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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). Essex Property Trust runs the higher net margin — 17.9% vs 13.2%, a 4.7% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 5.5%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 6.0%).
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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
ALRM vs ESS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $479.6M |
| Net Profit | $34.6M | $85.7M |
| Gross Margin | 66.0% | 70.0% |
| Operating Margin | 13.4% | 31.7% |
| Net Margin | 13.2% | 17.9% |
| Revenue YoY | 8.0% | 5.5% |
| Net Profit YoY | 14.8% | -71.6% |
| EPS (diluted) | $0.66 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $256.4M | $473.3M | ||
| Q2 25 | $254.3M | $469.8M | ||
| Q1 25 | $238.8M | $464.6M | ||
| Q4 24 | $242.2M | $454.5M | ||
| Q3 24 | $240.5M | $450.7M | ||
| Q2 24 | $233.8M | $442.4M | ||
| Q1 24 | $223.3M | $426.9M |
| Q4 25 | $34.6M | $85.7M | ||
| Q3 25 | $35.1M | $172.7M | ||
| Q2 25 | $34.2M | $231.5M | ||
| Q1 25 | $27.7M | $212.8M | ||
| Q4 24 | $30.1M | $301.7M | ||
| Q3 24 | $36.7M | $125.5M | ||
| Q2 24 | $33.5M | $99.0M | ||
| Q1 24 | $23.6M | $285.1M |
| Q4 25 | 66.0% | 70.0% | ||
| Q3 25 | 65.8% | 69.2% | ||
| Q2 25 | 65.6% | 70.7% | ||
| Q1 25 | 67.2% | 69.6% | ||
| Q4 24 | 65.5% | 70.0% | ||
| Q3 24 | 64.8% | 69.5% | ||
| Q2 24 | 65.2% | 70.8% | ||
| Q1 24 | 65.7% | 69.7% |
| Q4 25 | 13.4% | 31.7% | ||
| Q3 25 | 14.4% | 44.5% | ||
| Q2 25 | 12.6% | 59.5% | ||
| Q1 25 | 12.4% | 55.3% | ||
| Q4 24 | 12.7% | 67.0% | ||
| Q3 24 | 13.8% | 28.6% | ||
| Q2 24 | 11.0% | 31.1% | ||
| Q1 24 | 8.4% | 31.0% |
| Q4 25 | 13.2% | 17.9% | ||
| Q3 25 | 13.7% | 36.5% | ||
| Q2 25 | 13.5% | 49.3% | ||
| Q1 25 | 11.6% | 45.8% | ||
| Q4 24 | 12.4% | 66.4% | ||
| Q3 24 | 15.3% | 27.8% | ||
| Q2 24 | 14.3% | 22.4% | ||
| Q1 24 | 10.6% | 66.8% |
| Q4 25 | $0.66 | $1.24 | ||
| Q3 25 | $0.65 | $2.56 | ||
| Q2 25 | $0.63 | $3.44 | ||
| Q1 25 | $0.52 | $3.16 | ||
| Q4 24 | $0.56 | $4.00 | ||
| Q3 24 | $0.67 | $1.84 | ||
| Q2 24 | $0.62 | $1.45 | ||
| Q1 24 | $0.44 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $5.5B |
| Total Assets | $2.1B | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $76.2M | ||
| Q3 25 | $1.1B | $66.0M | ||
| Q2 25 | $1.0B | $58.7M | ||
| Q1 25 | $1.2B | $98.7M | ||
| Q4 24 | $1.2B | $66.8M | ||
| Q3 24 | $1.2B | $71.3M | ||
| Q2 24 | $1.1B | $55.2M | ||
| Q1 24 | $747.9M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
| Q4 25 | $848.2M | $5.5B | ||
| Q3 25 | $827.2M | $5.6B | ||
| Q2 25 | $797.3M | $5.6B | ||
| Q1 25 | $759.6M | $5.6B | ||
| Q4 24 | $726.5M | $5.5B | ||
| Q3 24 | $690.3M | $5.4B | ||
| Q2 24 | $645.5M | $5.5B | ||
| Q1 24 | $728.1M | $5.5B |
| Q4 25 | $2.1B | $13.2B | ||
| Q3 25 | $2.1B | $13.2B | ||
| Q2 25 | $2.1B | $13.2B | ||
| Q1 25 | $2.1B | $13.2B | ||
| Q4 24 | $2.0B | $12.9B | ||
| Q3 24 | $2.0B | $12.6B | ||
| Q2 24 | $1.9B | $12.5B | ||
| Q1 24 | $1.5B | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $1.1B | ||
| Q3 25 | $70.6M | $342.6M | ||
| Q2 25 | $22.7M | $216.1M | ||
| Q1 25 | $24.1M | $281.5M | ||
| Q4 24 | $56.3M | $1.1B | ||
| Q3 24 | $77.3M | $316.2M | ||
| Q2 24 | $23.0M | $218.9M | ||
| Q1 24 | $49.9M | $314.9M |
| 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 24 | $46.8M | — |
| 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 24 | 21.0% | — |
| 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 24 | 1.4% | — |
| Q4 25 | 1.04× | 12.53× | ||
| Q3 25 | 2.01× | 1.98× | ||
| Q2 25 | 0.66× | 0.93× | ||
| Q1 25 | 0.87× | 1.32× | ||
| Q4 24 | 1.87× | 3.54× | ||
| Q3 24 | 2.11× | 2.52× | ||
| Q2 24 | 0.69× | 2.21× | ||
| Q1 24 | 2.11× | 1.10× |
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% |
ESS
Segment breakdown not available.
