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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Enpro Inc. (NPO). Click either name above to swap in a different company.
Enpro Inc. is the larger business by last-quarter revenue ($295.4M vs $261.7M, roughly 1.1× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -10.8%, a 24.1% gap on every dollar of revenue. On growth, Enpro Inc. posted the faster year-over-year revenue change (14.3% vs 8.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 7.1%).
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.
Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...
ALRM vs NPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $295.4M |
| Net Profit | $34.6M | $-32.0M |
| Gross Margin | 66.0% | 42.1% |
| Operating Margin | 13.4% | 11.2% |
| Net Margin | 13.2% | -10.8% |
| Revenue YoY | 8.0% | 14.3% |
| Net Profit YoY | 14.8% | -330.2% |
| EPS (diluted) | $0.66 | $-1.50 |
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 | $295.4M | ||
| Q3 25 | $256.4M | $286.6M | ||
| Q2 25 | $254.3M | $288.1M | ||
| Q1 25 | $238.8M | $273.2M | ||
| Q4 24 | $242.2M | $258.4M | ||
| Q3 24 | $240.5M | $260.9M | ||
| Q2 24 | $233.8M | $271.9M | ||
| Q1 24 | $223.3M | $257.5M |
| Q4 25 | $34.6M | $-32.0M | ||
| Q3 25 | $35.1M | $21.6M | ||
| Q2 25 | $34.2M | $26.4M | ||
| Q1 25 | $27.7M | $24.5M | ||
| Q4 24 | $30.1M | $13.9M | ||
| Q3 24 | $36.7M | $19.8M | ||
| Q2 24 | $33.5M | $26.7M | ||
| Q1 24 | $23.6M | $12.5M |
| Q4 25 | 66.0% | 42.1% | ||
| Q3 25 | 65.8% | 41.9% | ||
| Q2 25 | 65.6% | 43.3% | ||
| Q1 25 | 67.2% | 43.3% | ||
| Q4 24 | 65.5% | 42.3% | ||
| Q3 24 | 64.8% | 42.3% | ||
| Q2 24 | 65.2% | 43.8% | ||
| Q1 24 | 65.7% | 41.2% |
| Q4 25 | 13.4% | 11.2% | ||
| Q3 25 | 14.4% | 14.3% | ||
| Q2 25 | 12.6% | 15.9% | ||
| Q1 25 | 12.4% | 15.3% | ||
| Q4 24 | 12.7% | 12.5% | ||
| Q3 24 | 13.8% | 13.1% | ||
| Q2 24 | 11.0% | 17.7% | ||
| Q1 24 | 8.4% | 10.9% |
| Q4 25 | 13.2% | -10.8% | ||
| Q3 25 | 13.7% | 7.5% | ||
| Q2 25 | 13.5% | 9.2% | ||
| Q1 25 | 11.6% | 9.0% | ||
| Q4 24 | 12.4% | 5.4% | ||
| Q3 24 | 15.3% | 7.6% | ||
| Q2 24 | 14.3% | 9.8% | ||
| Q1 24 | 10.6% | 4.9% |
| Q4 25 | $0.66 | $-1.50 | ||
| Q3 25 | $0.65 | $1.01 | ||
| Q2 25 | $0.63 | $1.25 | ||
| Q1 25 | $0.52 | $1.15 | ||
| Q4 24 | $0.56 | $0.65 | ||
| Q3 24 | $0.67 | $0.94 | ||
| Q2 24 | $0.62 | $1.27 | ||
| Q1 24 | $0.44 | $0.59 |
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 | $114.7M |
| Total DebtLower is stronger | — | $655.3M |
| Stockholders' EquityBook value | $848.2M | $1.5B |
| Total Assets | $2.1B | $2.7B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $114.7M | ||
| Q3 25 | $1.1B | $132.9M | ||
| Q2 25 | $1.0B | $107.1M | ||
| Q1 25 | $1.2B | $240.3M | ||
| Q4 24 | $1.2B | $236.3M | ||
| Q3 24 | $1.2B | $206.9M | ||
| Q2 24 | $1.1B | $175.9M | ||
| Q1 24 | $747.9M | $163.9M |
| Q4 25 | — | $655.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $640.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $644.9M |
| Q4 25 | $848.2M | $1.5B | ||
| Q3 25 | $827.2M | $1.5B | ||
| Q2 25 | $797.3M | $1.5B | ||
| Q1 25 | $759.6M | $1.5B | ||
| Q4 24 | $726.5M | $1.4B | ||
| Q3 24 | $690.3M | $1.5B | ||
| Q2 24 | $645.5M | $1.4B | ||
| Q1 24 | $728.1M | $1.4B |
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.0B | $2.5B | ||
| Q3 24 | $2.0B | $2.5B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $1.5B | $2.5B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.46× |
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% | 4.1% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $65.3M | ||
| Q2 25 | $22.7M | $52.2M | ||
| Q1 25 | $24.1M | $21.0M | ||
| Q4 24 | $56.3M | $59.4M | ||
| Q3 24 | $77.3M | $54.0M | ||
| Q2 24 | $23.0M | $43.2M | ||
| Q1 24 | $49.9M | $6.3M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $53.4M | ||
| Q2 25 | $18.2M | $42.3M | ||
| Q1 25 | $17.9M | $13.0M | ||
| Q4 24 | $54.0M | $49.1M | ||
| Q3 24 | $74.5M | $48.3M | ||
| Q2 24 | $21.0M | $38.3M | ||
| Q1 24 | $46.8M | $-1.9M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | 18.6% | ||
| Q2 25 | 7.1% | 14.7% | ||
| Q1 25 | 7.5% | 4.8% | ||
| Q4 24 | 22.3% | 19.0% | ||
| Q3 24 | 31.0% | 18.5% | ||
| Q2 24 | 9.0% | 14.1% | ||
| Q1 24 | 21.0% | -0.7% |
| Q4 25 | 0.3% | 4.1% | ||
| Q3 25 | 1.9% | 4.2% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 0.9% | 4.0% | ||
| Q3 24 | 1.2% | 2.2% | ||
| Q2 24 | 0.9% | 1.8% | ||
| Q1 24 | 1.4% | 3.2% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 3.02× | ||
| Q2 25 | 0.66× | 1.98× | ||
| Q1 25 | 0.87× | 0.86× | ||
| Q4 24 | 1.87× | 4.27× | ||
| Q3 24 | 2.11× | 2.73× | ||
| Q2 24 | 0.69× | 1.62× | ||
| Q1 24 | 2.11× | 0.50× |
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% |
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
