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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Pediatrix Medical Group, Inc. (MD). Click either name above to swap in a different company.
Pediatrix Medical Group, Inc. is the larger business by last-quarter revenue ($493.8M vs $261.7M, roughly 1.9× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 6.8%, a 6.4% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -1.7%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -0.1%).
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.
Pediatrix Medical Group, Inc. is a leading U.S. specialized medical service provider focusing on maternal-fetal care, neonatology, pediatric cardiology and other pediatric subspecialties. It partners with U.S. healthcare facilities to deliver evidence-based care to women, newborns and children.
ALRM vs MD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $493.8M |
| Net Profit | $34.6M | $33.7M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 9.9% |
| Net Margin | 13.2% | 6.8% |
| Revenue YoY | 8.0% | -1.7% |
| Net Profit YoY | 14.8% | 10.5% |
| EPS (diluted) | $0.66 | $0.40 |
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 | $493.8M | ||
| Q3 25 | $256.4M | $492.9M | ||
| Q2 25 | $254.3M | $468.8M | ||
| Q1 25 | $238.8M | $458.4M | ||
| Q4 24 | $242.2M | $502.4M | ||
| Q3 24 | $240.5M | $511.2M | ||
| Q2 24 | $233.8M | $504.3M | ||
| Q1 24 | $223.3M | $495.1M |
| Q4 25 | $34.6M | $33.7M | ||
| Q3 25 | $35.1M | $71.7M | ||
| Q2 25 | $34.2M | $39.3M | ||
| Q1 25 | $27.7M | $20.7M | ||
| Q4 24 | $30.1M | $30.5M | ||
| Q3 24 | $36.7M | $19.4M | ||
| Q2 24 | $33.5M | $-153.0M | ||
| Q1 24 | $23.6M | $4.0M |
| 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% | 9.9% | ||
| Q3 25 | 14.4% | 13.8% | ||
| Q2 25 | 12.6% | 12.8% | ||
| Q1 25 | 12.4% | 7.0% | ||
| Q4 24 | 12.7% | 7.8% | ||
| Q3 24 | 13.8% | 6.6% | ||
| Q2 24 | 11.0% | -31.3% | ||
| Q1 24 | 8.4% | 3.2% |
| Q4 25 | 13.2% | 6.8% | ||
| Q3 25 | 13.7% | 14.5% | ||
| Q2 25 | 13.5% | 8.4% | ||
| Q1 25 | 11.6% | 4.5% | ||
| Q4 24 | 12.4% | 6.1% | ||
| Q3 24 | 15.3% | 3.8% | ||
| Q2 24 | 14.3% | -30.3% | ||
| Q1 24 | 10.6% | 0.8% |
| Q4 25 | $0.66 | $0.40 | ||
| Q3 25 | $0.65 | $0.84 | ||
| Q2 25 | $0.63 | $0.46 | ||
| Q1 25 | $0.52 | $0.24 | ||
| Q4 24 | $0.56 | $0.37 | ||
| Q3 24 | $0.67 | $0.23 | ||
| Q2 24 | $0.62 | $-1.84 | ||
| Q1 24 | $0.44 | $0.05 |
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 | $375.2M |
| Total DebtLower is stronger | — | $570.5M |
| Stockholders' EquityBook value | $848.2M | $865.9M |
| Total Assets | $2.1B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $375.2M | ||
| Q3 25 | $1.1B | $340.1M | ||
| Q2 25 | $1.0B | $224.7M | ||
| Q1 25 | $1.2B | $99.0M | ||
| Q4 24 | $1.2B | $229.9M | ||
| Q3 24 | $1.2B | $103.8M | ||
| Q2 24 | $1.1B | $19.4M | ||
| Q1 24 | $747.9M | $8.0M |
| Q4 25 | — | $570.5M | ||
| Q3 25 | — | $577.2M | ||
| Q2 25 | — | $583.9M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | — | $597.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $865.9M | ||
| Q3 25 | $827.2M | $890.7M | ||
| Q2 25 | $797.3M | $833.8M | ||
| Q1 25 | $759.6M | $789.2M | ||
| Q4 24 | $726.5M | $764.9M | ||
| Q3 24 | $690.3M | $732.5M | ||
| Q2 24 | $645.5M | $706.5M | ||
| Q1 24 | $728.1M | $856.2M |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.5B | $2.2B |
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $114.1M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 3.39× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $114.1M | ||
| Q3 25 | $70.6M | $137.3M | ||
| Q2 25 | $22.7M | $137.2M | ||
| Q1 25 | $24.1M | $-117.5M | ||
| Q4 24 | $56.3M | $133.0M | ||
| Q3 24 | $77.3M | $91.8M | ||
| Q2 24 | $23.0M | $107.0M | ||
| Q1 24 | $49.9M | $-125.2M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 3.39× | ||
| Q3 25 | 2.01× | 1.91× | ||
| Q2 25 | 0.66× | 3.49× | ||
| Q1 25 | 0.87× | -5.66× | ||
| Q4 24 | 1.87× | 4.36× | ||
| Q3 24 | 2.11× | 4.72× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
