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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Acushnet Holdings Corp. (GOLF). Click either name above to swap in a different company.
Acushnet Holdings Corp. is the larger business by last-quarter revenue ($477.2M vs $261.7M, roughly 1.8× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -7.3%, a 20.5% 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%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-23.3M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -17.9%).
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.
The Acushnet Company is an American company focused on the golf market. The company operates a series of brands that manufacture golf equipment, clothing and accessories.
ALRM vs GOLF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $477.2M |
| Net Profit | $34.6M | $-34.9M |
| Gross Margin | 66.0% | 44.1% |
| Operating Margin | 13.4% | -3.8% |
| Net Margin | 13.2% | -7.3% |
| Revenue YoY | 8.0% | 7.2% |
| Net Profit YoY | 14.8% | -3027.3% |
| EPS (diluted) | $0.66 | $-0.57 |
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 | $477.2M | ||
| Q3 25 | $256.4M | $657.7M | ||
| Q2 25 | $254.3M | $720.5M | ||
| Q1 25 | $238.8M | $703.4M | ||
| Q4 24 | $242.2M | $445.2M | ||
| Q3 24 | $240.5M | $620.5M | ||
| Q2 24 | $233.8M | $683.9M | ||
| Q1 24 | $223.3M | $707.6M |
| Q4 25 | $34.6M | $-34.9M | ||
| Q3 25 | $35.1M | $48.5M | ||
| Q2 25 | $34.2M | $75.6M | ||
| Q1 25 | $27.7M | $99.4M | ||
| Q4 24 | $30.1M | $-1.1M | ||
| Q3 24 | $36.7M | $56.2M | ||
| Q2 24 | $33.5M | $71.4M | ||
| Q1 24 | $23.6M | $87.8M |
| Q4 25 | 66.0% | 44.1% | ||
| Q3 25 | 65.8% | 48.5% | ||
| Q2 25 | 65.6% | 49.2% | ||
| Q1 25 | 67.2% | 47.9% | ||
| Q4 24 | 65.5% | 22.6% | ||
| Q3 24 | 64.8% | 54.4% | ||
| Q2 24 | 65.2% | 54.4% | ||
| Q1 24 | 65.7% | 53.4% |
| Q4 25 | 13.4% | -3.8% | ||
| Q3 25 | 14.4% | 14.1% | ||
| Q2 25 | 12.6% | 15.2% | ||
| Q1 25 | 12.4% | 16.3% | ||
| Q4 24 | 12.7% | -1.2% | ||
| Q3 24 | 13.8% | 13.2% | ||
| Q2 24 | 11.0% | 15.5% | ||
| Q1 24 | 8.4% | 17.2% |
| Q4 25 | 13.2% | -7.3% | ||
| Q3 25 | 13.7% | 7.4% | ||
| Q2 25 | 13.5% | 10.5% | ||
| Q1 25 | 11.6% | 14.1% | ||
| Q4 24 | 12.4% | -0.3% | ||
| Q3 24 | 15.3% | 9.1% | ||
| Q2 24 | 14.3% | 10.4% | ||
| Q1 24 | 10.6% | 12.4% |
| Q4 25 | $0.66 | $-0.57 | ||
| Q3 25 | $0.65 | $0.81 | ||
| Q2 25 | $0.63 | $1.25 | ||
| Q1 25 | $0.52 | $1.62 | ||
| Q4 24 | $0.56 | $0.02 | ||
| Q3 24 | $0.67 | $0.89 | ||
| Q2 24 | $0.62 | $1.11 | ||
| Q1 24 | $0.44 | $1.35 |
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 | — |
| Total DebtLower is stronger | — | $926.2M |
| Stockholders' EquityBook value | $848.2M | $783.6M |
| Total Assets | $2.1B | $2.3B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $926.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $753.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $783.6M | ||
| Q3 25 | $827.2M | $852.3M | ||
| Q2 25 | $797.3M | $808.5M | ||
| Q1 25 | $759.6M | $780.3M | ||
| Q4 24 | $726.5M | $765.2M | ||
| Q3 24 | $690.3M | $863.9M | ||
| Q2 24 | $645.5M | $863.7M | ||
| Q1 24 | $728.1M | $883.7M |
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.0B | $2.3B | ||
| Q2 24 | $1.9B | $2.3B | ||
| Q1 24 | $1.5B | $2.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.98× | ||
| 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 | $-338.0K |
| Free Cash FlowOCF − Capex | $35.1M | $-23.3M |
| FCF MarginFCF / Revenue | 13.4% | -4.9% |
| Capex IntensityCapex / Revenue | 0.3% | 4.8% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $120.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-338.0K | ||
| Q3 25 | $70.6M | $163.1M | ||
| Q2 25 | $22.7M | $151.9M | ||
| Q1 25 | $24.1M | $-120.3M | ||
| Q4 24 | $56.3M | $-1.1M | ||
| Q3 24 | $77.3M | $144.1M | ||
| Q2 24 | $23.0M | $211.6M | ||
| Q1 24 | $49.9M | $-109.5M |
| Q4 25 | $35.1M | $-23.3M | ||
| Q3 25 | $65.9M | $136.9M | ||
| Q2 25 | $18.2M | $138.0M | ||
| Q1 25 | $17.9M | $-131.5M | ||
| Q4 24 | $54.0M | $-33.2M | ||
| Q3 24 | $74.5M | $123.7M | ||
| Q2 24 | $21.0M | $196.8M | ||
| Q1 24 | $46.8M | $-116.8M |
| Q4 25 | 13.4% | -4.9% | ||
| Q3 25 | 25.7% | 20.8% | ||
| Q2 25 | 7.1% | 19.2% | ||
| Q1 25 | 7.5% | -18.7% | ||
| Q4 24 | 22.3% | -7.5% | ||
| Q3 24 | 31.0% | 19.9% | ||
| Q2 24 | 9.0% | 28.8% | ||
| Q1 24 | 21.0% | -16.5% |
| Q4 25 | 0.3% | 4.8% | ||
| Q3 25 | 1.9% | 4.0% | ||
| Q2 25 | 1.8% | 1.9% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 0.9% | 7.2% | ||
| Q3 24 | 1.2% | 3.3% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 1.4% | 1.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 3.36× | ||
| Q2 25 | 0.66× | 2.01× | ||
| Q1 25 | 0.87× | -1.21× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 2.56× | ||
| Q2 24 | 0.69× | 2.96× | ||
| Q1 24 | 2.11× | -1.25× |
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% |
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
