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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and H2O AMERICA (HTO). 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 $199.4M, roughly 1.3× H2O AMERICA). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 8.1%, a 5.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.5%). Over the past eight quarters, H2O AMERICA's revenue compounded faster (15.3% 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.
H2O Wireless is a United States-based prepaid cell phone service, that utilizes the AT&T network. It is a brand of the mobile virtual network operator (MVNO) Locus Telecommunications, a subsidiary of Telrite Holdings, Inc., since 2019. Locus was formerly a subsidiary of KDDI America corporation, starting in 2010. H2O Wireless is primarily advertised as a non-restrictive phone service for customers to bring or buy unlocked smartphones, although AT&T contract/locked phones may be accepted as well.
ALRM vs HTO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $199.4M |
| Net Profit | $34.6M | $16.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 16.6% |
| Net Margin | 13.2% | 8.1% |
| Revenue YoY | 8.0% | 1.5% |
| Net Profit YoY | 14.8% | -29.2% |
| EPS (diluted) | $0.66 | $0.45 |
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 | $199.4M | ||
| Q3 25 | $256.4M | $243.5M | ||
| Q2 25 | $254.3M | $197.8M | ||
| Q1 25 | $238.8M | $164.9M | ||
| Q4 24 | $242.2M | $196.5M | ||
| Q3 24 | $240.5M | $216.7M | ||
| Q2 24 | $233.8M | $173.1M | ||
| Q1 24 | $223.3M | $150.0M |
| Q4 25 | $34.6M | $16.2M | ||
| Q3 25 | $35.1M | $45.1M | ||
| Q2 25 | $34.2M | $24.7M | ||
| Q1 25 | $27.7M | $16.6M | ||
| Q4 24 | $30.1M | $22.9M | ||
| Q3 24 | $36.7M | $38.7M | ||
| Q2 24 | $33.5M | $20.7M | ||
| Q1 24 | $23.6M | $11.7M |
| 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% | 16.6% | ||
| Q3 25 | 14.4% | 26.5% | ||
| Q2 25 | 12.6% | 22.2% | ||
| Q1 25 | 12.4% | 21.8% | ||
| Q4 24 | 12.7% | 22.2% | ||
| Q3 24 | 13.8% | 26.9% | ||
| Q2 24 | 11.0% | 23.4% | ||
| Q1 24 | 8.4% | 18.6% |
| Q4 25 | 13.2% | 8.1% | ||
| Q3 25 | 13.7% | 18.5% | ||
| Q2 25 | 13.5% | 12.5% | ||
| Q1 25 | 11.6% | 10.0% | ||
| Q4 24 | 12.4% | 11.7% | ||
| Q3 24 | 15.3% | 17.8% | ||
| Q2 24 | 14.3% | 12.0% | ||
| Q1 24 | 10.6% | 7.8% |
| Q4 25 | $0.66 | $0.45 | ||
| Q3 25 | $0.65 | $1.27 | ||
| Q2 25 | $0.63 | $0.71 | ||
| Q1 25 | $0.52 | $0.49 | ||
| Q4 24 | $0.56 | $0.70 | ||
| Q3 24 | $0.67 | $1.17 | ||
| Q2 24 | $0.62 | $0.64 | ||
| Q1 24 | $0.44 | $0.36 |
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 | $20.7M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $848.2M | $1.5B |
| Total Assets | $2.1B | $5.1B |
| Debt / EquityLower = less leverage | — | 1.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $20.7M | ||
| Q3 25 | $1.1B | $11.3M | ||
| Q2 25 | $1.0B | $19.8M | ||
| Q1 25 | $1.2B | $23.7M | ||
| Q4 24 | $1.2B | $11.1M | ||
| Q3 24 | $1.2B | $4.0M | ||
| Q2 24 | $1.1B | $22.8M | ||
| Q1 24 | $747.9M | $4.5M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $1.5B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.5B | ||
| Q1 25 | $759.6M | $1.4B | ||
| Q4 24 | $726.5M | $1.4B | ||
| Q3 24 | $690.3M | $1.3B | ||
| Q2 24 | $645.5M | $1.3B | ||
| Q1 24 | $728.1M | $1.2B |
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.1B | $5.0B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.0B | $4.7B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $1.9B | $4.4B | ||
| Q1 24 | $1.5B | $4.4B |
| Q4 25 | — | 1.23× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| 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 | $63.5M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 3.92× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $63.5M | ||
| Q3 25 | $70.6M | $77.3M | ||
| Q2 25 | $22.7M | $60.8M | ||
| Q1 25 | $24.1M | $43.2M | ||
| Q4 24 | $56.3M | $41.5M | ||
| Q3 24 | $77.3M | $53.5M | ||
| Q2 24 | $23.0M | $49.3M | ||
| Q1 24 | $49.9M | $51.2M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 3.92× | ||
| Q3 25 | 2.01× | 1.71× | ||
| Q2 25 | 0.66× | 2.47× | ||
| Q1 25 | 0.87× | 2.61× | ||
| Q4 24 | 1.87× | 1.81× | ||
| Q3 24 | 2.11× | 1.39× | ||
| Q2 24 | 0.69× | 2.38× | ||
| Q1 24 | 2.11× | 4.38× |
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% |
HTO
| Water Utility Services | $191.0M | 96% |
| Other | $8.4M | 4% |
