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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and AMICUS THERAPEUTICS, INC. (FOLD). 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 $185.2M, roughly 1.4× AMICUS THERAPEUTICS, INC.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 0.9%, a 12.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% 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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
ALRM vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $185.2M |
| Net Profit | $34.6M | $1.7M |
| Gross Margin | 66.0% | 85.7% |
| Operating Margin | 13.4% | 8.6% |
| Net Margin | 13.2% | 0.9% |
| Revenue YoY | 8.0% | 23.7% |
| Net Profit YoY | 14.8% | -88.5% |
| EPS (diluted) | $0.66 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $256.4M | $169.1M | ||
| Q2 25 | $254.3M | $154.7M | ||
| Q1 25 | $238.8M | $125.2M | ||
| Q4 24 | $242.2M | $149.7M | ||
| Q3 24 | $240.5M | $141.5M | ||
| Q2 24 | $233.8M | $126.7M | ||
| Q1 24 | $223.3M | $110.4M |
| Q4 25 | $34.6M | $1.7M | ||
| Q3 25 | $35.1M | $17.3M | ||
| Q2 25 | $34.2M | $-24.4M | ||
| Q1 25 | $27.7M | $-21.7M | ||
| Q4 24 | $30.1M | $14.7M | ||
| Q3 24 | $36.7M | $-6.7M | ||
| Q2 24 | $33.5M | $-15.7M | ||
| Q1 24 | $23.6M | $-48.4M |
| Q4 25 | 66.0% | 85.7% | ||
| Q3 25 | 65.8% | 88.5% | ||
| Q2 25 | 65.6% | 90.2% | ||
| Q1 25 | 67.2% | 90.7% | ||
| Q4 24 | 65.5% | 90.1% | ||
| Q3 24 | 64.8% | 90.6% | ||
| Q2 24 | 65.2% | 91.1% | ||
| Q1 24 | 65.7% | 87.7% |
| Q4 25 | 13.4% | 8.6% | ||
| Q3 25 | 14.4% | 20.3% | ||
| Q2 25 | 12.6% | -6.1% | ||
| Q1 25 | 12.4% | -6.3% | ||
| Q4 24 | 12.7% | 10.7% | ||
| Q3 24 | 13.8% | 15.3% | ||
| Q2 24 | 11.0% | 11.8% | ||
| Q1 24 | 8.4% | -25.1% |
| Q4 25 | 13.2% | 0.9% | ||
| Q3 25 | 13.7% | 10.2% | ||
| Q2 25 | 13.5% | -15.8% | ||
| Q1 25 | 11.6% | -17.3% | ||
| Q4 24 | 12.4% | 9.8% | ||
| Q3 24 | 15.3% | -4.8% | ||
| Q2 24 | 14.3% | -12.4% | ||
| Q1 24 | 10.6% | -43.9% |
| Q4 25 | $0.66 | $0.00 | ||
| Q3 25 | $0.65 | $0.06 | ||
| Q2 25 | $0.63 | $-0.08 | ||
| Q1 25 | $0.52 | $-0.07 | ||
| Q4 24 | $0.56 | $0.05 | ||
| Q3 24 | $0.67 | $-0.02 | ||
| Q2 24 | $0.62 | $-0.05 | ||
| Q1 24 | $0.44 | $-0.16 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $848.2M | $274.2M |
| Total Assets | $2.1B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $293.5M | ||
| Q3 25 | $1.1B | $263.8M | ||
| Q2 25 | $1.0B | $231.0M | ||
| Q1 25 | $1.2B | $250.6M | ||
| Q4 24 | $1.2B | $249.9M | ||
| Q3 24 | $1.2B | $249.8M | ||
| Q2 24 | $1.1B | $260.1M | ||
| Q1 24 | $747.9M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $848.2M | $274.2M | ||
| Q3 25 | $827.2M | $230.4M | ||
| Q2 25 | $797.3M | $204.3M | ||
| Q1 25 | $759.6M | $193.6M | ||
| Q4 24 | $726.5M | $194.0M | ||
| Q3 24 | $690.3M | $178.8M | ||
| Q2 24 | $645.5M | $132.5M | ||
| Q1 24 | $728.1M | $130.7M |
| Q4 25 | $2.1B | $949.9M | ||
| Q3 25 | $2.1B | $868.8M | ||
| Q2 25 | $2.1B | $815.3M | ||
| Q1 25 | $2.1B | $789.8M | ||
| Q4 24 | $2.0B | $785.0M | ||
| Q3 24 | $2.0B | $786.6M | ||
| Q2 24 | $1.9B | $749.5M | ||
| Q1 24 | $1.5B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $35.1M | $16.0M |
| FCF MarginFCF / Revenue | 13.4% | 8.6% |
| Capex IntensityCapex / Revenue | 0.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.04× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $16.3M | ||
| Q3 25 | $70.6M | $35.7M | ||
| Q2 25 | $22.7M | $-26.5M | ||
| Q1 25 | $24.1M | $7.8M | ||
| Q4 24 | $56.3M | $-3.9M | ||
| Q3 24 | $77.3M | $-23.0M | ||
| Q2 24 | $23.0M | $22.7M | ||
| Q1 24 | $49.9M | $-29.7M |
| Q4 25 | $35.1M | $16.0M | ||
| Q3 25 | $65.9M | $35.3M | ||
| Q2 25 | $18.2M | $-28.9M | ||
| Q1 25 | $17.9M | $7.5M | ||
| Q4 24 | $54.0M | $-4.2M | ||
| Q3 24 | $74.5M | $-23.3M | ||
| Q2 24 | $21.0M | $21.6M | ||
| Q1 24 | $46.8M | $-31.5M |
| Q4 25 | 13.4% | 8.6% | ||
| Q3 25 | 25.7% | 20.9% | ||
| Q2 25 | 7.1% | -18.7% | ||
| Q1 25 | 7.5% | 6.0% | ||
| Q4 24 | 22.3% | -2.8% | ||
| Q3 24 | 31.0% | -16.5% | ||
| Q2 24 | 9.0% | 17.0% | ||
| Q1 24 | 21.0% | -28.5% |
| Q4 25 | 0.3% | 0.2% | ||
| Q3 25 | 1.9% | 0.2% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 0.9% | 0.9% | ||
| Q1 24 | 1.4% | 1.6% |
| Q4 25 | 1.04× | 9.62× | ||
| Q3 25 | 2.01× | 2.06× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
