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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Forestar Group Inc. (FOR). Click either name above to swap in a different company.
Forestar Group Inc. is the larger business by last-quarter revenue ($273.0M vs $261.7M, roughly 1.0× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 5.6%, a 7.6% gap on every dollar of revenue. On growth, Forestar Group Inc. posted the faster year-over-year revenue change (9.0% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-157.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -9.6%).
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.
Forestar Group Inc. is a residential lot development company based in Arlington, Texas. The company has operations in 51 markets in 21 states and delivered 11,518 residential lots during the twelve-month period ended December 31, 2020. The company is publicly traded on the New York Stock Exchange and in October 2017 became a majority-owned subsidiary of D.R. Horton, Inc., the largest homebuilder by volume in the United States since 2002. The company primarily acquires entitled real estate and...
ALRM vs FOR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $273.0M |
| Net Profit | $34.6M | $15.4M |
| Gross Margin | 66.0% | 20.1% |
| Operating Margin | 13.4% | 7.6% |
| Net Margin | 13.2% | 5.6% |
| Revenue YoY | 8.0% | 9.0% |
| Net Profit YoY | 14.8% | -6.7% |
| EPS (diluted) | $0.66 | $0.30 |
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 | $273.0M | ||
| Q3 25 | $256.4M | $670.5M | ||
| Q2 25 | $254.3M | $390.5M | ||
| Q1 25 | $238.8M | $351.0M | ||
| Q4 24 | $242.2M | $250.4M | ||
| Q3 24 | $240.5M | $551.3M | ||
| Q2 24 | $233.8M | $318.4M | ||
| Q1 24 | $223.3M | $333.8M |
| Q4 25 | $34.6M | $15.4M | ||
| Q3 25 | $35.1M | $86.9M | ||
| Q2 25 | $34.2M | $32.9M | ||
| Q1 25 | $27.7M | $31.6M | ||
| Q4 24 | $30.1M | $16.5M | ||
| Q3 24 | $36.7M | $81.5M | ||
| Q2 24 | $33.5M | $38.7M | ||
| Q1 24 | $23.6M | $45.0M |
| Q4 25 | 66.0% | 20.1% | ||
| Q3 25 | 65.8% | 22.3% | ||
| Q2 25 | 65.6% | 20.4% | ||
| Q1 25 | 67.2% | 22.6% | ||
| Q4 24 | 65.5% | 22.0% | ||
| Q3 24 | 64.8% | 23.9% | ||
| Q2 24 | 65.2% | 22.5% | ||
| Q1 24 | 65.7% | 24.9% |
| Q4 25 | 13.4% | 7.6% | ||
| Q3 25 | 14.4% | 16.9% | ||
| Q2 25 | 12.6% | 11.2% | ||
| Q1 25 | 12.4% | 11.6% | ||
| Q4 24 | 12.7% | 8.7% | ||
| Q3 24 | 13.8% | 19.7% | ||
| Q2 24 | 11.0% | 16.2% | ||
| Q1 24 | 8.4% | 17.6% |
| Q4 25 | 13.2% | 5.6% | ||
| Q3 25 | 13.7% | 13.0% | ||
| Q2 25 | 13.5% | 8.4% | ||
| Q1 25 | 11.6% | 9.0% | ||
| Q4 24 | 12.4% | 6.6% | ||
| Q3 24 | 15.3% | 14.8% | ||
| Q2 24 | 14.3% | 12.2% | ||
| Q1 24 | 10.6% | 13.5% |
| Q4 25 | $0.66 | $0.30 | ||
| Q3 25 | $0.65 | $1.70 | ||
| Q2 25 | $0.63 | $0.65 | ||
| Q1 25 | $0.52 | $0.62 | ||
| Q4 24 | $0.56 | $0.32 | ||
| Q3 24 | $0.67 | $1.59 | ||
| Q2 24 | $0.62 | $0.76 | ||
| Q1 24 | $0.44 | $0.89 |
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 | $211.7M |
| Total DebtLower is stronger | — | $793.2M |
| Stockholders' EquityBook value | $848.2M | $1.8B |
| Total Assets | $2.1B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $211.7M | ||
| Q3 25 | $1.1B | $379.2M | ||
| Q2 25 | $1.0B | $189.2M | ||
| Q1 25 | $1.2B | $174.3M | ||
| Q4 24 | $1.2B | $132.0M | ||
| Q3 24 | $1.2B | $481.2M | ||
| Q2 24 | $1.1B | $359.2M | ||
| Q1 24 | $747.9M | $416.2M |
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
| Q4 25 | $848.2M | $1.8B | ||
| Q3 25 | $827.2M | $1.8B | ||
| Q2 25 | $797.3M | $1.7B | ||
| Q1 25 | $759.6M | $1.6B | ||
| Q4 24 | $726.5M | $1.6B | ||
| Q3 24 | $690.3M | $1.6B | ||
| Q2 24 | $645.5M | $1.5B | ||
| Q1 24 | $728.1M | $1.5B |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.1B | $3.0B | ||
| Q4 24 | $2.0B | $3.0B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $1.9B | $2.7B | ||
| Q1 24 | $1.5B | $2.6B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $-157.0M |
| Free Cash FlowOCF − Capex | $35.1M | $-157.1M |
| FCF MarginFCF / Revenue | 13.4% | -57.5% |
| Capex IntensityCapex / Revenue | 0.3% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.04× | -10.19× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-157.0M | ||
| Q3 25 | $70.6M | $256.3M | ||
| Q2 25 | $22.7M | $15.8M | ||
| Q1 25 | $24.1M | $-19.8M | ||
| Q4 24 | $56.3M | $-450.0M | ||
| Q3 24 | $77.3M | $119.2M | ||
| Q2 24 | $23.0M | $-61.7M | ||
| Q1 24 | $49.9M | $-59.2M |
| Q4 25 | $35.1M | $-157.1M | ||
| Q3 25 | $65.9M | $255.6M | ||
| Q2 25 | $18.2M | $15.0M | ||
| Q1 25 | $17.9M | $-20.5M | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | $118.4M | ||
| Q2 24 | $21.0M | $-62.3M | ||
| Q1 24 | $46.8M | $-59.8M |
| Q4 25 | 13.4% | -57.5% | ||
| Q3 25 | 25.7% | 38.1% | ||
| Q2 25 | 7.1% | 3.8% | ||
| Q1 25 | 7.5% | -5.8% | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | 21.5% | ||
| Q2 24 | 9.0% | -19.6% | ||
| Q1 24 | 21.0% | -17.9% |
| Q4 25 | 0.3% | 0.0% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | 1.04× | -10.19× | ||
| Q3 25 | 2.01× | 2.95× | ||
| Q2 25 | 0.66× | 0.48× | ||
| Q1 25 | 0.87× | -0.63× | ||
| Q4 24 | 1.87× | -27.27× | ||
| Q3 24 | 2.11× | 1.46× | ||
| Q2 24 | 0.69× | -1.59× | ||
| Q1 24 | 2.11× | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
