | -2.2% | ||
| Q4 24 | 22.3% | 8.6% | ||
| Q3 24 | 31.0% | -4.4% | ||
| Q2 24 | 9.0% | 4.1% | ||
| Q1 24 | 21.0% | 1.0% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 0.9% | 1.0% | ||
| Q3 24 | 1.2% | 0.7% | ||
| Q2 24 | 0.9% | 0.8% | ||
| Q1 24 | 1.4% | 0.6% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 5.95× | ||
| Q2 25 | 0.66× | 6.66× | ||
| Q1 25 | 0.87× | -1.46× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | -0.79× | ||
| Q2 24 | 0.69× | 11.28× | ||
| 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% |
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
