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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Grand Canyon Education, Inc. (LOPE). Click either name above to swap in a different company.
Grand Canyon Education, Inc. is the larger business by last-quarter revenue ($308.1M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Grand Canyon Education, Inc. runs the higher net margin — 28.1% vs 13.2%, a 14.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 5.3%). Grand Canyon Education, Inc. produced more free cash flow last quarter ($122.9M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.9%).
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.
Grand Canyon Education, Inc. (GCE) is an American for-profit corporation that provides services to universities, specializing in program development, online education, and operational support. Formerly affiliated with Grand Canyon University (GCU), a Christian university in Arizona, GCE became a separate publicly traded company in 2008.
ALRM vs LOPE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $308.1M |
| Net Profit | $34.6M | $86.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 35.1% |
| Net Margin | 13.2% | 28.1% |
| Revenue YoY | 8.0% | 5.3% |
| Net Profit YoY | 14.8% | 5.9% |
| EPS (diluted) | $0.66 | $3.13 |
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 | $308.1M | ||
| Q3 25 | $256.4M | $261.1M | ||
| Q2 25 | $254.3M | $247.5M | ||
| Q1 25 | $238.8M | $289.3M | ||
| Q4 24 | $242.2M | $292.6M | ||
| Q3 24 | $240.5M | $238.3M | ||
| Q2 24 | $233.8M | $227.5M | ||
| Q1 24 | $223.3M | $274.7M |
| Q4 25 | $34.6M | $86.7M | ||
| Q3 25 | $35.1M | $16.3M | ||
| Q2 25 | $34.2M | $41.5M | ||
| Q1 25 | $27.7M | $71.6M | ||
| Q4 24 | $30.1M | $81.9M | ||
| Q3 24 | $36.7M | $41.5M | ||
| Q2 24 | $33.5M | $34.9M | ||
| Q1 24 | $23.6M | $68.0M |
| 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% | 35.1% | ||
| Q3 25 | 14.4% | 6.9% | ||
| Q2 25 | 12.6% | 20.9% | ||
| Q1 25 | 12.4% | 30.4% | ||
| Q4 24 | 12.7% | 34.2% | ||
| Q3 24 | 13.8% | 20.2% | ||
| Q2 24 | 11.0% | 18.8% | ||
| Q1 24 | 8.4% | 30.8% |
| Q4 25 | 13.2% | 28.1% | ||
| Q3 25 | 13.7% | 6.2% | ||
| Q2 25 | 13.5% | 16.8% | ||
| Q1 25 | 11.6% | 24.8% | ||
| Q4 24 | 12.4% | 28.0% | ||
| Q3 24 | 15.3% | 17.4% | ||
| Q2 24 | 14.3% | 15.3% | ||
| Q1 24 | 10.6% | 24.8% |
| Q4 25 | $0.66 | $3.13 | ||
| Q3 25 | $0.65 | $0.58 | ||
| Q2 25 | $0.63 | $1.48 | ||
| Q1 25 | $0.52 | $2.52 | ||
| Q4 24 | $0.56 | $2.83 | ||
| Q3 24 | $0.67 | $1.42 | ||
| Q2 24 | $0.62 | $1.19 | ||
| Q1 24 | $0.44 | $2.29 |
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 | $111.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $746.9M |
| Total Assets | $2.1B | $992.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $111.8M | ||
| Q3 25 | $1.1B | $97.3M | ||
| Q2 25 | $1.0B | $192.3M | ||
| Q1 25 | $1.2B | $144.5M | ||
| Q4 24 | $1.2B | $324.6M | ||
| Q3 24 | $1.2B | $263.6M | ||
| Q2 24 | $1.1B | $241.3M | ||
| Q1 24 | $747.9M | $196.2M |
| Q4 25 | $848.2M | $746.9M | ||
| Q3 25 | $827.2M | $758.0M | ||
| Q2 25 | $797.3M | $778.0M | ||
| Q1 25 | $759.6M | $780.7M | ||
| Q4 24 | $726.5M | $783.9M | ||
| Q3 24 | $690.3M | $764.1M | ||
| Q2 24 | $645.5M | $759.2M | ||
| Q1 24 | $728.1M | $759.4M |
| Q4 25 | $2.1B | $992.3M | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $992.9M | ||
| Q2 24 | $1.9B | $992.7M | ||
| Q1 24 | $1.5B | $1.0B |
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 | $130.5M |
| Free Cash FlowOCF − Capex | $35.1M | $122.9M |
| FCF MarginFCF / Revenue | 13.4% | 39.9% |
| Capex IntensityCapex / Revenue | 0.3% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.50× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $238.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $130.5M | ||
| Q3 25 | $70.6M | $-48.6M | ||
| Q2 25 | $22.7M | $124.0M | ||
| Q1 25 | $24.1M | $67.6M | ||
| Q4 24 | $56.3M | $135.8M | ||
| Q3 24 | $77.3M | $-29.4M | ||
| Q2 24 | $23.0M | $98.6M | ||
| Q1 24 | $49.9M | $85.0M |
| Q4 25 | $35.1M | $122.9M | ||
| Q3 25 | $65.9M | $-58.3M | ||
| Q2 25 | $18.2M | $115.4M | ||
| Q1 25 | $17.9M | $58.7M | ||
| Q4 24 | $54.0M | $126.1M | ||
| Q3 24 | $74.5M | $-39.0M | ||
| Q2 24 | $21.0M | $89.6M | ||
| Q1 24 | $46.8M | $76.0M |
| Q4 25 | 13.4% | 39.9% | ||
| Q3 25 | 25.7% | -22.3% | ||
| Q2 25 | 7.1% | 46.6% | ||
| Q1 25 | 7.5% | 20.3% | ||
| Q4 24 | 22.3% | 43.1% | ||
| Q3 24 | 31.0% | -16.3% | ||
| Q2 24 | 9.0% | 39.4% | ||
| Q1 24 | 21.0% | 27.7% |
| Q4 25 | 0.3% | 2.5% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 1.8% | 3.5% | ||
| Q1 25 | 2.6% | 3.1% | ||
| Q4 24 | 0.9% | 3.3% | ||
| Q3 24 | 1.2% | 4.0% | ||
| Q2 24 | 0.9% | 3.9% | ||
| Q1 24 | 1.4% | 3.3% |
| Q4 25 | 1.04× | 1.50× | ||
| Q3 25 | 2.01× | -2.99× | ||
| Q2 25 | 0.66× | 2.98× | ||
| Q1 25 | 0.87× | 0.94× | ||
| Q4 24 | 1.87× | 1.66× | ||
| Q3 24 | 2.11× | -0.71× | ||
| Q2 24 | 0.69× | 2.83× | ||
| Q1 24 | 2.11× | 1.25× |
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% |
LOPE
Segment breakdown not available.
