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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and ONESPAWORLD HOLDINGS Ltd (OSW). 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 $242.1M, roughly 1.1× ONESPAWORLD HOLDINGS Ltd). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 5.0%, a 8.2% gap on every dollar of revenue. On growth, ONESPAWORLD HOLDINGS Ltd posted the faster year-over-year revenue change (11.5% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $14.9M). 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.
ALRM vs OSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $242.1M |
| Net Profit | $34.6M | $12.1M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 6.8% |
| Net Margin | 13.2% | 5.0% |
| Revenue YoY | 8.0% | 11.5% |
| Net Profit YoY | 14.8% | -16.2% |
| EPS (diluted) | $0.66 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $256.4M | $258.5M | ||
| Q2 25 | $254.3M | $240.7M | ||
| Q1 25 | $238.8M | $219.6M | ||
| Q4 24 | $242.2M | $217.2M | ||
| Q3 24 | $240.5M | $241.7M | ||
| Q2 24 | $233.8M | $224.9M | ||
| Q1 24 | $223.3M | $211.2M |
| Q4 25 | $34.6M | $12.1M | ||
| Q3 25 | $35.1M | $24.3M | ||
| Q2 25 | $34.2M | $19.9M | ||
| Q1 25 | $27.7M | $15.3M | ||
| Q4 24 | $30.1M | $14.4M | ||
| Q3 24 | $36.7M | $21.6M | ||
| Q2 24 | $33.5M | $15.8M | ||
| Q1 24 | $23.6M | $21.2M |
| 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% | 6.8% | ||
| Q3 25 | 14.4% | 10.2% | ||
| Q2 25 | 12.6% | 9.2% | ||
| Q1 25 | 12.4% | 7.7% | ||
| Q4 24 | 12.7% | 7.9% | ||
| Q3 24 | 13.8% | 10.3% | ||
| Q2 24 | 11.0% | 8.4% | ||
| Q1 24 | 8.4% | 8.0% |
| Q4 25 | 13.2% | 5.0% | ||
| Q3 25 | 13.7% | 9.4% | ||
| Q2 25 | 13.5% | 8.3% | ||
| Q1 25 | 11.6% | 7.0% | ||
| Q4 24 | 12.4% | 6.6% | ||
| Q3 24 | 15.3% | 8.9% | ||
| Q2 24 | 14.3% | 7.0% | ||
| Q1 24 | 10.6% | 10.0% |
| Q4 25 | $0.66 | $0.12 | ||
| Q3 25 | $0.65 | $0.23 | ||
| Q2 25 | $0.63 | $0.19 | ||
| Q1 25 | $0.52 | $0.15 | ||
| Q4 24 | $0.56 | $0.13 | ||
| Q3 24 | $0.67 | $0.20 | ||
| Q2 24 | $0.62 | $0.15 | ||
| Q1 24 | $0.44 | $0.21 |
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 | $16.3M |
| Total DebtLower is stronger | — | $84.0M |
| Stockholders' EquityBook value | $848.2M | $542.6M |
| Total Assets | $2.1B | $707.1M |
| Debt / EquityLower = less leverage | — | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $16.3M | ||
| Q3 25 | $1.1B | $29.6M | ||
| Q2 25 | $1.0B | $35.0M | ||
| Q1 25 | $1.2B | $22.6M | ||
| Q4 24 | $1.2B | $57.4M | ||
| Q3 24 | $1.2B | $48.8M | ||
| Q2 24 | $1.1B | $62.5M | ||
| Q1 24 | $747.9M | $65.4M |
| Q4 25 | — | $84.0M | ||
| Q3 25 | — | $85.2M | ||
| Q2 25 | — | $96.2M | ||
| Q1 25 | — | $97.4M | ||
| Q4 24 | — | $98.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $123.8M | ||
| Q1 24 | — | $138.6M |
| Q4 25 | $848.2M | $542.6M | ||
| Q3 25 | $827.2M | $552.8M | ||
| Q2 25 | $797.3M | $548.3M | ||
| Q1 25 | $759.6M | $530.6M | ||
| Q4 24 | $726.5M | $554.5M | ||
| Q3 24 | $690.3M | $540.1M | ||
| Q2 24 | $645.5M | $532.7M | ||
| Q1 24 | $728.1M | $515.5M |
| Q4 25 | $2.1B | $707.1M | ||
| Q3 25 | $2.1B | $732.6M | ||
| Q2 25 | $2.1B | $731.8M | ||
| Q1 25 | $2.1B | $708.7M | ||
| Q4 24 | $2.0B | $746.4M | ||
| Q3 24 | $2.0B | $734.0M | ||
| Q2 24 | $1.9B | $756.8M | ||
| Q1 24 | $1.5B | $763.6M |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.18× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.27× |
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 | $20.0M |
| Free Cash FlowOCF − Capex | $35.1M | $14.9M |
| FCF MarginFCF / Revenue | 13.4% | 6.2% |
| Capex IntensityCapex / Revenue | 0.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $20.0M | ||
| Q3 25 | $70.6M | $33.2M | ||
| Q2 25 | $22.7M | $20.3M | ||
| Q1 25 | $24.1M | $10.1M | ||
| Q4 24 | $56.3M | $16.6M | ||
| Q3 24 | $77.3M | $28.6M | ||
| Q2 24 | $23.0M | $18.7M | ||
| Q1 24 | $49.9M | $15.0M |
| Q4 25 | $35.1M | $14.9M | ||
| Q3 25 | $65.9M | $27.6M | ||
| Q2 25 | $18.2M | $17.6M | ||
| Q1 25 | $17.9M | $8.4M | ||
| Q4 24 | $54.0M | $13.2M | ||
| Q3 24 | $74.5M | $27.5M | ||
| Q2 24 | $21.0M | $17.6M | ||
| Q1 24 | $46.8M | $13.7M |
| Q4 25 | 13.4% | 6.2% | ||
| Q3 25 | 25.7% | 10.7% | ||
| Q2 25 | 7.1% | 7.3% | ||
| Q1 25 | 7.5% | 3.8% | ||
| Q4 24 | 22.3% | 6.1% | ||
| Q3 24 | 31.0% | 11.4% | ||
| Q2 24 | 9.0% | 7.8% | ||
| Q1 24 | 21.0% | 6.5% |
| Q4 25 | 0.3% | 2.1% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 0.9% | 1.5% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.9% | 0.5% | ||
| Q1 24 | 1.4% | 0.6% |
| Q4 25 | 1.04× | 1.65× | ||
| Q3 25 | 2.01× | 1.36× | ||
| Q2 25 | 0.66× | 1.02× | ||
| Q1 25 | 0.87× | 0.66× | ||
| Q4 24 | 1.87× | 1.15× | ||
| Q3 24 | 2.11× | 1.33× | ||
| Q2 24 | 0.69× | 1.19× | ||
| Q1 24 | 2.11× | 0.71× |
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% |
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
