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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and HCI Group, Inc. (HCI). 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 $246.2M, roughly 1.1× HCI Group, Inc.). HCI Group, Inc. runs the higher net margin — 39.7% vs 13.2%, a 26.4% gap on every dollar of revenue. On growth, HCI Group, Inc. posted the faster year-over-year revenue change (52.1% vs 8.0%). HCI Group, Inc. produced more free cash flow last quarter ($440.8M vs $35.1M). Over the past eight quarters, HCI Group, Inc.'s revenue compounded faster (9.2% 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.
HCI Equity Partners is a Washington, DC–based private equity firm with an additional office in Chicago, Illinois.
ALRM vs HCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $246.2M |
| Net Profit | $34.6M | $97.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 58.5% |
| Net Margin | 13.2% | 39.7% |
| Revenue YoY | 8.0% | 52.1% |
| Net Profit YoY | 14.8% | 3679.2% |
| EPS (diluted) | $0.66 | $7.29 |
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 | $246.2M | ||
| Q3 25 | $256.4M | $216.3M | ||
| Q2 25 | $254.3M | $221.9M | ||
| Q1 25 | $238.8M | $216.4M | ||
| Q4 24 | $242.2M | $161.9M | ||
| Q3 24 | $240.5M | $175.3M | ||
| Q2 24 | $233.8M | $206.2M | ||
| Q1 24 | $223.3M | $206.6M |
| Q4 25 | $34.6M | $97.7M | ||
| Q3 25 | $35.1M | $65.5M | ||
| Q2 25 | $34.2M | $66.2M | ||
| Q1 25 | $27.7M | $69.7M | ||
| Q4 24 | $30.1M | $2.6M | ||
| Q3 24 | $36.7M | $5.7M | ||
| Q2 24 | $33.5M | $54.1M | ||
| Q1 24 | $23.6M | $47.6M |
| 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% | 58.5% | ||
| Q3 25 | 14.4% | 41.9% | ||
| Q2 25 | 12.6% | 42.5% | ||
| Q1 25 | 12.4% | 46.4% | ||
| Q4 24 | 12.7% | 3.6% | ||
| Q3 24 | 13.8% | 8.0% | ||
| Q2 24 | 11.0% | 36.9% | ||
| Q1 24 | 8.4% | 37.5% |
| Q4 25 | 13.2% | 39.7% | ||
| Q3 25 | 13.7% | 30.3% | ||
| Q2 25 | 13.5% | 29.8% | ||
| Q1 25 | 11.6% | 32.2% | ||
| Q4 24 | 12.4% | 1.6% | ||
| Q3 24 | 15.3% | 3.2% | ||
| Q2 24 | 14.3% | 26.2% | ||
| Q1 24 | 10.6% | 23.0% |
| Q4 25 | $0.66 | $7.29 | ||
| Q3 25 | $0.65 | $4.90 | ||
| Q2 25 | $0.63 | $5.18 | ||
| Q1 25 | $0.52 | $5.35 | ||
| Q4 24 | $0.56 | $0.32 | ||
| Q3 24 | $0.67 | $0.52 | ||
| Q2 24 | $0.62 | $4.24 | ||
| Q1 24 | $0.44 | $3.81 |
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 | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.0B |
| Total Assets | $2.1B | $2.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $1.2B | ||
| Q3 25 | $1.1B | $987.9M | ||
| Q2 25 | $1.0B | $947.2M | ||
| Q1 25 | $1.2B | $754.5M | ||
| Q4 24 | $1.2B | $532.5M | ||
| Q3 24 | $1.2B | $518.8M | ||
| Q2 24 | $1.1B | $445.8M | ||
| Q1 24 | $747.9M | $655.4M |
| Q4 25 | $848.2M | $1.0B | ||
| Q3 25 | $827.2M | $821.8M | ||
| Q2 25 | $797.3M | $758.6M | ||
| Q1 25 | $759.6M | $522.7M | ||
| Q4 24 | $726.5M | $453.3M | ||
| Q3 24 | $690.3M | $455.3M | ||
| Q2 24 | $645.5M | $447.3M | ||
| Q1 24 | $728.1M | $395.7M |
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.1B | $2.3B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.5B | $1.8B |
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 | $444.4M |
| Free Cash FlowOCF − Capex | $35.1M | $440.8M |
| FCF MarginFCF / Revenue | 13.4% | 179.0% |
| Capex IntensityCapex / Revenue | 0.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.04× | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $771.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $444.4M | ||
| Q3 25 | $70.6M | $26.7M | ||
| Q2 25 | $22.7M | $145.0M | ||
| Q1 25 | $24.1M | $162.0M | ||
| Q4 24 | $56.3M | $331.8M | ||
| Q3 24 | $77.3M | $104.1M | ||
| Q2 24 | $23.0M | $-29.0M | ||
| Q1 24 | $49.9M | $182.0M |
| Q4 25 | $35.1M | $440.8M | ||
| Q3 25 | $65.9M | $25.9M | ||
| Q2 25 | $18.2M | $144.5M | ||
| Q1 25 | $17.9M | $160.3M | ||
| Q4 24 | $54.0M | $327.8M | ||
| Q3 24 | $74.5M | $103.2M | ||
| Q2 24 | $21.0M | $-30.1M | ||
| Q1 24 | $46.8M | $181.0M |
| Q4 25 | 13.4% | 179.0% | ||
| Q3 25 | 25.7% | 12.0% | ||
| Q2 25 | 7.1% | 65.1% | ||
| Q1 25 | 7.5% | 74.1% | ||
| Q4 24 | 22.3% | 202.5% | ||
| Q3 24 | 31.0% | 58.9% | ||
| Q2 24 | 9.0% | -14.6% | ||
| Q1 24 | 21.0% | 87.6% |
| Q4 25 | 0.3% | 1.5% | ||
| Q3 25 | 1.9% | 0.4% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 0.9% | 2.5% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.9% | 0.5% | ||
| Q1 24 | 1.4% | 0.5% |
| Q4 25 | 1.04× | 4.55× | ||
| Q3 25 | 2.01× | 0.41× | ||
| Q2 25 | 0.66× | 2.19× | ||
| Q1 25 | 0.87× | 2.32× | ||
| Q4 24 | 1.87× | 128.41× | ||
| Q3 24 | 2.11× | 18.33× | ||
| Q2 24 | 0.69× | -0.54× | ||
| Q1 24 | 2.11× | 3.82× |
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% |
HCI
| Insurance Operation | $218.3M | 89% |
| Reciprocal Exchange Operation | $27.0M | 11% |
