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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Essent Group Ltd. runs the higher net margin — 49.6% vs 13.2%, a 36.4% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.3%).
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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
ALRM vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $312.4M |
| Net Profit | $34.6M | $155.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 59.1% |
| Net Margin | 13.2% | 49.6% |
| Revenue YoY | 8.0% | -0.8% |
| Net Profit YoY | 14.8% | -7.7% |
| EPS (diluted) | $0.66 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $256.4M | $311.8M | ||
| Q2 25 | $254.3M | $319.1M | ||
| Q1 25 | $238.8M | $317.6M | ||
| Q4 24 | $242.2M | $315.0M | ||
| Q3 24 | $240.5M | $316.6M | ||
| Q2 24 | $233.8M | $312.9M | ||
| Q1 24 | $223.3M | $298.4M |
| Q4 25 | $34.6M | $155.0M | ||
| Q3 25 | $35.1M | $164.2M | ||
| Q2 25 | $34.2M | $195.3M | ||
| Q1 25 | $27.7M | $175.4M | ||
| Q4 24 | $30.1M | $167.9M | ||
| Q3 24 | $36.7M | $176.2M | ||
| Q2 24 | $33.5M | $203.6M | ||
| Q1 24 | $23.6M | $181.7M |
| 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% | 59.1% | ||
| Q3 25 | 14.4% | 63.9% | ||
| Q2 25 | 12.6% | 72.4% | ||
| Q1 25 | 12.4% | 65.2% | ||
| Q4 24 | 12.7% | 61.9% | ||
| Q3 24 | 13.8% | 65.6% | ||
| Q2 24 | 11.0% | 76.4% | ||
| Q1 24 | 8.4% | 71.6% |
| Q4 25 | 13.2% | 49.6% | ||
| Q3 25 | 13.7% | 52.7% | ||
| Q2 25 | 13.5% | 61.2% | ||
| Q1 25 | 11.6% | 55.2% | ||
| Q4 24 | 12.4% | 53.3% | ||
| Q3 24 | 15.3% | 55.6% | ||
| Q2 24 | 14.3% | 65.1% | ||
| Q1 24 | 10.6% | 60.9% |
| Q4 25 | $0.66 | $1.61 | ||
| Q3 25 | $0.65 | $1.67 | ||
| Q2 25 | $0.63 | $1.93 | ||
| Q1 25 | $0.52 | $1.69 | ||
| Q4 24 | $0.56 | $1.59 | ||
| Q3 24 | $0.67 | $1.65 | ||
| Q2 24 | $0.62 | $1.91 | ||
| Q1 24 | $0.44 | $1.70 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $5.8B |
| Total Assets | $2.1B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | $848.2M | $5.8B | ||
| Q3 25 | $827.2M | $5.7B | ||
| Q2 25 | $797.3M | $5.7B | ||
| Q1 25 | $759.6M | $5.7B | ||
| Q4 24 | $726.5M | $5.6B | ||
| Q3 24 | $690.3M | $5.6B | ||
| Q2 24 | $645.5M | $5.4B | ||
| Q1 24 | $728.1M | $5.2B |
| Q4 25 | $2.1B | $7.4B | ||
| Q3 25 | $2.1B | $7.4B | ||
| Q2 25 | $2.1B | $7.2B | ||
| Q1 25 | $2.1B | $7.2B | ||
| Q4 24 | $2.0B | $7.1B | ||
| Q3 24 | $2.0B | $7.1B | ||
| Q2 24 | $1.9B | $6.7B | ||
| Q1 24 | $1.5B | $6.6B |
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 | $856.1M |
| Free Cash FlowOCF − Capex | $35.1M | $848.7M |
| FCF MarginFCF / Revenue | 13.4% | 271.7% |
| Capex IntensityCapex / Revenue | 0.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.04× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $856.1M | ||
| Q3 25 | $70.6M | $215.9M | ||
| Q2 25 | $22.7M | $189.5M | ||
| Q1 25 | $24.1M | $221.6M | ||
| Q4 24 | $56.3M | $861.5M | ||
| Q3 24 | $77.3M | $229.2M | ||
| Q2 24 | $23.0M | $188.7M | ||
| Q1 24 | $49.9M | $216.9M |
| Q4 25 | $35.1M | $848.7M | ||
| Q3 25 | $65.9M | $210.6M | ||
| Q2 25 | $18.2M | $188.8M | ||
| Q1 25 | $17.9M | $221.3M | ||
| Q4 24 | $54.0M | $854.8M | ||
| Q3 24 | $74.5M | $228.7M | ||
| Q2 24 | $21.0M | $187.6M | ||
| Q1 24 | $46.8M | $212.5M |
| Q4 25 | 13.4% | 271.7% | ||
| Q3 25 | 25.7% | 67.5% | ||
| Q2 25 | 7.1% | 59.2% | ||
| Q1 25 | 7.5% | 69.7% | ||
| Q4 24 | 22.3% | 271.3% | ||
| Q3 24 | 31.0% | 72.2% | ||
| Q2 24 | 9.0% | 60.0% | ||
| Q1 24 | 21.0% | 71.2% |
| Q4 25 | 0.3% | 2.4% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 0.3% | ||
| Q1 24 | 1.4% | 1.5% |
| Q4 25 | 1.04× | 5.52× | ||
| Q3 25 | 2.01× | 1.31× | ||
| Q2 25 | 0.66× | 0.97× | ||
| Q1 25 | 0.87× | 1.26× | ||
| Q4 24 | 1.87× | 5.13× | ||
| Q3 24 | 2.11× | 1.30× | ||
| Q2 24 | 0.69× | 0.93× | ||
| Q1 24 | 2.11× | 1.19× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
