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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Natural Grocers by Vitamin Cottage, Inc. (NGVC). Click either name above to swap in a different company.
Natural Grocers by Vitamin Cottage, Inc. is the larger business by last-quarter revenue ($335.6M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.4%, a 9.8% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.6%). 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 4.4%).
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.
Natural Grocers by Vitamin Cottage, Inc. is a U.S.-based specialty retail chain that offers certified organic groceries, dietary supplements, natural personal care items, and eco-friendly household products. It serves health-conscious consumers across multiple U.S. states, following strict quality standards that exclude artificial preservatives, colors, flavors and harmful additives.
ALRM vs NGVC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $335.6M |
| Net Profit | $34.6M | $11.3M |
| Gross Margin | 66.0% | 29.5% |
| Operating Margin | 13.4% | 4.4% |
| Net Margin | 13.2% | 3.4% |
| Revenue YoY | 8.0% | 1.6% |
| Net Profit YoY | 14.8% | 14.0% |
| EPS (diluted) | $0.66 | $0.49 |
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 | $335.6M | ||
| Q3 25 | $256.4M | $336.1M | ||
| Q2 25 | $254.3M | $328.7M | ||
| Q1 25 | $238.8M | $335.8M | ||
| Q4 24 | $242.2M | $330.2M | ||
| Q3 24 | $240.5M | $322.7M | ||
| Q2 24 | $233.8M | $309.1M | ||
| Q1 24 | $223.3M | $308.1M |
| Q4 25 | $34.6M | $11.3M | ||
| Q3 25 | $35.1M | $11.8M | ||
| Q2 25 | $34.2M | $11.6M | ||
| Q1 25 | $27.7M | $13.1M | ||
| Q4 24 | $30.1M | $9.9M | ||
| Q3 24 | $36.7M | $9.0M | ||
| Q2 24 | $33.5M | $9.2M | ||
| Q1 24 | $23.6M | $8.0M |
| Q4 25 | 66.0% | 29.5% | ||
| Q3 25 | 65.8% | 29.5% | ||
| Q2 25 | 65.6% | 29.9% | ||
| Q1 25 | 67.2% | 30.3% | ||
| Q4 24 | 65.5% | 29.9% | ||
| Q3 24 | 64.8% | 29.6% | ||
| Q2 24 | 65.2% | 29.2% | ||
| Q1 24 | 65.7% | 29.3% |
| Q4 25 | 13.4% | 4.4% | ||
| Q3 25 | 14.4% | 4.6% | ||
| Q2 25 | 12.6% | 4.7% | ||
| Q1 25 | 12.4% | 5.2% | ||
| Q4 24 | 12.7% | 4.0% | ||
| Q3 24 | 13.8% | 3.7% | ||
| Q2 24 | 11.0% | 4.2% | ||
| Q1 24 | 8.4% | 3.7% |
| Q4 25 | 13.2% | 3.4% | ||
| Q3 25 | 13.7% | 3.5% | ||
| Q2 25 | 13.5% | 3.5% | ||
| Q1 25 | 11.6% | 3.9% | ||
| Q4 24 | 12.4% | 3.0% | ||
| Q3 24 | 15.3% | 2.8% | ||
| Q2 24 | 14.3% | 3.0% | ||
| Q1 24 | 10.6% | 2.6% |
| Q4 25 | $0.66 | $0.49 | ||
| Q3 25 | $0.65 | $0.51 | ||
| Q2 25 | $0.63 | $0.50 | ||
| Q1 25 | $0.52 | $0.56 | ||
| Q4 24 | $0.56 | $0.43 | ||
| Q3 24 | $0.67 | $0.38 | ||
| Q2 24 | $0.62 | $0.40 | ||
| Q1 24 | $0.44 | $0.35 |
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 | $23.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $220.0M |
| Total Assets | $2.1B | $668.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $23.2M | ||
| Q3 25 | $1.1B | $17.1M | ||
| Q2 25 | $1.0B | $13.2M | ||
| Q1 25 | $1.2B | $21.2M | ||
| Q4 24 | $1.2B | $6.3M | ||
| Q3 24 | $1.2B | $8.9M | ||
| Q2 24 | $1.1B | $13.9M | ||
| Q1 24 | $747.9M | $11.0M |
| Q4 25 | $848.2M | $220.0M | ||
| Q3 25 | $827.2M | $212.4M | ||
| Q2 25 | $797.3M | $202.5M | ||
| Q1 25 | $759.6M | $193.0M | ||
| Q4 24 | $726.5M | $181.9M | ||
| Q3 24 | $690.3M | $174.3M | ||
| Q2 24 | $645.5M | $167.8M | ||
| Q1 24 | $728.1M | $160.0M |
| Q4 25 | $2.1B | $668.6M | ||
| Q3 25 | $2.1B | $670.5M | ||
| Q2 25 | $2.1B | $659.0M | ||
| Q1 25 | $2.1B | $664.6M | ||
| Q4 24 | $2.0B | $648.9M | ||
| Q3 24 | $2.0B | $655.5M | ||
| Q2 24 | $1.9B | $654.4M | ||
| Q1 24 | $1.5B | $656.6M |
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 | $21.1M |
| Free Cash FlowOCF − Capex | $35.1M | $11.6M |
| FCF MarginFCF / Revenue | 13.4% | 3.4% |
| Capex IntensityCapex / Revenue | 0.3% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.86× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $42.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $21.1M | ||
| Q3 25 | $70.6M | $15.6M | ||
| Q2 25 | $22.7M | $2.9M | ||
| Q1 25 | $24.1M | $34.1M | ||
| Q4 24 | $56.3M | $2.7M | ||
| Q3 24 | $77.3M | $24.5M | ||
| Q2 24 | $23.0M | $12.4M | ||
| Q1 24 | $49.9M | $20.2M |
| Q4 25 | $35.1M | $11.6M | ||
| Q3 25 | $65.9M | $7.5M | ||
| Q2 25 | $18.2M | $-4.2M | ||
| Q1 25 | $17.9M | $27.6M | ||
| Q4 24 | $54.0M | $-6.9M | ||
| Q3 24 | $74.5M | $18.0M | ||
| Q2 24 | $21.0M | $3.6M | ||
| Q1 24 | $46.8M | $9.8M |
| Q4 25 | 13.4% | 3.4% | ||
| Q3 25 | 25.7% | 2.2% | ||
| Q2 25 | 7.1% | -1.3% | ||
| Q1 25 | 7.5% | 8.2% | ||
| Q4 24 | 22.3% | -2.1% | ||
| Q3 24 | 31.0% | 5.6% | ||
| Q2 24 | 9.0% | 1.2% | ||
| Q1 24 | 21.0% | 3.2% |
| Q4 25 | 0.3% | 2.9% | ||
| Q3 25 | 1.9% | 2.4% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 0.9% | 2.9% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 0.9% | 2.9% | ||
| Q1 24 | 1.4% | 3.4% |
| Q4 25 | 1.04× | 1.86× | ||
| Q3 25 | 2.01× | 1.32× | ||
| Q2 25 | 0.66× | 0.25× | ||
| Q1 25 | 0.87× | 2.60× | ||
| Q4 24 | 1.87× | 0.27× | ||
| Q3 24 | 2.11× | 2.72× | ||
| Q2 24 | 0.69× | 1.35× | ||
| Q1 24 | 2.11× | 2.54× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
