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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Fat Brands, Inc (FAT). 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 $140.0M, roughly 1.9× Fat Brands, Inc). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -41.6%, a 54.8% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -2.3%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-16.9M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -6.1%).
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.
FAT Brands Inc. is an American multi-brand restaurant and sports bar franchise operator headquartered in Beverly Hills, California.
ALRM vs FAT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $140.0M |
| Net Profit | $34.6M | $-58.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -12.4% |
| Net Margin | 13.2% | -41.6% |
| Revenue YoY | 8.0% | -2.3% |
| Net Profit YoY | 14.8% | -30.1% |
| EPS (diluted) | $0.66 | $-3.39 |
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 | $140.0M | ||
| Q2 25 | $254.3M | $146.8M | ||
| Q1 25 | $238.8M | $142.0M | ||
| Q4 24 | $242.2M | $145.3M | ||
| Q3 24 | $240.5M | $143.4M | ||
| Q2 24 | $233.8M | $152.0M | ||
| Q1 24 | $223.3M | $152.0M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-58.2M | ||
| Q2 25 | $34.2M | $-54.2M | ||
| Q1 25 | $27.7M | $-46.0M | ||
| Q4 24 | $30.1M | $-67.4M | ||
| Q3 24 | $36.7M | $-44.8M | ||
| Q2 24 | $33.5M | $-39.4M | ||
| Q1 24 | $23.6M | $-38.3M |
| 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% | — | ||
| Q3 25 | 14.4% | -12.4% | ||
| Q2 25 | 12.6% | -10.6% | ||
| Q1 25 | 12.4% | -6.0% | ||
| Q4 24 | 12.7% | -27.1% | ||
| Q3 24 | 13.8% | -6.2% | ||
| Q2 24 | 11.0% | -1.8% | ||
| Q1 24 | 8.4% | -0.9% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -41.6% | ||
| Q2 25 | 13.5% | -36.9% | ||
| Q1 25 | 11.6% | -32.4% | ||
| Q4 24 | 12.4% | -46.4% | ||
| Q3 24 | 15.3% | -31.2% | ||
| Q2 24 | 14.3% | -25.9% | ||
| Q1 24 | 10.6% | -25.2% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $-3.39 | ||
| Q2 25 | $0.63 | $-3.17 | ||
| Q1 25 | $0.52 | $-2.73 | ||
| Q4 24 | $0.56 | $-4.06 | ||
| Q3 24 | $0.67 | $-2.74 | ||
| Q2 24 | $0.62 | $-2.43 | ||
| Q1 24 | $0.44 | $-2.37 |
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 | — | $1.3B |
| Stockholders' EquityBook value | $848.2M | $-585.8M |
| Total Assets | $2.1B | $1.2B |
| 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 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $-585.8M | ||
| Q2 25 | $797.3M | $-536.5M | ||
| Q1 25 | $759.6M | $-493.9M | ||
| Q4 24 | $726.5M | $-455.7M | ||
| Q3 24 | $690.3M | $-386.1M | ||
| Q2 24 | $645.5M | $-338.6M | ||
| Q1 24 | $728.1M | $-296.8M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $1.5B | $1.4B |
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 | $-14.5M |
| Free Cash FlowOCF − Capex | $35.1M | $-16.9M |
| FCF MarginFCF / Revenue | 13.4% | -12.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-75.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $-14.5M | ||
| Q2 25 | $22.7M | $-26.9M | ||
| Q1 25 | $24.1M | $-13.2M | ||
| Q4 24 | $56.3M | $-10.4M | ||
| Q3 24 | $77.3M | $-3.2M | ||
| Q2 24 | $23.0M | $-14.2M | ||
| Q1 24 | $49.9M | $-28.4M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $-16.9M | ||
| Q2 25 | $18.2M | $-29.3M | ||
| Q1 25 | $17.9M | $-17.8M | ||
| Q4 24 | $54.0M | $-11.0M | ||
| Q3 24 | $74.5M | $-11.1M | ||
| Q2 24 | $21.0M | $-24.4M | ||
| Q1 24 | $46.8M | $-32.5M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | -12.1% | ||
| Q2 25 | 7.1% | -20.0% | ||
| Q1 25 | 7.5% | -12.5% | ||
| Q4 24 | 22.3% | -7.6% | ||
| Q3 24 | 31.0% | -7.7% | ||
| Q2 24 | 9.0% | -16.1% | ||
| Q1 24 | 21.0% | -21.4% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 1.2% | 5.5% | ||
| Q2 24 | 0.9% | 6.7% | ||
| Q1 24 | 1.4% | 2.7% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| 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% |
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
