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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Mistras Group, Inc. (MG). 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 $181.5M, roughly 1.4× Mistras Group, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 2.1%, a 11.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 5.1%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $26.0M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -0.8%).
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.
Mistras Group, Inc. is a global provider of asset integrity and protection solutions, offering non-destructive testing, inspection, real-time monitoring, and engineering consulting services. Its key client segments include oil and gas, aerospace, power generation, and manufacturing industries, with operations spanning North America, Europe, and Asia-Pacific, helping clients enhance operational safety, extend asset lifespans, and minimize unplanned downtime.
ALRM vs MG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $181.5M |
| Net Profit | $34.6M | $3.8M |
| Gross Margin | 66.0% | 28.4% |
| Operating Margin | 13.4% | 7.0% |
| Net Margin | 13.2% | 2.1% |
| Revenue YoY | 8.0% | 5.1% |
| Net Profit YoY | 14.8% | -27.4% |
| EPS (diluted) | $0.66 | $0.12 |
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 | $181.5M | ||
| Q3 25 | $256.4M | $195.5M | ||
| Q2 25 | $254.3M | $185.4M | ||
| Q1 25 | $238.8M | $161.6M | ||
| Q4 24 | $242.2M | $172.7M | ||
| Q3 24 | $240.5M | $182.7M | ||
| Q2 24 | $233.8M | $189.8M | ||
| Q1 24 | $223.3M | $184.4M |
| Q4 25 | $34.6M | $3.8M | ||
| Q3 25 | $35.1M | $13.1M | ||
| Q2 25 | $34.2M | $3.0M | ||
| Q1 25 | $27.7M | $-3.2M | ||
| Q4 24 | $30.1M | $5.2M | ||
| Q3 24 | $36.7M | $6.4M | ||
| Q2 24 | $33.5M | $6.4M | ||
| Q1 24 | $23.6M | $995.0K |
| Q4 25 | 66.0% | 28.4% | ||
| Q3 25 | 65.8% | 29.8% | ||
| Q2 25 | 65.6% | 29.1% | ||
| Q1 25 | 67.2% | 25.3% | ||
| Q4 24 | 65.5% | 26.5% | ||
| Q3 24 | 64.8% | 26.8% | ||
| Q2 24 | 65.2% | 27.1% | ||
| Q1 24 | 65.7% | 25.0% |
| Q4 25 | 13.4% | 7.0% | ||
| Q3 25 | 14.4% | 10.4% | ||
| Q2 25 | 12.6% | 4.5% | ||
| Q1 25 | 12.4% | -0.6% | ||
| Q4 24 | 12.7% | 6.1% | ||
| Q3 24 | 13.8% | 6.5% | ||
| Q2 24 | 11.0% | 6.3% | ||
| Q1 24 | 8.4% | 3.0% |
| Q4 25 | 13.2% | 2.1% | ||
| Q3 25 | 13.7% | 6.7% | ||
| Q2 25 | 13.5% | 1.6% | ||
| Q1 25 | 11.6% | -2.0% | ||
| Q4 24 | 12.4% | 3.0% | ||
| Q3 24 | 15.3% | 3.5% | ||
| Q2 24 | 14.3% | 3.4% | ||
| Q1 24 | 10.6% | 0.5% |
| Q4 25 | $0.66 | $0.12 | ||
| Q3 25 | $0.65 | $0.41 | ||
| Q2 25 | $0.63 | $0.10 | ||
| Q1 25 | $0.52 | $-0.10 | ||
| Q4 24 | $0.56 | $0.17 | ||
| Q3 24 | $0.67 | $0.20 | ||
| Q2 24 | $0.62 | $0.20 | ||
| Q1 24 | $0.44 | $0.03 |
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 | $28.0M |
| Total DebtLower is stronger | — | $178.0M |
| Stockholders' EquityBook value | $848.2M | $235.1M |
| Total Assets | $2.1B | $578.8M |
| Debt / EquityLower = less leverage | — | 0.76× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $28.0M | ||
| Q3 25 | $1.1B | $27.8M | ||
| Q2 25 | $1.0B | $20.0M | ||
| Q1 25 | $1.2B | $18.5M | ||
| Q4 24 | $1.2B | $18.3M | ||
| Q3 24 | $1.2B | $20.4M | ||
| Q2 24 | $1.1B | $17.2M | ||
| Q1 24 | $747.9M | $16.9M |
| Q4 25 | — | $178.0M | ||
| Q3 25 | — | $202.3M | ||
| Q2 25 | — | $189.4M | ||
| Q1 25 | — | $171.9M | ||
| Q4 24 | — | $169.6M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $199.7M | ||
| Q1 24 | — | $198.4M |
| Q4 25 | $848.2M | $235.1M | ||
| Q3 25 | $827.2M | $227.4M | ||
| Q2 25 | $797.3M | $215.8M | ||
| Q1 25 | $759.6M | $198.7M | ||
| Q4 24 | $726.5M | $198.6M | ||
| Q3 24 | $690.3M | $205.2M | ||
| Q2 24 | $645.5M | $193.2M | ||
| Q1 24 | $728.1M | $187.1M |
| Q4 25 | $2.1B | $578.8M | ||
| Q3 25 | $2.1B | $596.3M | ||
| Q2 25 | $2.1B | $571.0M | ||
| Q1 25 | $2.1B | $526.8M | ||
| Q4 24 | $2.0B | $523.0M | ||
| Q3 24 | $2.0B | $551.7M | ||
| Q2 24 | $1.9B | $548.1M | ||
| Q1 24 | $1.5B | $542.1M |
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | 0.92× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.06× |
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 | $32.1M |
| Free Cash FlowOCF − Capex | $35.1M | $26.0M |
| FCF MarginFCF / Revenue | 13.4% | 14.3% |
| Capex IntensityCapex / Revenue | 0.3% | 3.4% |
| Cash ConversionOCF / Net Profit | 1.04× | 8.55× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $8.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $32.1M | ||
| Q3 25 | $70.6M | $4.5M | ||
| Q2 25 | $22.7M | $-9.3M | ||
| Q1 25 | $24.1M | $5.6M | ||
| Q4 24 | $56.3M | $25.7M | ||
| Q3 24 | $77.3M | $19.4M | ||
| Q2 24 | $23.0M | $4.5M | ||
| Q1 24 | $49.9M | $604.0K |
| Q4 25 | $35.1M | $26.0M | ||
| Q3 25 | $65.9M | $-4.1M | ||
| Q2 25 | $18.2M | $-14.7M | ||
| Q1 25 | $17.9M | $1.1M | ||
| Q4 24 | $54.0M | $22.1M | ||
| Q3 24 | $74.5M | $14.6M | ||
| Q2 24 | $21.0M | $-284.0K | ||
| Q1 24 | $46.8M | $-4.2M |
| Q4 25 | 13.4% | 14.3% | ||
| Q3 25 | 25.7% | -2.1% | ||
| Q2 25 | 7.1% | -7.9% | ||
| Q1 25 | 7.5% | 0.7% | ||
| Q4 24 | 22.3% | 12.8% | ||
| Q3 24 | 31.0% | 8.0% | ||
| Q2 24 | 9.0% | -0.1% | ||
| Q1 24 | 21.0% | -2.3% |
| Q4 25 | 0.3% | 3.4% | ||
| Q3 25 | 1.9% | 4.4% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 0.9% | 2.1% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 0.9% | 2.5% | ||
| Q1 24 | 1.4% | 2.6% |
| Q4 25 | 1.04× | 8.55× | ||
| Q3 25 | 2.01× | 0.34× | ||
| Q2 25 | 0.66× | -3.07× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | 4.96× | ||
| Q3 24 | 2.11× | 3.02× | ||
| Q2 24 | 0.69× | 0.71× | ||
| Q1 24 | 2.11× | 0.61× |
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% |
MG
Segment breakdown not available.
