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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and KFORCE INC (KFRC). Click either name above to swap in a different company.
KFORCE INC is the larger business by last-quarter revenue ($330.4M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 2.4%, a 10.8% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 0.1%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-7.4M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -3.7%).
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.
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
ALRM vs KFRC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $330.4M |
| Net Profit | $34.6M | $7.9M |
| Gross Margin | 66.0% | 27.3% |
| Operating Margin | 13.4% | 3.6% |
| Net Margin | 13.2% | 2.4% |
| Revenue YoY | 8.0% | 0.1% |
| Net Profit YoY | 14.8% | -2.7% |
| EPS (diluted) | $0.66 | $0.46 |
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.
| Q1 26 | — | $330.4M | ||
| Q4 25 | $261.7M | $332.0M | ||
| Q3 25 | $256.4M | $332.6M | ||
| Q2 25 | $254.3M | $334.3M | ||
| Q1 25 | $238.8M | $330.0M | ||
| Q4 24 | $242.2M | $343.8M | ||
| Q3 24 | $240.5M | $353.3M | ||
| Q2 24 | $233.8M | $356.3M |
| Q1 26 | — | $7.9M | ||
| Q4 25 | $34.6M | $5.2M | ||
| Q3 25 | $35.1M | $11.1M | ||
| Q2 25 | $34.2M | $10.4M | ||
| Q1 25 | $27.7M | $8.1M | ||
| Q4 24 | $30.1M | $11.1M | ||
| Q3 24 | $36.7M | $14.2M | ||
| Q2 24 | $33.5M | $14.2M |
| Q1 26 | — | 27.3% | ||
| Q4 25 | 66.0% | 27.2% | ||
| Q3 25 | 65.8% | 27.7% | ||
| Q2 25 | 65.6% | 27.1% | ||
| Q1 25 | 67.2% | 26.7% | ||
| Q4 24 | 65.5% | 27.0% | ||
| Q3 24 | 64.8% | 27.9% | ||
| Q2 24 | 65.2% | 27.8% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 13.4% | 2.6% | ||
| Q3 25 | 14.4% | 4.5% | ||
| Q2 25 | 12.6% | 4.5% | ||
| Q1 25 | 12.4% | 3.5% | ||
| Q4 24 | 12.7% | 4.5% | ||
| Q3 24 | 13.8% | 5.3% | ||
| Q2 24 | 11.0% | 5.5% |
| Q1 26 | — | 2.4% | ||
| Q4 25 | 13.2% | 1.6% | ||
| Q3 25 | 13.7% | 3.3% | ||
| Q2 25 | 13.5% | 3.1% | ||
| Q1 25 | 11.6% | 2.5% | ||
| Q4 24 | 12.4% | 3.2% | ||
| Q3 24 | 15.3% | 4.0% | ||
| Q2 24 | 14.3% | 4.0% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.66 | $0.29 | ||
| Q3 25 | $0.65 | $0.63 | ||
| Q2 25 | $0.63 | $0.59 | ||
| Q1 25 | $0.52 | $0.45 | ||
| Q4 24 | $0.56 | $0.60 | ||
| Q3 24 | $0.67 | $0.75 | ||
| Q2 24 | $0.62 | $0.75 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $117.4M |
| Total Assets | $2.1B | $384.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $960.6M | $2.1M | ||
| Q3 25 | $1.1B | $1.3M | ||
| Q2 25 | $1.0B | $2.5M | ||
| Q1 25 | $1.2B | $444.0K | ||
| Q4 24 | $1.2B | $349.0K | ||
| Q3 24 | $1.2B | $127.0K | ||
| Q2 24 | $1.1B | $110.0K |
| Q1 26 | — | $117.4M | ||
| Q4 25 | $848.2M | $124.6M | ||
| Q3 25 | $827.2M | $132.1M | ||
| Q2 25 | $797.3M | $134.4M | ||
| Q1 25 | $759.6M | $138.0M | ||
| Q4 24 | $726.5M | $154.6M | ||
| Q3 24 | $690.3M | $167.4M | ||
| Q2 24 | $645.5M | $166.6M |
| Q1 26 | — | $384.8M | ||
| Q4 25 | $2.1B | $365.6M | ||
| Q3 25 | $2.1B | $374.2M | ||
| Q2 25 | $2.1B | $373.6M | ||
| Q1 25 | $2.1B | $368.2M | ||
| Q4 24 | $2.0B | $357.8M | ||
| Q3 24 | $2.0B | $369.9M | ||
| Q2 24 | $1.9B | $362.7M |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | $-7.4M |
| FCF MarginFCF / Revenue | 13.4% | -2.2% |
| Capex IntensityCapex / Revenue | 0.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $43.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $19.7M | ||
| Q3 25 | $70.6M | $23.3M | ||
| Q2 25 | $22.7M | $18.4M | ||
| Q1 25 | $24.1M | $249.0K | ||
| Q4 24 | $56.3M | $21.8M | ||
| Q3 24 | $77.3M | $31.0M | ||
| Q2 24 | $23.0M | $20.9M |
| Q1 26 | — | $-7.4M | ||
| Q4 25 | $35.1M | $16.7M | ||
| Q3 25 | $65.9M | $19.8M | ||
| Q2 25 | $18.2M | $14.2M | ||
| Q1 25 | $17.9M | $-3.9M | ||
| Q4 24 | $54.0M | $20.9M | ||
| Q3 24 | $74.5M | $27.5M | ||
| Q2 24 | $21.0M | $17.8M |
| Q1 26 | — | -2.2% | ||
| Q4 25 | 13.4% | 5.0% | ||
| Q3 25 | 25.7% | 6.0% | ||
| Q2 25 | 7.1% | 4.3% | ||
| Q1 25 | 7.5% | -1.2% | ||
| Q4 24 | 22.3% | 6.1% | ||
| Q3 24 | 31.0% | 7.8% | ||
| Q2 24 | 9.0% | 5.0% |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 0.3% | 0.9% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 2.6% | 1.3% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 1.2% | 1.0% | ||
| Q2 24 | 0.9% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 3.82× | ||
| Q3 25 | 2.01× | 2.11× | ||
| Q2 25 | 0.66× | 1.76× | ||
| Q1 25 | 0.87× | 0.03× | ||
| Q4 24 | 1.87× | 1.97× | ||
| Q3 24 | 2.11× | 2.18× | ||
| Q2 24 | 0.69× | 1.48× |
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% |
KFRC
Segment breakdown not available.
