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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Lovesac Co (LOVE). 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 $150.2M, roughly 1.7× Lovesac Co). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -7.0%, a 20.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 0.2%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-10.2M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -22.6%).
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.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
ALRM vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $150.2M |
| Net Profit | $34.6M | $-10.6M |
| Gross Margin | 66.0% | 56.1% |
| Operating Margin | 13.4% | -10.5% |
| Net Margin | 13.2% | -7.0% |
| Revenue YoY | 8.0% | 0.2% |
| Net Profit YoY | 14.8% | -114.0% |
| EPS (diluted) | $0.66 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $256.4M | $160.5M | ||
| Q2 25 | $254.3M | $138.4M | ||
| Q1 25 | $238.8M | $241.5M | ||
| Q4 24 | $242.2M | $149.9M | ||
| Q3 24 | $240.5M | $156.6M | ||
| Q2 24 | $233.8M | $132.6M | ||
| Q1 24 | $223.3M | $250.5M |
| Q4 25 | $34.6M | $-10.6M | ||
| Q3 25 | $35.1M | $-6.7M | ||
| Q2 25 | $34.2M | $-10.8M | ||
| Q1 25 | $27.7M | $35.3M | ||
| Q4 24 | $30.1M | $-4.9M | ||
| Q3 24 | $36.7M | $-5.9M | ||
| Q2 24 | $33.5M | $-13.0M | ||
| Q1 24 | $23.6M | $31.0M |
| Q4 25 | 66.0% | 56.1% | ||
| Q3 25 | 65.8% | 56.4% | ||
| Q2 25 | 65.6% | 53.7% | ||
| Q1 25 | 67.2% | 60.4% | ||
| Q4 24 | 65.5% | 58.5% | ||
| Q3 24 | 64.8% | 59.0% | ||
| Q2 24 | 65.2% | 54.3% | ||
| Q1 24 | 65.7% | 59.7% |
| Q4 25 | 13.4% | -10.5% | ||
| Q3 25 | 14.4% | -5.5% | ||
| Q2 25 | 12.6% | -10.8% | ||
| Q1 25 | 12.4% | 19.7% | ||
| Q4 24 | 12.7% | -5.2% | ||
| Q3 24 | 13.8% | -5.3% | ||
| Q2 24 | 11.0% | -13.5% | ||
| Q1 24 | 8.4% | 16.1% |
| Q4 25 | 13.2% | -7.0% | ||
| Q3 25 | 13.7% | -4.1% | ||
| Q2 25 | 13.5% | -7.8% | ||
| Q1 25 | 11.6% | 14.6% | ||
| Q4 24 | 12.4% | -3.3% | ||
| Q3 24 | 15.3% | -3.7% | ||
| Q2 24 | 14.3% | -9.8% | ||
| Q1 24 | 10.6% | 12.4% |
| Q4 25 | $0.66 | $-0.72 | ||
| Q3 25 | $0.65 | $-0.45 | ||
| Q2 25 | $0.63 | $-0.73 | ||
| Q1 25 | $0.52 | $2.22 | ||
| Q4 24 | $0.56 | $-0.32 | ||
| Q3 24 | $0.67 | $-0.38 | ||
| Q2 24 | $0.62 | $-0.83 | ||
| Q1 24 | $0.44 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $189.3M |
| Total Assets | $2.1B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $23.7M | ||
| Q3 25 | $1.1B | $34.2M | ||
| Q2 25 | $1.0B | $26.9M | ||
| Q1 25 | $1.2B | $83.7M | ||
| Q4 24 | $1.2B | $61.7M | ||
| Q3 24 | $1.2B | $72.1M | ||
| Q2 24 | $1.1B | $72.4M | ||
| Q1 24 | $747.9M | $87.0M |
| Q4 25 | $848.2M | $189.3M | ||
| Q3 25 | $827.2M | $197.5M | ||
| Q2 25 | $797.3M | $201.2M | ||
| Q1 25 | $759.6M | $216.4M | ||
| Q4 24 | $726.5M | $196.5M | ||
| Q3 24 | $690.3M | $202.1M | ||
| Q2 24 | $645.5M | $205.3M | ||
| Q1 24 | $728.1M | $217.5M |
| Q4 25 | $2.1B | $495.5M | ||
| Q3 25 | $2.1B | $493.7M | ||
| Q2 25 | $2.1B | $483.7M | ||
| Q1 25 | $2.1B | $532.3M | ||
| Q4 24 | $2.0B | $499.7M | ||
| Q3 24 | $2.0B | $481.1M | ||
| Q2 24 | $1.9B | $477.2M | ||
| Q1 24 | $1.5B | $482.2M |
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 | $-4.9M |
| Free Cash FlowOCF − Capex | $35.1M | $-10.2M |
| FCF MarginFCF / Revenue | 13.4% | -6.8% |
| Capex IntensityCapex / Revenue | 0.3% | 3.5% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-4.9M | ||
| Q3 25 | $70.6M | $12.2M | ||
| Q2 25 | $22.7M | $-41.4M | ||
| Q1 25 | $24.1M | $44.0M | ||
| Q4 24 | $56.3M | $-4.2M | ||
| Q3 24 | $77.3M | $6.2M | ||
| Q2 24 | $23.0M | $-7.0M | ||
| Q1 24 | $49.9M | $56.3M |
| Q4 25 | $35.1M | $-10.2M | ||
| Q3 25 | $65.9M | $7.8M | ||
| Q2 25 | $18.2M | $-50.0M | ||
| Q1 25 | $17.9M | $38.7M | ||
| Q4 24 | $54.0M | $-6.6M | ||
| Q3 24 | $74.5M | $119.0K | ||
| Q2 24 | $21.0M | $-14.3M | ||
| Q1 24 | $46.8M | $49.5M |
| Q4 25 | 13.4% | -6.8% | ||
| Q3 25 | 25.7% | 4.9% | ||
| Q2 25 | 7.1% | -36.1% | ||
| Q1 25 | 7.5% | 16.0% | ||
| Q4 24 | 22.3% | -4.4% | ||
| Q3 24 | 31.0% | 0.1% | ||
| Q2 24 | 9.0% | -10.8% | ||
| Q1 24 | 21.0% | 19.8% |
| Q4 25 | 0.3% | 3.5% | ||
| Q3 25 | 1.9% | 2.7% | ||
| Q2 25 | 1.8% | 6.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 1.2% | 3.9% | ||
| Q2 24 | 0.9% | 5.5% | ||
| Q1 24 | 1.4% | 2.7% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 1.25× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
