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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and PAMT CORP (PAMT). 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 $141.3M, roughly 1.9× PAMT CORP). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -20.7%, a 33.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -15.1%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-25.0M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -12.0%).
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 PAMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $141.3M |
| Net Profit | $34.6M | $-29.3M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -27.0% |
| Net Margin | 13.2% | -20.7% |
| Revenue YoY | 8.0% | -15.1% |
| Net Profit YoY | 14.8% | 7.4% |
| EPS (diluted) | $0.66 | $-1.38 |
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 | $141.3M | ||
| Q3 25 | $256.4M | $150.3M | ||
| Q2 25 | $254.3M | $151.1M | ||
| Q1 25 | $238.8M | $155.3M | ||
| Q4 24 | $242.2M | $166.5M | ||
| Q3 24 | $240.5M | $182.6M | ||
| Q2 24 | $233.8M | $182.9M | ||
| Q1 24 | $223.3M | $182.6M |
| Q4 25 | $34.6M | $-29.3M | ||
| Q3 25 | $35.1M | $-5.6M | ||
| Q2 25 | $34.2M | $-9.6M | ||
| Q1 25 | $27.7M | $-8.1M | ||
| Q4 24 | $30.1M | $-31.6M | ||
| Q3 24 | $36.7M | $2.4M | ||
| Q2 24 | $33.5M | $-2.9M | ||
| Q1 24 | $23.6M | $281.0K |
| 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% | -27.0% | ||
| Q3 25 | 14.4% | -3.8% | ||
| Q2 25 | 12.6% | -7.3% | ||
| Q1 25 | 12.4% | -5.9% | ||
| Q4 24 | 12.7% | -22.6% | ||
| Q3 24 | 13.8% | 1.3% | ||
| Q2 24 | 11.0% | -0.4% | ||
| Q1 24 | 8.4% | -0.4% |
| Q4 25 | 13.2% | -20.7% | ||
| Q3 25 | 13.7% | -3.7% | ||
| Q2 25 | 13.5% | -6.4% | ||
| Q1 25 | 11.6% | -5.2% | ||
| Q4 24 | 12.4% | -19.0% | ||
| Q3 24 | 15.3% | 1.3% | ||
| Q2 24 | 14.3% | -1.6% | ||
| Q1 24 | 10.6% | 0.2% |
| Q4 25 | $0.66 | $-1.38 | ||
| Q3 25 | $0.65 | $-0.27 | ||
| Q2 25 | $0.63 | $-0.46 | ||
| Q1 25 | $0.52 | $-0.37 | ||
| Q4 24 | $0.56 | $-1.44 | ||
| Q3 24 | $0.67 | $0.11 | ||
| Q2 24 | $0.62 | $-0.13 | ||
| Q1 24 | $0.44 | $0.01 |
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 | $83.7M |
| Total DebtLower is stronger | — | $333.9M |
| Stockholders' EquityBook value | $848.2M | $210.5M |
| Total Assets | $2.1B | $697.9M |
| Debt / EquityLower = less leverage | — | 1.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $83.7M | ||
| Q3 25 | $1.1B | $115.6M | ||
| Q2 25 | $1.0B | $117.3M | ||
| Q1 25 | $1.2B | $102.7M | ||
| Q4 24 | $1.2B | $110.7M | ||
| Q3 24 | $1.2B | $92.3M | ||
| Q2 24 | $1.1B | $114.0M | ||
| Q1 24 | $747.9M | $125.8M |
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $210.5M | ||
| Q3 25 | $827.2M | $239.5M | ||
| Q2 25 | $797.3M | $244.9M | ||
| Q1 25 | $759.6M | $269.6M | ||
| Q4 24 | $726.5M | $277.5M | ||
| Q3 24 | $690.3M | $308.9M | ||
| Q2 24 | $645.5M | $306.7M | ||
| Q1 24 | $728.1M | $314.6M |
| Q4 25 | $2.1B | $697.9M | ||
| Q3 25 | $2.1B | $715.2M | ||
| Q2 25 | $2.1B | $707.9M | ||
| Q1 25 | $2.1B | $712.6M | ||
| Q4 24 | $2.0B | $741.7M | ||
| Q3 24 | $2.0B | $756.7M | ||
| Q2 24 | $1.9B | $733.5M | ||
| Q1 24 | $1.5B | $746.4M |
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-5.8M |
| Free Cash FlowOCF − Capex | $35.1M | $-25.0M |
| FCF MarginFCF / Revenue | 13.4% | -17.7% |
| Capex IntensityCapex / Revenue | 0.3% | 13.6% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-23.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-5.8M | ||
| Q3 25 | $70.6M | $5.9M | ||
| Q2 25 | $22.7M | $12.2M | ||
| Q1 25 | $24.1M | $5.0M | ||
| Q4 24 | $56.3M | $15.2M | ||
| Q3 24 | $77.3M | $15.5M | ||
| Q2 24 | $23.0M | $18.7M | ||
| Q1 24 | $49.9M | $9.6M |
| Q4 25 | $35.1M | $-25.0M | ||
| Q3 25 | $65.9M | $2.5M | ||
| Q2 25 | $18.2M | $5.9M | ||
| Q1 25 | $17.9M | $-6.8M | ||
| Q4 24 | $54.0M | $-39.9M | ||
| Q3 24 | $74.5M | $-33.6M | ||
| Q2 24 | $21.0M | $4.1M | ||
| Q1 24 | $46.8M | $-12.2M |
| Q4 25 | 13.4% | -17.7% | ||
| Q3 25 | 25.7% | 1.7% | ||
| Q2 25 | 7.1% | 3.9% | ||
| Q1 25 | 7.5% | -4.4% | ||
| Q4 24 | 22.3% | -24.0% | ||
| Q3 24 | 31.0% | -18.4% | ||
| Q2 24 | 9.0% | 2.2% | ||
| Q1 24 | 21.0% | -6.7% |
| Q4 25 | 0.3% | 13.6% | ||
| Q3 25 | 1.9% | 2.3% | ||
| Q2 25 | 1.8% | 4.2% | ||
| Q1 25 | 2.6% | 7.6% | ||
| Q4 24 | 0.9% | 33.1% | ||
| Q3 24 | 1.2% | 26.9% | ||
| Q2 24 | 0.9% | 8.0% | ||
| Q1 24 | 1.4% | 12.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 6.44× | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | 34.11× |
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% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
