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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Flywire Corp (FLYW). 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 $157.5M, roughly 1.7× Flywire Corp). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 0.0%, a 13.2% gap on every dollar of revenue. On growth, Flywire Corp posted the faster year-over-year revenue change (34.0% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $4.5M). Over the past eight quarters, Flywire Corp's revenue compounded faster (17.5% 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.
Flywire Corp is a global payment and receivables solutions provider serving core verticals including education, healthcare, travel, and B2B commerce. It offers secure cross-border payment processing, currency conversion, and workflow tools for organizations and payers worldwide.
ALRM vs FLYW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $157.5M |
| Net Profit | $34.6M | $33.0K |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -0.6% |
| Net Margin | 13.2% | 0.0% |
| Revenue YoY | 8.0% | 34.0% |
| Net Profit YoY | 14.8% | 100.2% |
| EPS (diluted) | $0.66 | $0.01 |
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 | $157.5M | ||
| Q3 25 | $256.4M | $200.1M | ||
| Q2 25 | $254.3M | $131.9M | ||
| Q1 25 | $238.8M | $133.5M | ||
| Q4 24 | $242.2M | $117.5M | ||
| Q3 24 | $240.5M | $156.8M | ||
| Q2 24 | $233.8M | $103.7M | ||
| Q1 24 | $223.3M | $114.1M |
| Q4 25 | $34.6M | $33.0K | ||
| Q3 25 | $35.1M | $29.6M | ||
| Q2 25 | $34.2M | $-12.0M | ||
| Q1 25 | $27.7M | $-4.2M | ||
| Q4 24 | $30.1M | $-15.9M | ||
| Q3 24 | $36.7M | $38.9M | ||
| Q2 24 | $33.5M | $-13.9M | ||
| Q1 24 | $23.6M | $-6.2M |
| 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% | -0.6% | ||
| Q3 25 | 14.4% | 16.1% | ||
| Q2 25 | 12.6% | -6.8% | ||
| Q1 25 | 12.4% | -8.2% | ||
| Q4 24 | 12.7% | -4.9% | ||
| Q3 24 | 13.8% | 12.9% | ||
| Q2 24 | 11.0% | -15.2% | ||
| Q1 24 | 8.4% | -5.2% |
| Q4 25 | 13.2% | 0.0% | ||
| Q3 25 | 13.7% | 14.8% | ||
| Q2 25 | 13.5% | -9.1% | ||
| Q1 25 | 11.6% | -3.1% | ||
| Q4 24 | 12.4% | -13.5% | ||
| Q3 24 | 15.3% | 24.8% | ||
| Q2 24 | 14.3% | -13.4% | ||
| Q1 24 | 10.6% | -5.4% |
| Q4 25 | $0.66 | $0.01 | ||
| Q3 25 | $0.65 | $0.23 | ||
| Q2 25 | $0.63 | $-0.10 | ||
| Q1 25 | $0.52 | $-0.03 | ||
| Q4 24 | $0.56 | $-0.12 | ||
| Q3 24 | $0.67 | $0.30 | ||
| Q2 24 | $0.62 | $-0.11 | ||
| Q1 24 | $0.44 | $-0.05 |
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 | $355.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $835.2M |
| Total Assets | $2.1B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $355.0M | ||
| Q3 25 | $1.1B | $377.3M | ||
| Q2 25 | $1.0B | $274.2M | ||
| Q1 25 | $1.2B | $255.3M | ||
| Q4 24 | $1.2B | $611.1M | ||
| Q3 24 | $1.2B | $681.1M | ||
| Q2 24 | $1.1B | $571.0M | ||
| Q1 24 | $747.9M | $619.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $60.0M | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $835.2M | ||
| Q3 25 | $827.2M | $829.1M | ||
| Q2 25 | $797.3M | $792.4M | ||
| Q1 25 | $759.6M | $784.3M | ||
| Q4 24 | $726.5M | $814.8M | ||
| Q3 24 | $690.3M | $843.2M | ||
| Q2 24 | $645.5M | $802.6M | ||
| Q1 24 | $728.1M | $-797.0M |
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $998.7M | ||
| Q1 24 | $1.5B | $998.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $4.9M |
| Free Cash FlowOCF − Capex | $35.1M | $4.5M |
| FCF MarginFCF / Revenue | 13.4% | 2.9% |
| Capex IntensityCapex / Revenue | 0.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.04× | 148.06× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $98.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $4.9M | ||
| Q3 25 | $70.6M | $150.1M | ||
| Q2 25 | $22.7M | $24.1M | ||
| Q1 25 | $24.1M | $-78.9M | ||
| Q4 24 | $56.3M | $-28.6M | ||
| Q3 24 | $77.3M | $184.6M | ||
| Q2 24 | $23.0M | $-19.3M | ||
| Q1 24 | $49.9M | $-38.1M |
| Q4 25 | $35.1M | $4.5M | ||
| Q3 25 | $65.9M | $149.9M | ||
| Q2 25 | $18.2M | $23.5M | ||
| Q1 25 | $17.9M | $-79.1M | ||
| Q4 24 | $54.0M | $-28.7M | ||
| Q3 24 | $74.5M | $184.4M | ||
| Q2 24 | $21.0M | $-19.7M | ||
| Q1 24 | $46.8M | $-38.3M |
| Q4 25 | 13.4% | 2.9% | ||
| Q3 25 | 25.7% | 74.9% | ||
| Q2 25 | 7.1% | 17.8% | ||
| Q1 25 | 7.5% | -59.3% | ||
| Q4 24 | 22.3% | -24.4% | ||
| Q3 24 | 31.0% | 117.6% | ||
| Q2 24 | 9.0% | -19.0% | ||
| Q1 24 | 21.0% | -33.6% |
| Q4 25 | 0.3% | 0.2% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 0.9% | 0.3% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | 1.04× | 148.06× | ||
| Q3 25 | 2.01× | 5.07× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 4.75× | ||
| 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% |
FLYW
| Transactions | $126.4M | 80% |
| Platform And Other Revenues | $31.1M | 20% |
