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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and LendingClub Corp (LC). 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 $252.3M, roughly 1.0× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 13.2%, a 7.2% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 8.0%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% 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.
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
ALRM vs LC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $252.3M |
| Net Profit | $34.6M | $51.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 20.5% |
| Revenue YoY | 8.0% | 15.9% |
| Net Profit YoY | 14.8% | 341.0% |
| EPS (diluted) | $0.66 | $0.44 |
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 | — | $252.3M | ||
| Q4 25 | $261.7M | $266.5M | ||
| Q3 25 | $256.4M | $266.2M | ||
| Q2 25 | $254.3M | $248.4M | ||
| Q1 25 | $238.8M | $217.7M | ||
| Q4 24 | $242.2M | $217.2M | ||
| Q3 24 | $240.5M | $201.9M | ||
| Q2 24 | $233.8M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $44.3M | ||
| Q2 25 | $34.2M | $38.2M | ||
| Q1 25 | $27.7M | $11.7M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $14.5M | ||
| Q2 24 | $33.5M | $14.9M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 13.4% | 18.8% | ||
| Q3 25 | 14.4% | 21.5% | ||
| Q2 25 | 12.6% | 21.7% | ||
| Q1 25 | 12.4% | 7.2% | ||
| Q4 24 | 12.7% | 5.1% | ||
| Q3 24 | 13.8% | 8.9% | ||
| Q2 24 | 11.0% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | 16.6% | ||
| Q2 25 | 13.5% | 15.4% | ||
| Q1 25 | 11.6% | 5.4% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 7.2% | ||
| Q2 24 | 14.3% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | $0.66 | $0.36 | ||
| Q3 25 | $0.65 | $0.37 | ||
| Q2 25 | $0.63 | $0.33 | ||
| Q1 25 | $0.52 | $0.10 | ||
| Q4 24 | $0.56 | $0.08 | ||
| Q3 24 | $0.67 | $0.13 | ||
| Q2 24 | $0.62 | $0.13 |
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 | — | — |
| Stockholders' EquityBook value | $848.2M | $1.5B |
| Total Assets | $2.1B | $11.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $848.2M | $1.5B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.4B | ||
| Q1 25 | $759.6M | $1.4B | ||
| Q4 24 | $726.5M | $1.3B | ||
| Q3 24 | $690.3M | $1.3B | ||
| Q2 24 | $645.5M | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $2.1B | $11.1B | ||
| Q2 25 | $2.1B | $10.8B | ||
| Q1 25 | $2.1B | $10.5B | ||
| Q4 24 | $2.0B | $10.6B | ||
| Q3 24 | $2.0B | $11.0B | ||
| Q2 24 | $1.9B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $-2.7B | ||
| Q3 25 | $70.6M | $-770.8M | ||
| Q2 25 | $22.7M | $-713.1M | ||
| Q1 25 | $24.1M | $-339.3M | ||
| Q4 24 | $56.3M | $-2.6B | ||
| Q3 24 | $77.3M | $-669.8M | ||
| Q2 24 | $23.0M | $-932.5M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $-2.9B | ||
| Q3 25 | $65.9M | $-791.8M | ||
| Q2 25 | $18.2M | $-803.8M | ||
| Q1 25 | $17.9M | $-352.3M | ||
| Q4 24 | $54.0M | $-2.7B | ||
| Q3 24 | $74.5M | $-682.3M | ||
| Q2 24 | $21.0M | $-945.3M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -1076.0% | ||
| Q3 25 | 25.7% | -297.4% | ||
| Q2 25 | 7.1% | -323.5% | ||
| Q1 25 | 7.5% | -161.8% | ||
| Q4 24 | 22.3% | -1237.8% | ||
| Q3 24 | 31.0% | -338.0% | ||
| Q2 24 | 9.0% | -504.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 52.7% | ||
| Q3 25 | 1.9% | 7.9% | ||
| Q2 25 | 1.8% | 36.5% | ||
| Q1 25 | 2.6% | 6.0% | ||
| Q4 24 | 0.9% | 25.0% | ||
| Q3 24 | 1.2% | 6.2% | ||
| Q2 24 | 0.9% | 6.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | -17.41× | ||
| Q2 25 | 0.66× | -18.68× | ||
| Q1 25 | 0.87× | -29.07× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | -46.33× | ||
| Q2 24 | 0.69× | -62.57× |
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% |
LC
Segment breakdown not available.
