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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and MOVADO GROUP INC (MOV). 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 $186.1M, roughly 1.4× MOVADO GROUP INC). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 5.1%, a 8.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.9%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $11.6M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.9%).
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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
ALRM vs MOV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $186.1M |
| Net Profit | $34.6M | $9.6M |
| Gross Margin | 66.0% | 54.3% |
| Operating Margin | 13.4% | 6.3% |
| Net Margin | 13.2% | 5.1% |
| Revenue YoY | 8.0% | 1.9% |
| Net Profit YoY | 14.8% | 89.8% |
| EPS (diluted) | $0.66 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $256.4M | $161.8M | ||
| Q2 25 | $254.3M | $131.8M | ||
| Q1 25 | $238.8M | $181.5M | ||
| Q4 24 | $242.2M | $180.5M | ||
| Q3 24 | $240.5M | $157.0M | ||
| Q2 24 | $233.8M | $134.4M | ||
| Q1 24 | $223.3M | $175.8M |
| Q4 25 | $34.6M | $9.6M | ||
| Q3 25 | $35.1M | $3.0M | ||
| Q2 25 | $34.2M | $1.4M | ||
| Q1 25 | $27.7M | $8.1M | ||
| Q4 24 | $30.1M | $4.8M | ||
| Q3 24 | $36.7M | $3.5M | ||
| Q2 24 | $33.5M | $2.0M | ||
| Q1 24 | $23.6M | $9.8M |
| Q4 25 | 66.0% | 54.3% | ||
| Q3 25 | 65.8% | 54.1% | ||
| Q2 25 | 65.6% | 54.1% | ||
| Q1 25 | 67.2% | 54.2% | ||
| Q4 24 | 65.5% | 53.5% | ||
| Q3 24 | 64.8% | 54.3% | ||
| Q2 24 | 65.2% | 54.3% | ||
| Q1 24 | 65.7% | 53.5% |
| Q4 25 | 13.4% | 6.3% | ||
| Q3 25 | 14.4% | 2.5% | ||
| Q2 25 | 12.6% | 0.2% | ||
| Q1 25 | 12.4% | 5.1% | ||
| Q4 24 | 12.7% | 3.3% | ||
| Q3 24 | 13.8% | 1.7% | ||
| Q2 24 | 11.0% | 1.6% | ||
| Q1 24 | 8.4% | 6.1% |
| Q4 25 | 13.2% | 5.1% | ||
| Q3 25 | 13.7% | 1.8% | ||
| Q2 25 | 13.5% | 1.1% | ||
| Q1 25 | 11.6% | 4.4% | ||
| Q4 24 | 12.4% | 2.7% | ||
| Q3 24 | 15.3% | 2.2% | ||
| Q2 24 | 14.3% | 1.5% | ||
| Q1 24 | 10.6% | 5.6% |
| Q4 25 | $0.66 | $0.42 | ||
| Q3 25 | $0.65 | $0.13 | ||
| Q2 25 | $0.63 | $0.06 | ||
| Q1 25 | $0.52 | $0.36 | ||
| Q4 24 | $0.56 | $0.21 | ||
| Q3 24 | $0.67 | $0.15 | ||
| Q2 24 | $0.62 | $0.09 | ||
| Q1 24 | $0.44 | $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 | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $497.5M |
| Total Assets | $2.1B | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $183.9M | ||
| Q3 25 | $1.1B | $180.5M | ||
| Q2 25 | $1.0B | $203.1M | ||
| Q1 25 | $1.2B | $208.5M | ||
| Q4 24 | $1.2B | $181.5M | ||
| Q3 24 | $1.2B | $198.3M | ||
| Q2 24 | $1.1B | $225.4M | ||
| Q1 24 | $747.9M | $262.1M |
| Q4 25 | $848.2M | $497.5M | ||
| Q3 25 | $827.2M | $489.9M | ||
| Q2 25 | $797.3M | $493.2M | ||
| Q1 25 | $759.6M | $481.3M | ||
| Q4 24 | $726.5M | $491.3M | ||
| Q3 24 | $690.3M | $492.0M | ||
| Q2 24 | $645.5M | $489.6M | ||
| Q1 24 | $728.1M | $505.9M |
| Q4 25 | $2.1B | $751.9M | ||
| Q3 25 | $2.1B | $748.7M | ||
| Q2 25 | $2.1B | $747.2M | ||
| Q1 25 | $2.1B | $729.2M | ||
| Q4 24 | $2.0B | $747.2M | ||
| Q3 24 | $2.0B | $742.5M | ||
| Q2 24 | $1.9B | $736.0M | ||
| Q1 24 | $1.5B | $756.5M |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $35.1M | $11.6M |
| FCF MarginFCF / Revenue | 13.4% | 6.2% |
| Capex IntensityCapex / Revenue | 0.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $12.3M | ||
| Q3 25 | $70.6M | $-3.8M | ||
| Q2 25 | $22.7M | $-7.2M | ||
| Q1 25 | $24.1M | $39.1M | ||
| Q4 24 | $56.3M | $-4.7M | ||
| Q3 24 | $77.3M | $-17.8M | ||
| Q2 24 | $23.0M | $-18.1M | ||
| Q1 24 | $49.9M | $69.4M |
| Q4 25 | $35.1M | $11.6M | ||
| Q3 25 | $65.9M | $-5.1M | ||
| Q2 25 | $18.2M | $-8.7M | ||
| Q1 25 | $17.9M | $37.5M | ||
| Q4 24 | $54.0M | $-7.2M | ||
| Q3 24 | $74.5M | $-20.1M | ||
| Q2 24 | $21.0M | $-19.7M | ||
| Q1 24 | $46.8M | $67.8M |
| Q4 25 | 13.4% | 6.2% | ||
| Q3 25 | 25.7% | -3.1% | ||
| Q2 25 | 7.1% | -6.6% | ||
| Q1 25 | 7.5% | 20.7% | ||
| Q4 24 | 22.3% | -4.0% | ||
| Q3 24 | 31.0% | -12.8% | ||
| Q2 24 | 9.0% | -14.7% | ||
| Q1 24 | 21.0% | 38.6% |
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 1.9% | 0.8% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 0.9% | 1.4% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 0.9% | 1.2% | ||
| Q1 24 | 1.4% | 0.9% |
| Q4 25 | 1.04× | 1.28× | ||
| Q3 25 | 2.01× | -1.27× | ||
| Q2 25 | 0.66× | -5.08× | ||
| Q1 25 | 0.87× | 4.86× | ||
| Q4 24 | 1.87× | -0.98× | ||
| Q3 24 | 2.11× | -5.14× | ||
| Q2 24 | 0.69× | -8.97× | ||
| Q1 24 | 2.11× | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
