vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($433.0M vs $261.7M, roughly 1.7× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 0.2%, a 13.0% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 8.0%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -10.6%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ALRM vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $433.0M |
| Net Profit | $34.6M | $1.0M |
| Gross Margin | 66.0% | 49.2% |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 0.2% |
| Revenue YoY | 8.0% | 13.1% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.02 |
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.
| Q1 26 | — | $433.0M | ||
| Q4 25 | $261.7M | $432.0M | ||
| Q3 25 | $256.4M | $618.0M | ||
| Q2 25 | $254.3M | $617.0M | ||
| Q1 25 | $238.8M | $426.0M | ||
| Q4 24 | $242.2M | $383.0M | ||
| Q3 24 | $240.5M | $540.0M | ||
| Q2 24 | $233.8M | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | $34.6M | $1.0M | ||
| Q3 25 | $35.1M | $106.0M | ||
| Q2 25 | $34.2M | $111.0M | ||
| Q1 25 | $27.7M | $37.0M | ||
| Q4 24 | $30.1M | $9.0M | ||
| Q3 24 | $36.7M | $100.0M | ||
| Q2 24 | $33.5M | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | 66.0% | 49.3% | ||
| Q3 25 | 65.8% | 57.1% | ||
| Q2 25 | 65.6% | 57.7% | ||
| Q1 25 | 67.2% | 55.2% | ||
| Q4 24 | 65.5% | 48.0% | ||
| Q3 24 | 64.8% | 56.7% | ||
| Q2 24 | 65.2% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 0.5% | ||
| Q3 25 | 14.4% | 23.0% | ||
| Q2 25 | 12.6% | 23.7% | ||
| Q1 25 | 12.4% | 11.3% | ||
| Q4 24 | 12.7% | 1.6% | ||
| Q3 24 | 13.8% | 24.8% | ||
| Q2 24 | 11.0% | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | 13.2% | 0.2% | ||
| Q3 25 | 13.7% | 17.2% | ||
| Q2 25 | 13.5% | 18.0% | ||
| Q1 25 | 11.6% | 8.7% | ||
| Q4 24 | 12.4% | 2.3% | ||
| Q3 24 | 15.3% | 18.5% | ||
| Q2 24 | 14.3% | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.66 | $0.03 | ||
| Q3 25 | $0.65 | $1.42 | ||
| Q2 25 | $0.63 | $1.48 | ||
| Q1 25 | $0.52 | $0.49 | ||
| Q4 24 | $0.56 | $0.10 | ||
| Q3 24 | $0.67 | $1.30 | ||
| Q2 24 | $0.62 | $1.18 |
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 | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $848.2M | $242.0M |
| Total Assets | $2.1B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $960.6M | $566.0M | ||
| Q3 25 | $1.1B | $563.0M | ||
| Q2 25 | $1.0B | $562.0M | ||
| Q1 25 | $1.2B | $506.0M | ||
| Q4 24 | $1.2B | $436.0M | ||
| Q3 24 | $1.2B | $375.0M | ||
| Q2 24 | $1.1B | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | — | $242.0M | ||
| Q4 25 | $848.2M | $242.0M | ||
| Q3 25 | $827.2M | $316.0M | ||
| Q2 25 | $797.3M | $254.0M | ||
| Q1 25 | $759.6M | $198.0M | ||
| Q4 24 | $726.5M | $239.0M | ||
| Q3 24 | $690.3M | $261.0M | ||
| Q2 24 | $645.5M | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | 4.85× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | $94.0M |
| FCF MarginFCF / Revenue | 13.4% | 21.7% |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $101.0M | ||
| Q3 25 | $70.6M | $64.0M | ||
| Q2 25 | $22.7M | $127.0M | ||
| Q1 25 | $24.1M | $124.0M | ||
| Q4 24 | $56.3M | $58.0M | ||
| Q3 24 | $77.3M | $25.0M | ||
| Q2 24 | $23.0M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $35.1M | $95.0M | ||
| Q3 25 | $65.9M | $58.0M | ||
| Q2 25 | $18.2M | $120.0M | ||
| Q1 25 | $17.9M | $117.0M | ||
| Q4 24 | $54.0M | $50.0M | ||
| Q3 24 | $74.5M | $16.0M | ||
| Q2 24 | $21.0M | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | 13.4% | 22.0% | ||
| Q3 25 | 25.7% | 9.4% | ||
| Q2 25 | 7.1% | 19.4% | ||
| Q1 25 | 7.5% | 27.5% | ||
| Q4 24 | 22.3% | 13.1% | ||
| Q3 24 | 31.0% | 3.0% | ||
| Q2 24 | 9.0% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.4% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.9% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 101.00× | ||
| Q3 25 | 2.01× | 0.60× | ||
| Q2 25 | 0.66× | 1.14× | ||
| Q1 25 | 0.87× | 3.35× | ||
| Q4 24 | 1.87× | 6.44× | ||
| Q3 24 | 2.11× | 0.25× | ||
| Q2 24 | 0.69× | 1.12× |
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% |
FTDR
Segment breakdown not available.
