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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and loanDepot, Inc. (LDI). Click either name above to swap in a different company.
loanDepot, Inc. is the larger business by last-quarter revenue ($310.3M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -7.2%, a 20.5% gap on every dollar of revenue. On growth, loanDepot, Inc. posted the faster year-over-year revenue change (20.5% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-648.0M). Over the past eight quarters, loanDepot, Inc.'s revenue compounded faster (18.0% 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.
LoanDepot, sometimes stylized as loanDepot, is an Irvine, California-based nonbank holding company which sells mortgage and non-mortgage lending products.
ALRM vs LDI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $310.3M |
| Net Profit | $34.6M | $-22.5M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -10.3% |
| Net Margin | 13.2% | -7.2% |
| Revenue YoY | 8.0% | 20.5% |
| Net Profit YoY | 14.8% | 32.4% |
| EPS (diluted) | $0.66 | — |
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 | $310.3M | ||
| Q3 25 | $256.4M | $323.3M | ||
| Q2 25 | $254.3M | $282.5M | ||
| Q1 25 | $238.8M | $273.6M | ||
| Q4 24 | $242.2M | $257.5M | ||
| Q3 24 | $240.5M | $314.6M | ||
| Q2 24 | $233.8M | $265.4M | ||
| Q1 24 | $223.3M | $222.8M |
| Q4 25 | $34.6M | $-22.5M | ||
| Q3 25 | $35.1M | $-4.9M | ||
| Q2 25 | $34.2M | $-13.4M | ||
| Q1 25 | $27.7M | $-21.9M | ||
| Q4 24 | $30.1M | $-33.2M | ||
| Q3 24 | $36.7M | $1.4M | ||
| Q2 24 | $33.5M | $-32.2M | ||
| Q1 24 | $23.6M | $-34.3M |
| 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% | -10.3% | ||
| Q3 25 | 14.4% | -3.2% | ||
| Q2 25 | 12.6% | -11.4% | ||
| Q1 25 | 12.4% | -16.8% | ||
| Q4 24 | 12.7% | -32.7% | ||
| Q3 24 | 13.8% | 1.1% | ||
| Q2 24 | 11.0% | -29.1% | ||
| Q1 24 | 8.4% | -38.2% |
| Q4 25 | 13.2% | -7.2% | ||
| Q3 25 | 13.7% | -1.5% | ||
| Q2 25 | 13.5% | -4.7% | ||
| Q1 25 | 11.6% | -8.0% | ||
| Q4 24 | 12.4% | -12.9% | ||
| Q3 24 | 15.3% | 0.4% | ||
| Q2 24 | 14.3% | -12.1% | ||
| Q1 24 | 10.6% | -15.4% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | $0.01 | ||
| Q2 24 | $0.62 | $-0.18 | ||
| Q1 24 | $0.44 | $-0.19 |
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 | $337.2M |
| Total DebtLower is stronger | — | $2.1B |
| Stockholders' EquityBook value | $848.2M | $386.0M |
| Total Assets | $2.1B | $6.9B |
| Debt / EquityLower = less leverage | — | 5.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $337.2M | ||
| Q3 25 | $1.1B | $459.2M | ||
| Q2 25 | $1.0B | $408.6M | ||
| Q1 25 | $1.2B | $371.5M | ||
| Q4 24 | $1.2B | $421.6M | ||
| Q3 24 | $1.2B | $483.0M | ||
| Q2 24 | $1.1B | $533.2M | ||
| Q1 24 | $747.9M | $603.7M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.3B |
| Q4 25 | $848.2M | $386.0M | ||
| Q3 25 | $827.2M | $433.3M | ||
| Q2 25 | $797.3M | $439.1M | ||
| Q1 25 | $759.6M | $469.3M | ||
| Q4 24 | $726.5M | $506.6M | ||
| Q3 24 | $690.3M | $592.0M | ||
| Q2 24 | $645.5M | $578.9M | ||
| Q1 24 | $728.1M | $637.3M |
| Q4 25 | $2.1B | $6.9B | ||
| Q3 25 | $2.1B | $6.2B | ||
| Q2 25 | $2.1B | $6.2B | ||
| Q1 25 | $2.1B | $6.4B | ||
| Q4 24 | $2.0B | $6.3B | ||
| Q3 24 | $2.0B | $6.4B | ||
| Q2 24 | $1.9B | $5.9B | ||
| Q1 24 | $1.5B | $6.2B |
| Q4 25 | — | 5.44× | ||
| Q3 25 | — | 4.83× | ||
| Q2 25 | — | 4.70× | ||
| Q1 25 | — | 4.30× | ||
| Q4 24 | — | 4.00× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | — | 3.41× | ||
| Q1 24 | — | 3.63× |
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 | $-638.7M |
| Free Cash FlowOCF − Capex | $35.1M | $-648.0M |
| FCF MarginFCF / Revenue | 13.4% | -208.9% |
| Capex IntensityCapex / Revenue | 0.3% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-734.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-638.7M | ||
| Q3 25 | $70.6M | $43.4M | ||
| Q2 25 | $22.7M | $67.6M | ||
| Q1 25 | $24.1M | $-179.9M | ||
| Q4 24 | $56.3M | $47.7M | ||
| Q3 24 | $77.3M | $-349.2M | ||
| Q2 24 | $23.0M | $-278.3M | ||
| Q1 24 | $49.9M | $-278.5M |
| Q4 25 | $35.1M | $-648.0M | ||
| Q3 25 | $65.9M | $38.7M | ||
| Q2 25 | $18.2M | $61.4M | ||
| Q1 25 | $17.9M | $-186.7M | ||
| Q4 24 | $54.0M | $40.8M | ||
| Q3 24 | $74.5M | $-356.4M | ||
| Q2 24 | $21.0M | $-285.7M | ||
| Q1 24 | $46.8M | $-283.3M |
| Q4 25 | 13.4% | -208.9% | ||
| Q3 25 | 25.7% | 12.0% | ||
| Q2 25 | 7.1% | 21.7% | ||
| Q1 25 | 7.5% | -68.2% | ||
| Q4 24 | 22.3% | 15.8% | ||
| Q3 24 | 31.0% | -113.3% | ||
| Q2 24 | 9.0% | -107.7% | ||
| Q1 24 | 21.0% | -127.2% |
| Q4 25 | 0.3% | 3.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 2.6% | 2.5% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 1.2% | 2.3% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.4% | 2.1% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | -255.05× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | — |
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% |
LDI
Segment breakdown not available.
