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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Emerald Holding, Inc. (EEX). 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 $132.7M, roughly 2.0× Emerald Holding, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -22.8%, a 36.0% gap on every dollar of revenue. On growth, Emerald Holding, Inc. posted the faster year-over-year revenue change (24.3% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $11.7M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -0.3%).
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.
TVS Emerald Haven Realty Limited is an Indian real estate development company headquartered in Chennai, Tamil Nadu. A subsidiary of TVS Holdings, it specializes in sustainable residential communities and urban development projects.
ALRM vs EEX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $132.7M |
| Net Profit | $34.6M | $-30.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -11.8% |
| Net Margin | 13.2% | -22.8% |
| Revenue YoY | 8.0% | 24.3% |
| Net Profit YoY | 14.8% | -692.2% |
| EPS (diluted) | $0.66 | $-0.15 |
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 | $132.7M | ||
| Q3 25 | $256.4M | $77.5M | ||
| Q2 25 | $254.3M | $105.5M | ||
| Q1 25 | $238.8M | $147.7M | ||
| Q4 24 | $242.2M | $106.8M | ||
| Q3 24 | $240.5M | $72.6M | ||
| Q2 24 | $233.8M | $86.0M | ||
| Q1 24 | $223.3M | $133.4M |
| Q4 25 | $34.6M | $-30.2M | ||
| Q3 25 | $35.1M | $-14.4M | ||
| Q2 25 | $34.2M | $-1.4M | ||
| Q1 25 | $27.7M | $15.3M | ||
| Q4 24 | $30.1M | $5.1M | ||
| Q3 24 | $36.7M | $-11.1M | ||
| Q2 24 | $33.5M | $-2.8M | ||
| Q1 24 | $23.6M | $11.0M |
| 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% | -11.8% | ||
| Q3 25 | 14.4% | -10.1% | ||
| Q2 25 | 12.6% | 9.7% | ||
| Q1 25 | 12.4% | 24.2% | ||
| Q4 24 | 12.7% | 19.5% | ||
| Q3 24 | 13.8% | -6.5% | ||
| Q2 24 | 11.0% | 7.4% | ||
| Q1 24 | 8.4% | 18.2% |
| Q4 25 | 13.2% | -22.8% | ||
| Q3 25 | 13.7% | -18.6% | ||
| Q2 25 | 13.5% | -1.3% | ||
| Q1 25 | 11.6% | 10.4% | ||
| Q4 24 | 12.4% | 4.8% | ||
| Q3 24 | 15.3% | -15.3% | ||
| Q2 24 | 14.3% | -3.3% | ||
| Q1 24 | 10.6% | 8.2% |
| Q4 25 | $0.66 | $-0.15 | ||
| Q3 25 | $0.65 | $-0.07 | ||
| Q2 25 | $0.63 | $-0.01 | ||
| Q1 25 | $0.52 | $0.08 | ||
| Q4 24 | $0.56 | $0.01 | ||
| Q3 24 | $0.67 | $-0.05 | ||
| Q2 24 | $0.62 | $-0.03 | ||
| Q1 24 | $0.44 | $0.00 |
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 | $100.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $338.8M |
| Total Assets | $2.1B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $100.9M | ||
| Q3 25 | $1.1B | $95.4M | ||
| Q2 25 | $1.0B | $156.4M | ||
| Q1 25 | $1.2B | $276.8M | ||
| Q4 24 | $1.2B | $194.8M | ||
| Q3 24 | $1.2B | $188.9M | ||
| Q2 24 | $1.1B | $193.2M | ||
| Q1 24 | $747.9M | $186.8M |
| Q4 25 | $848.2M | $338.8M | ||
| Q3 25 | $827.2M | $369.5M | ||
| Q2 25 | $797.3M | $389.4M | ||
| Q1 25 | $759.6M | $392.1M | ||
| Q4 24 | $726.5M | $385.9M | ||
| Q3 24 | $690.3M | $391.1M | ||
| Q2 24 | $645.5M | $407.6M | ||
| Q1 24 | $728.1M | $-90.7M |
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $35.1M | $11.7M |
| FCF MarginFCF / Revenue | 13.4% | 8.8% |
| Capex IntensityCapex / Revenue | 0.3% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $41.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $12.3M | ||
| Q3 25 | $70.6M | $1.8M | ||
| Q2 25 | $22.7M | $15.9M | ||
| Q1 25 | $24.1M | $12.6M | ||
| Q4 24 | $56.3M | $20.6M | ||
| Q3 24 | $77.3M | $9.1M | ||
| Q2 24 | $23.0M | $9.8M | ||
| Q1 24 | $49.9M | $7.3M |
| Q4 25 | $35.1M | $11.7M | ||
| Q3 25 | $65.9M | $1.5M | ||
| Q2 25 | $18.2M | $15.8M | ||
| Q1 25 | $17.9M | $12.4M | ||
| Q4 24 | $54.0M | $19.9M | ||
| Q3 24 | $74.5M | $9.0M | ||
| Q2 24 | $21.0M | $9.6M | ||
| Q1 24 | $46.8M | $7.0M |
| Q4 25 | 13.4% | 8.8% | ||
| Q3 25 | 25.7% | 1.9% | ||
| Q2 25 | 7.1% | 15.0% | ||
| Q1 25 | 7.5% | 8.4% | ||
| Q4 24 | 22.3% | 18.6% | ||
| Q3 24 | 31.0% | 12.4% | ||
| Q2 24 | 9.0% | 11.2% | ||
| Q1 24 | 21.0% | 5.2% |
| Q4 25 | 0.3% | 0.5% | ||
| Q3 25 | 1.9% | 0.4% | ||
| Q2 25 | 1.8% | 0.1% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 0.9% | 0.7% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 0.82× | ||
| Q4 24 | 1.87× | 4.04× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 0.66× |
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% |
EEX
| Connections Segment | $121.9M | 92% |
| Commerce Segment | $5.5M | 4% |
| Content | $5.3M | 4% |
