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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and NEW JERSEY RESOURCES CORP (NJR). Click either name above to swap in a different company.
NEW JERSEY RESOURCES CORP is the larger business by last-quarter revenue ($440.9M vs $261.7M, roughly 1.7× Alarm.com Holdings, Inc.). NEW JERSEY RESOURCES CORP runs the higher net margin — 27.8% vs 13.2%, a 14.6% gap on every dollar of revenue. On growth, NEW JERSEY RESOURCES CORP posted the faster year-over-year revenue change (22.8% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 0.9%).
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.
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
ALRM vs NJR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $440.9M |
| Net Profit | $34.6M | $122.5M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 40.6% |
| Net Margin | 13.2% | 27.8% |
| Revenue YoY | 8.0% | 22.8% |
| Net Profit YoY | 14.8% | -6.7% |
| EPS (diluted) | $0.66 | $1.21 |
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 | $440.9M | ||
| Q3 25 | $256.4M | $188.3M | ||
| Q2 25 | $254.3M | $234.8M | ||
| Q1 25 | $238.8M | $569.2M | ||
| Q4 24 | $242.2M | $359.0M | ||
| Q3 24 | $240.5M | $265.7M | ||
| Q2 24 | $233.8M | $209.9M | ||
| Q1 24 | $223.3M | $433.2M |
| Q4 25 | $34.6M | $122.5M | ||
| Q3 25 | $35.1M | $15.1M | ||
| Q2 25 | $34.2M | $-15.1M | ||
| Q1 25 | $27.7M | $204.3M | ||
| Q4 24 | $30.1M | $131.3M | ||
| Q3 24 | $36.7M | $91.1M | ||
| Q2 24 | $33.5M | $-11.6M | ||
| Q1 24 | $23.6M | $120.8M |
| 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% | 40.6% | ||
| Q3 25 | 14.4% | 21.5% | ||
| Q2 25 | 12.6% | -0.5% | ||
| Q1 25 | 12.4% | 49.2% | ||
| Q4 24 | 12.7% | 52.8% | ||
| Q3 24 | 13.8% | 55.0% | ||
| Q2 24 | 11.0% | 2.8% | ||
| Q1 24 | 8.4% | 39.3% |
| Q4 25 | 13.2% | 27.8% | ||
| Q3 25 | 13.7% | 8.0% | ||
| Q2 25 | 13.5% | -6.4% | ||
| Q1 25 | 11.6% | 35.9% | ||
| Q4 24 | 12.4% | 36.6% | ||
| Q3 24 | 15.3% | 34.3% | ||
| Q2 24 | 14.3% | -5.5% | ||
| Q1 24 | 10.6% | 27.9% |
| Q4 25 | $0.66 | $1.21 | ||
| Q3 25 | $0.65 | $0.15 | ||
| Q2 25 | $0.63 | $-0.15 | ||
| Q1 25 | $0.52 | $2.02 | ||
| Q4 24 | $0.56 | $1.31 | ||
| Q3 24 | $0.67 | $0.91 | ||
| Q2 24 | $0.62 | $-0.12 | ||
| Q1 24 | $0.44 | $1.22 |
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 | $2.4M |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $848.2M | $2.5B |
| Total Assets | $2.1B | $7.9B |
| Debt / EquityLower = less leverage | — | 1.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $2.4M | ||
| Q3 25 | $1.1B | $591.0K | ||
| Q2 25 | $1.0B | $931.0K | ||
| Q1 25 | $1.2B | $83.7M | ||
| Q4 24 | $1.2B | $1.9M | ||
| Q3 24 | $1.2B | $1.0M | ||
| Q2 24 | $1.1B | $22.4M | ||
| Q1 24 | $747.9M | $5.0M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.7B |
| Q4 25 | $848.2M | $2.5B | ||
| Q3 25 | $827.2M | $2.4B | ||
| Q2 25 | $797.3M | $2.4B | ||
| Q1 25 | $759.6M | $2.5B | ||
| Q4 24 | $726.5M | $2.3B | ||
| Q3 24 | $690.3M | $2.2B | ||
| Q2 24 | $645.5M | $2.1B | ||
| Q1 24 | $728.1M | $2.2B |
| Q4 25 | $2.1B | $7.9B | ||
| Q3 25 | $2.1B | $7.6B | ||
| Q2 25 | $2.1B | $7.3B | ||
| Q1 25 | $2.1B | $7.3B | ||
| Q4 24 | $2.0B | $7.2B | ||
| Q3 24 | $2.0B | $7.0B | ||
| Q2 24 | $1.9B | $6.8B | ||
| Q1 24 | $1.5B | $6.6B |
| Q4 25 | — | 1.32× | ||
| Q3 25 | — | 1.36× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.29× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | 1.30× | ||
| Q1 24 | — | 1.25× |
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 | $26.7M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $26.7M | ||
| Q3 25 | $70.6M | $81.2M | ||
| Q2 25 | $22.7M | $-28.9M | ||
| Q1 25 | $24.1M | $423.0M | ||
| Q4 24 | $56.3M | $-9.0M | ||
| Q3 24 | $77.3M | $64.5M | ||
| Q2 24 | $23.0M | $24.3M | ||
| Q1 24 | $49.9M | $292.2M |
| 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× | 0.22× | ||
| Q3 25 | 2.01× | 5.39× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 2.07× | ||
| Q4 24 | 1.87× | -0.07× | ||
| Q3 24 | 2.11× | 0.71× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 2.42× |
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% |
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
