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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Metallus Inc. (MTUS). Click either name above to swap in a different company.
Metallus Inc. is the larger business by last-quarter revenue ($308.3M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.8%, a 11.5% gap on every dollar of revenue. On growth, Metallus Inc. posted the faster year-over-year revenue change (9.9% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 2.3%).
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.
ALRM vs MTUS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $308.3M |
| Net Profit | $34.6M | $5.4M |
| Gross Margin | 66.0% | 8.1% |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 1.8% |
| Revenue YoY | 8.0% | 9.9% |
| Net Profit YoY | 14.8% | 315.4% |
| EPS (diluted) | $0.66 | $0.13 |
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.
| Q1 26 | — | $308.3M | ||
| Q4 25 | $261.7M | $267.3M | ||
| Q3 25 | $256.4M | $305.9M | ||
| Q2 25 | $254.3M | $304.6M | ||
| Q1 25 | $238.8M | $280.5M | ||
| Q4 24 | $242.2M | $240.5M | ||
| Q3 24 | $240.5M | $227.2M | ||
| Q2 24 | $233.8M | $294.7M |
| Q1 26 | — | $5.4M | ||
| Q4 25 | $34.6M | $-14.3M | ||
| Q3 25 | $35.1M | $8.1M | ||
| Q2 25 | $34.2M | $3.7M | ||
| Q1 25 | $27.7M | $1.3M | ||
| Q4 24 | $30.1M | $-21.4M | ||
| Q3 24 | $36.7M | $-5.9M | ||
| Q2 24 | $33.5M | $4.6M |
| Q1 26 | — | 8.1% | ||
| Q4 25 | 66.0% | 2.2% | ||
| Q3 25 | 65.8% | 11.4% | ||
| Q2 25 | 65.6% | 10.6% | ||
| Q1 25 | 67.2% | 7.8% | ||
| Q4 24 | 65.5% | 4.5% | ||
| Q3 24 | 64.8% | 5.3% | ||
| Q2 24 | 65.2% | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -7.7% | ||
| Q3 25 | 14.4% | 3.6% | ||
| Q2 25 | 12.6% | 2.8% | ||
| Q1 25 | 12.4% | 1.0% | ||
| Q4 24 | 12.7% | -10.1% | ||
| Q3 24 | 13.8% | -3.1% | ||
| Q2 24 | 11.0% | 2.1% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | 13.2% | -5.3% | ||
| Q3 25 | 13.7% | 2.6% | ||
| Q2 25 | 13.5% | 1.2% | ||
| Q1 25 | 11.6% | 0.5% | ||
| Q4 24 | 12.4% | -8.9% | ||
| Q3 24 | 15.3% | -2.6% | ||
| Q2 24 | 14.3% | 1.6% |
| Q1 26 | — | $0.13 | ||
| Q4 25 | $0.66 | $-0.34 | ||
| Q3 25 | $0.65 | $0.19 | ||
| Q2 25 | $0.63 | $0.09 | ||
| Q1 25 | $0.52 | $0.03 | ||
| Q4 24 | $0.56 | $-0.46 | ||
| Q3 24 | $0.67 | $-0.13 | ||
| Q2 24 | $0.62 | $0.10 |
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 | $104.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $683.0M |
| Total Assets | $2.1B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $104.0M | ||
| Q4 25 | $960.6M | $156.7M | ||
| Q3 25 | $1.1B | $191.5M | ||
| Q2 25 | $1.0B | $190.8M | ||
| Q1 25 | $1.2B | $180.3M | ||
| Q4 24 | $1.2B | $240.7M | ||
| Q3 24 | $1.2B | $254.6M | ||
| Q2 24 | $1.1B | $272.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $5.4M | ||
| Q3 24 | — | $13.2M | ||
| Q2 24 | — | $13.2M |
| Q1 26 | — | $683.0M | ||
| Q4 25 | $848.2M | $686.0M | ||
| Q3 25 | $827.2M | $697.7M | ||
| Q2 25 | $797.3M | $690.0M | ||
| Q1 25 | $759.6M | $686.1M | ||
| Q4 24 | $726.5M | $690.5M | ||
| Q3 24 | $690.3M | $712.7M | ||
| Q2 24 | $645.5M | $736.3M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $-1.9M | ||
| Q3 25 | $70.6M | $22.0M | ||
| Q2 25 | $22.7M | $34.8M | ||
| Q1 25 | $24.1M | $-38.9M | ||
| Q4 24 | $56.3M | $13.9M | ||
| Q3 24 | $77.3M | $-15.3M | ||
| Q2 24 | $23.0M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $-37.2M | ||
| Q3 25 | $65.9M | $-6.4M | ||
| Q2 25 | $18.2M | $17.0M | ||
| Q1 25 | $17.9M | $-66.4M | ||
| Q4 24 | $54.0M | $-1.3M | ||
| Q3 24 | $74.5M | $-32.9M | ||
| Q2 24 | $21.0M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -13.9% | ||
| Q3 25 | 25.7% | -2.1% | ||
| Q2 25 | 7.1% | 5.6% | ||
| Q1 25 | 7.5% | -23.7% | ||
| Q4 24 | 22.3% | -0.5% | ||
| Q3 24 | 31.0% | -14.5% | ||
| Q2 24 | 9.0% | -2.0% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 0.3% | 13.2% | ||
| Q3 25 | 1.9% | 9.3% | ||
| Q2 25 | 1.8% | 5.8% | ||
| Q1 25 | 2.6% | 9.8% | ||
| Q4 24 | 0.9% | 6.3% | ||
| Q3 24 | 1.2% | 7.7% | ||
| Q2 24 | 0.9% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 2.72× | ||
| Q2 25 | 0.66× | 9.41× | ||
| Q1 25 | 0.87× | -29.92× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 1.80× |
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% |
MTUS
Segment breakdown not available.
