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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and GCM Grosvenor Inc. (GCMG). 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 $177.1M, roughly 1.5× GCM Grosvenor Inc.). GCM Grosvenor Inc. runs the higher net margin — 32.8% vs 13.2%, a 19.6% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 7.2%). GCM Grosvenor Inc. produced more free cash flow last quarter ($175.0M vs $35.1M). Over the past eight quarters, GCM Grosvenor Inc.'s revenue compounded faster (27.5% 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.
GCM Grosvenor is an American alternative asset management firm, with approximately $76 billion in assets under management and approximately 530 professionals as of 2023.
ALRM vs GCMG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $177.1M |
| Net Profit | $34.6M | $58.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 30.9% |
| Net Margin | 13.2% | 32.8% |
| Revenue YoY | 8.0% | 7.2% |
| Net Profit YoY | 14.8% | 149.2% |
| EPS (diluted) | $0.66 | $0.23 |
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 | $177.1M | ||
| Q3 25 | $256.4M | $135.0M | ||
| Q2 25 | $254.3M | $119.7M | ||
| Q1 25 | $238.8M | $125.8M | ||
| Q4 24 | $242.2M | $165.3M | ||
| Q3 24 | $240.5M | $122.9M | ||
| Q2 24 | $233.8M | $117.0M | ||
| Q1 24 | $223.3M | $108.9M |
| Q4 25 | $34.6M | $58.2M | ||
| Q3 25 | $35.1M | $10.5M | ||
| Q2 25 | $34.2M | $15.4M | ||
| Q1 25 | $27.7M | $463.0K | ||
| Q4 24 | $30.1M | $7.6M | ||
| Q3 24 | $36.7M | $4.2M | ||
| Q2 24 | $33.5M | $4.8M | ||
| Q1 24 | $23.6M | $2.1M |
| 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% | 30.9% | ||
| Q3 25 | 14.4% | 32.7% | ||
| Q2 25 | 12.6% | 16.1% | ||
| Q1 25 | 12.4% | 12.2% | ||
| Q4 24 | 12.7% | 26.4% | ||
| Q3 24 | 13.8% | 20.3% | ||
| Q2 24 | 11.0% | 17.8% | ||
| Q1 24 | 8.4% | -14.7% |
| Q4 25 | 13.2% | 32.8% | ||
| Q3 25 | 13.7% | 7.8% | ||
| Q2 25 | 13.5% | 12.9% | ||
| Q1 25 | 11.6% | 0.4% | ||
| Q4 24 | 12.4% | 4.6% | ||
| Q3 24 | 15.3% | 3.4% | ||
| Q2 24 | 14.3% | 4.1% | ||
| Q1 24 | 10.6% | 2.0% |
| Q4 25 | $0.66 | $0.23 | ||
| Q3 25 | $0.65 | $0.16 | ||
| Q2 25 | $0.63 | $0.05 | ||
| Q1 25 | $0.52 | $-0.02 | ||
| Q4 24 | $0.56 | $0.09 | ||
| Q3 24 | $0.67 | $0.03 | ||
| Q2 24 | $0.62 | $0.04 | ||
| Q1 24 | $0.44 | $-0.13 |
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 | $242.1M |
| Total DebtLower is stronger | — | $428.4M |
| Stockholders' EquityBook value | $848.2M | $27.0M |
| Total Assets | $2.1B | $813.8M |
| Debt / EquityLower = less leverage | — | 15.87× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $242.1M | ||
| Q3 25 | $1.1B | $182.7M | ||
| Q2 25 | $1.0B | $136.3M | ||
| Q1 25 | $1.2B | $94.5M | ||
| Q4 24 | $1.2B | $89.5M | ||
| Q3 24 | $1.2B | $98.4M | ||
| Q2 24 | $1.1B | $73.9M | ||
| Q1 24 | $747.9M | $41.9M |
| Q4 25 | — | $428.4M | ||
| Q3 25 | — | $429.3M | ||
| Q2 25 | — | $430.2M | ||
| Q1 25 | — | $431.1M | ||
| Q4 24 | — | $432.0M | ||
| Q3 24 | — | $432.9M | ||
| Q2 24 | — | $433.8M | ||
| Q1 24 | — | $384.0M |
| Q4 25 | $848.2M | $27.0M | ||
| Q3 25 | $827.2M | $-7.4M | ||
| Q2 25 | $797.3M | $-12.3M | ||
| Q1 25 | $759.6M | $-28.3M | ||
| Q4 24 | $726.5M | $-27.6M | ||
| Q3 24 | $690.3M | $-31.9M | ||
| Q2 24 | $645.5M | $-28.5M | ||
| Q1 24 | $728.1M | $-26.4M |
| Q4 25 | $2.1B | $813.8M | ||
| Q3 25 | $2.1B | $685.9M | ||
| Q2 25 | $2.1B | $636.9M | ||
| Q1 25 | $2.1B | $579.8M | ||
| Q4 24 | $2.0B | $612.7M | ||
| Q3 24 | $2.0B | $575.0M | ||
| Q2 24 | $1.9B | $543.9M | ||
| Q1 24 | $1.5B | $497.3M |
| Q4 25 | — | 15.87× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $183.5M |
| Free Cash FlowOCF − Capex | $35.1M | $175.0M |
| FCF MarginFCF / Revenue | 13.4% | 98.8% |
| Capex IntensityCapex / Revenue | 0.3% | 4.8% |
| Cash ConversionOCF / Net Profit | 1.04× | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $326.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $183.5M | ||
| Q3 25 | $70.6M | $79.8M | ||
| Q2 25 | $22.7M | $42.0M | ||
| Q1 25 | $24.1M | $33.3M | ||
| Q4 24 | $56.3M | $148.8M | ||
| Q3 24 | $77.3M | $69.0M | ||
| Q2 24 | $23.0M | $17.5M | ||
| Q1 24 | $49.9M | $24.2M |
| Q4 25 | $35.1M | $175.0M | ||
| Q3 25 | $65.9M | $78.3M | ||
| Q2 25 | $18.2M | $40.8M | ||
| Q1 25 | $17.9M | $32.1M | ||
| Q4 24 | $54.0M | $132.0M | ||
| Q3 24 | $74.5M | $62.2M | ||
| Q2 24 | $21.0M | $12.8M | ||
| Q1 24 | $46.8M | $20.0M |
| Q4 25 | 13.4% | 98.8% | ||
| Q3 25 | 25.7% | 58.0% | ||
| Q2 25 | 7.1% | 34.1% | ||
| Q1 25 | 7.5% | 25.5% | ||
| Q4 24 | 22.3% | 79.9% | ||
| Q3 24 | 31.0% | 50.6% | ||
| Q2 24 | 9.0% | 10.9% | ||
| Q1 24 | 21.0% | 18.4% |
| Q4 25 | 0.3% | 4.8% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 0.9% | 10.1% | ||
| Q3 24 | 1.2% | 5.5% | ||
| Q2 24 | 0.9% | 4.0% | ||
| Q1 24 | 1.4% | 3.9% |
| Q4 25 | 1.04× | 3.16× | ||
| Q3 25 | 2.01× | 7.61× | ||
| Q2 25 | 0.66× | 2.72× | ||
| Q1 25 | 0.87× | 71.84× | ||
| Q4 24 | 1.87× | 19.54× | ||
| Q3 24 | 2.11× | 16.60× | ||
| Q2 24 | 0.69× | 3.64× | ||
| Q1 24 | 2.11× | 11.40× |
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% |
GCMG
| Asset Management1 | $108.6M | 61% |
| Management Service Incentive Performance Fees | $61.7M | 35% |
| Management Service Incentive Carried Interest | $5.1M | 3% |
| Service Other | $1.8M | 1% |
