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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $261.7M, roughly 2.0× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -12.3%, a 25.6% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $35.1M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ALRM vs GENI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $510.9M |
| Net Profit | $34.6M | $-63.0M |
| Gross Margin | 66.0% | 25.2% |
| Operating Margin | 13.4% | -11.5% |
| Net Margin | 13.2% | -12.3% |
| Revenue YoY | 8.0% | — |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | — |
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 | $510.9M | ||
| Q3 25 | $256.4M | $335.4M | ||
| Q2 25 | $254.3M | $215.2M | ||
| Q1 25 | $238.8M | $119.7M | ||
| Q4 24 | $242.2M | $413.0M | ||
| Q3 24 | $240.5M | $285.8M | ||
| Q2 24 | $233.8M | $184.1M | ||
| Q1 24 | $223.3M | $97.2M |
| Q4 25 | $34.6M | $-63.0M | ||
| Q3 25 | $35.1M | — | ||
| Q2 25 | $34.2M | $-47.3M | ||
| Q1 25 | $27.7M | $-25.5M | ||
| Q4 24 | $30.1M | $-85.5M | ||
| Q3 24 | $36.7M | $-47.1M | ||
| Q2 24 | $33.5M | $-35.5M | ||
| Q1 24 | $23.6M | $-25.2M |
| Q4 25 | 66.0% | 25.2% | ||
| Q3 25 | 65.8% | 24.2% | ||
| Q2 25 | 65.6% | 19.1% | ||
| Q1 25 | 67.2% | 10.7% | ||
| Q4 24 | 65.5% | 16.7% | ||
| Q3 24 | 64.8% | 20.5% | ||
| Q2 24 | 65.2% | 18.6% | ||
| Q1 24 | 65.7% | 9.8% |
| Q4 25 | 13.4% | -11.5% | ||
| Q3 25 | 14.4% | -15.3% | ||
| Q2 25 | 12.6% | -21.0% | ||
| Q1 25 | 12.4% | -20.3% | ||
| Q4 24 | 12.7% | -18.0% | ||
| Q3 24 | 13.8% | -13.9% | ||
| Q2 24 | 11.0% | -16.8% | ||
| Q1 24 | 8.4% | -23.7% |
| Q4 25 | 13.2% | -12.3% | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 13.5% | -22.0% | ||
| Q1 25 | 11.6% | -21.3% | ||
| Q4 24 | 12.4% | -20.7% | ||
| Q3 24 | 15.3% | -16.5% | ||
| Q2 24 | 14.3% | -19.3% | ||
| Q1 24 | 10.6% | -25.9% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.62 | — | ||
| Q1 24 | $0.44 | — |
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 | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $724.5M |
| Total Assets | $2.1B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $280.6M | ||
| Q3 25 | $1.1B | $110.2M | ||
| Q2 25 | $1.0B | $110.2M | ||
| Q1 25 | $1.2B | $110.2M | ||
| Q4 24 | $1.2B | $100.3M | ||
| Q3 24 | $1.2B | $100.3M | ||
| Q2 24 | $1.1B | $100.3M | ||
| Q1 24 | $747.9M | $100.3M |
| Q4 25 | $848.2M | $724.5M | ||
| Q3 25 | $827.2M | $572.4M | ||
| Q2 25 | $797.3M | $572.4M | ||
| Q1 25 | $759.6M | $572.4M | ||
| Q4 24 | $726.5M | $573.0M | ||
| Q3 24 | $690.3M | $573.0M | ||
| Q2 24 | $645.5M | $573.0M | ||
| Q1 24 | $728.1M | $573.0M |
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.1B | $792.3M | ||
| Q2 25 | $2.1B | $792.3M | ||
| Q1 25 | $2.1B | $792.3M | ||
| Q4 24 | $2.0B | $775.7M | ||
| Q3 24 | $2.0B | $775.7M | ||
| Q2 24 | $1.9B | $775.7M | ||
| Q1 24 | $1.5B | $775.7M |
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 | $81.9M |
| Free Cash FlowOCF − Capex | $35.1M | $69.6M |
| FCF MarginFCF / Revenue | 13.4% | 13.6% |
| Capex IntensityCapex / Revenue | 0.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $81.9M | ||
| Q3 25 | $70.6M | $-4.8M | ||
| Q2 25 | $22.7M | $-1.2M | ||
| Q1 25 | $24.1M | $-14.6M | ||
| Q4 24 | $56.3M | $14.9M | ||
| Q3 24 | $77.3M | $-9.2M | ||
| Q2 24 | $23.0M | — | ||
| Q1 24 | $49.9M | — |
| Q4 25 | $35.1M | $69.6M | ||
| Q3 25 | $65.9M | $-14.2M | ||
| Q2 25 | $18.2M | $-5.8M | ||
| Q1 25 | $17.9M | $-16.0M | ||
| Q4 24 | $54.0M | $11.3M | ||
| Q3 24 | $74.5M | $-11.6M | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | 13.6% | ||
| Q3 25 | 25.7% | -4.2% | ||
| Q2 25 | 7.1% | -2.7% | ||
| Q1 25 | 7.5% | -13.4% | ||
| Q4 24 | 22.3% | 2.7% | ||
| Q3 24 | 31.0% | -4.1% | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | 2.4% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| 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% |
GENI
Segment breakdown not available.
