vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and LifeStance Health Group, Inc. (LFST). Click either name above to swap in a different company.
LifeStance Health Group, Inc. is the larger business by last-quarter revenue ($382.2M vs $261.7M, roughly 1.5× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.1%, a 10.2% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 8.0%). LifeStance Health Group, Inc. produced more free cash flow last quarter ($46.6M vs $35.1M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% 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.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
ALRM vs LFST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $382.2M |
| Net Profit | $34.6M | $11.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 4.7% |
| Net Margin | 13.2% | 3.1% |
| Revenue YoY | 8.0% | 17.4% |
| Net Profit YoY | 14.8% | 264.1% |
| 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 | $382.2M | ||
| Q3 25 | $256.4M | $363.8M | ||
| Q2 25 | $254.3M | $345.3M | ||
| Q1 25 | $238.8M | $333.0M | ||
| Q4 24 | $242.2M | $325.5M | ||
| Q3 24 | $240.5M | $312.7M | ||
| Q2 24 | $233.8M | $312.3M | ||
| Q1 24 | $223.3M | $300.4M |
| Q4 25 | $34.6M | $11.7M | ||
| Q3 25 | $35.1M | $1.1M | ||
| Q2 25 | $34.2M | $-3.8M | ||
| Q1 25 | $27.7M | $709.0K | ||
| Q4 24 | $30.1M | $-7.1M | ||
| Q3 24 | $36.7M | $-6.0M | ||
| Q2 24 | $33.5M | $-23.3M | ||
| Q1 24 | $23.6M | $-21.1M |
| 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% | 4.7% | ||
| Q3 25 | 14.4% | 2.0% | ||
| Q2 25 | 12.6% | -0.9% | ||
| Q1 25 | 12.4% | 0.5% | ||
| Q4 24 | 12.7% | 0.3% | ||
| Q3 24 | 13.8% | 0.0% | ||
| Q2 24 | 11.0% | -5.1% | ||
| Q1 24 | 8.4% | -5.6% |
| Q4 25 | 13.2% | 3.1% | ||
| Q3 25 | 13.7% | 0.3% | ||
| Q2 25 | 13.5% | -1.1% | ||
| Q1 25 | 11.6% | 0.2% | ||
| Q4 24 | 12.4% | -2.2% | ||
| Q3 24 | 15.3% | -1.9% | ||
| Q2 24 | 14.3% | -7.5% | ||
| Q1 24 | 10.6% | -7.0% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.62 | — | ||
| Q1 24 | $0.44 | — |
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 | $248.6M |
| Total DebtLower is stronger | — | $282.8M |
| Stockholders' EquityBook value | $848.2M | $1.5B |
| Total Assets | $2.1B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $248.6M | ||
| Q3 25 | $1.1B | $203.9M | ||
| Q2 25 | $1.0B | $188.9M | ||
| Q1 25 | $1.2B | $134.3M | ||
| Q4 24 | $1.2B | $154.6M | ||
| Q3 24 | $1.2B | $102.6M | ||
| Q2 24 | $1.1B | $87.0M | ||
| Q1 24 | $747.9M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $848.2M | $1.5B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.5B | ||
| Q1 25 | $759.6M | $1.5B | ||
| Q4 24 | $726.5M | $1.4B | ||
| Q3 24 | $690.3M | $1.4B | ||
| Q2 24 | $645.5M | $1.4B | ||
| Q1 24 | $728.1M | $1.4B |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.1B | ||
| Q1 24 | $1.5B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| Free Cash FlowOCF − Capex | $35.1M | $46.6M |
| FCF MarginFCF / Revenue | 13.4% | 12.2% |
| Capex IntensityCapex / Revenue | 0.3% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $57.6M | ||
| Q3 25 | $70.6M | $27.3M | ||
| Q2 25 | $22.7M | $64.4M | ||
| Q1 25 | $24.1M | $-3.1M | ||
| Q4 24 | $56.3M | $62.3M | ||
| Q3 24 | $77.3M | $22.7M | ||
| Q2 24 | $23.0M | $44.1M | ||
| Q1 24 | $49.9M | $-21.8M |
| Q4 25 | $35.1M | $46.6M | ||
| Q3 25 | $65.9M | $17.0M | ||
| Q2 25 | $18.2M | $56.6M | ||
| Q1 25 | $17.9M | $-10.3M | ||
| Q4 24 | $54.0M | $56.0M | ||
| Q3 24 | $74.5M | $17.7M | ||
| Q2 24 | $21.0M | $39.0M | ||
| Q1 24 | $46.8M | $-26.9M |
| Q4 25 | 13.4% | 12.2% | ||
| Q3 25 | 25.7% | 4.7% | ||
| Q2 25 | 7.1% | 16.4% | ||
| Q1 25 | 7.5% | -3.1% | ||
| Q4 24 | 22.3% | 17.2% | ||
| Q3 24 | 31.0% | 5.7% | ||
| Q2 24 | 9.0% | 12.5% | ||
| Q1 24 | 21.0% | -9.0% |
| Q4 25 | 0.3% | 2.9% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 0.9% | 1.6% | ||
| Q1 24 | 1.4% | 1.7% |
| Q4 25 | 1.04× | 4.93× | ||
| Q3 25 | 2.01× | 25.34× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | -4.36× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| 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% |
LFST
Segment breakdown not available.
