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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). 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 $158.8M, roughly 1.6× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 13.2%, a 24.5% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 8.0%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% 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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
ALRM vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $158.8M |
| Net Profit | $34.6M | $60.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 56.5% |
| Net Margin | 13.2% | 37.8% |
| Revenue YoY | 8.0% | 22.8% |
| Net Profit YoY | 14.8% | 6.5% |
| EPS (diluted) | $0.66 | $0.28 |
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 | — | $158.8M | ||
| Q4 25 | $261.7M | $149.9M | ||
| Q3 25 | $256.4M | $144.9M | ||
| Q2 25 | $254.3M | $137.1M | ||
| Q1 25 | $238.8M | $129.4M | ||
| Q4 24 | $242.2M | $119.7M | ||
| Q3 24 | $240.5M | $117.1M | ||
| Q2 24 | $233.8M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $34.6M | $68.1M | ||
| Q3 25 | $35.1M | $65.6M | ||
| Q2 25 | $34.2M | $63.2M | ||
| Q1 25 | $27.7M | $56.1M | ||
| Q4 24 | $30.1M | $55.4M | ||
| Q3 24 | $36.7M | $49.1M | ||
| Q2 24 | $33.5M | $51.5M |
| 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 | — | 56.5% | ||
| Q4 25 | 13.4% | 65.9% | ||
| Q3 25 | 14.4% | 64.7% | ||
| Q2 25 | 12.6% | 64.1% | ||
| Q1 25 | 12.4% | 61.6% | ||
| Q4 24 | 12.7% | 66.1% | ||
| Q3 24 | 13.8% | 59.7% | ||
| Q2 24 | 11.0% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 13.2% | 45.4% | ||
| Q3 25 | 13.7% | 45.3% | ||
| Q2 25 | 13.5% | 46.1% | ||
| Q1 25 | 11.6% | 43.4% | ||
| Q4 24 | 12.4% | 46.3% | ||
| Q3 24 | 15.3% | 42.0% | ||
| Q2 24 | 14.3% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.66 | $0.34 | ||
| Q3 25 | $0.65 | $0.33 | ||
| Q2 25 | $0.63 | $0.32 | ||
| Q1 25 | $0.52 | $0.29 | ||
| Q4 24 | $0.56 | $0.31 | ||
| Q3 24 | $0.67 | $0.27 | ||
| Q2 24 | $0.62 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $4.4B |
| Total Assets | $2.1B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $960.6M | $60.2M | ||
| Q3 25 | $1.1B | $23.8M | ||
| Q2 25 | $1.0B | $20.8M | ||
| Q1 25 | $1.2B | $47.0M | ||
| Q4 24 | $1.2B | $40.7M | ||
| Q3 24 | $1.2B | $32.7M | ||
| Q2 24 | $1.1B | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $848.2M | $4.2B | ||
| Q3 25 | $827.2M | $3.8B | ||
| Q2 25 | $797.3M | $3.8B | ||
| Q1 25 | $759.6M | $3.8B | ||
| Q4 24 | $726.5M | $3.6B | ||
| Q3 24 | $690.3M | $3.2B | ||
| Q2 24 | $645.5M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.1B | $6.9B | ||
| Q3 25 | $2.1B | $6.6B | ||
| Q2 25 | $2.1B | $6.3B | ||
| Q1 25 | $2.1B | $6.1B | ||
| Q4 24 | $2.0B | $5.8B | ||
| Q3 24 | $2.0B | $5.5B | ||
| Q2 24 | $1.9B | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | $381.1M | ||
| Q3 25 | $70.6M | $99.0M | ||
| Q2 25 | $22.7M | $99.8M | ||
| Q1 25 | $24.1M | $77.2M | ||
| Q4 24 | $56.3M | $308.5M | ||
| Q3 24 | $77.3M | $73.5M | ||
| Q2 24 | $23.0M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 5.60× | ||
| Q3 25 | 2.01× | 1.51× | ||
| Q2 25 | 0.66× | 1.58× | ||
| Q1 25 | 0.87× | 1.38× | ||
| Q4 24 | 1.87× | 5.57× | ||
| Q3 24 | 2.11× | 1.50× | ||
| Q2 24 | 0.69× | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
