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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Pacira BioSciences, Inc. (PCRX). 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 $177.4M, roughly 1.5× Pacira BioSciences, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.6%, a 11.6% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 5.0%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -0.2%).
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.
Pacira BioSciences, Inc. is a specialty pharmaceutical company focused on developing and commercializing non-opioid pain management solutions. Its core product line targets post-surgical pain relief for patients, serving hospitals, ambulatory surgery centers and other healthcare providers primarily in the U.S., with ongoing expansion efforts in select international markets.
ALRM vs PCRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $177.4M |
| Net Profit | $34.6M | $2.9M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 3.9% |
| Net Margin | 13.2% | 1.6% |
| Revenue YoY | 8.0% | 5.0% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.07 |
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.
| Q1 26 | — | $177.4M | ||
| Q4 25 | $261.7M | $196.9M | ||
| Q3 25 | $256.4M | $179.5M | ||
| Q2 25 | $254.3M | $181.1M | ||
| Q1 25 | $238.8M | $168.9M | ||
| Q4 24 | $242.2M | $187.3M | ||
| Q3 24 | $240.5M | $168.6M | ||
| Q2 24 | $233.8M | $178.0M |
| Q1 26 | — | $2.9M | ||
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $5.4M | ||
| Q2 25 | $34.2M | $-4.8M | ||
| Q1 25 | $27.7M | $4.8M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $-143.5M | ||
| Q2 24 | $33.5M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | 66.0% | 79.5% | ||
| Q3 25 | 65.8% | 80.9% | ||
| Q2 25 | 65.6% | 77.4% | ||
| Q1 25 | 67.2% | 79.7% | ||
| Q4 24 | 65.5% | 78.7% | ||
| Q3 24 | 64.8% | 76.9% | ||
| Q2 24 | 65.2% | 75.1% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 13.4% | 1.2% | ||
| Q3 25 | 14.4% | 3.5% | ||
| Q2 25 | 12.6% | 4.7% | ||
| Q1 25 | 12.4% | 1.2% | ||
| Q4 24 | 12.7% | 13.2% | ||
| Q3 24 | 13.8% | -82.8% | ||
| Q2 24 | 11.0% | 15.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | 3.0% | ||
| Q2 25 | 13.5% | -2.7% | ||
| Q1 25 | 11.6% | 2.8% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | -85.1% | ||
| Q2 24 | 14.3% | 10.6% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $0.66 | $0.05 | ||
| Q3 25 | $0.65 | $0.12 | ||
| Q2 25 | $0.63 | $-0.11 | ||
| Q1 25 | $0.52 | $0.10 | ||
| Q4 24 | $0.56 | $0.38 | ||
| Q3 24 | $0.67 | $-3.11 | ||
| Q2 24 | $0.62 | $0.39 |
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 | $144.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $653.9M |
| Total Assets | $2.1B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $144.3M | ||
| Q4 25 | $960.6M | $238.4M | ||
| Q3 25 | $1.1B | $246.3M | ||
| Q2 25 | $1.0B | $445.9M | ||
| Q1 25 | $1.2B | $493.6M | ||
| Q4 24 | $1.2B | $484.6M | ||
| Q3 24 | $1.2B | $453.8M | ||
| Q2 24 | $1.1B | $404.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $372.2M | ||
| Q3 25 | — | $376.7M | ||
| Q2 25 | — | $580.5M | ||
| Q1 25 | — | $583.4M | ||
| Q4 24 | — | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $653.9M | ||
| Q4 25 | $848.2M | $693.1M | ||
| Q3 25 | $827.2M | $727.2M | ||
| Q2 25 | $797.3M | $757.8M | ||
| Q1 25 | $759.6M | $798.5M | ||
| Q4 24 | $726.5M | $778.3M | ||
| Q3 24 | $690.3M | $749.6M | ||
| Q2 24 | $645.5M | $879.3M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.1B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $43.7M | ||
| Q3 25 | $70.6M | $60.8M | ||
| Q2 25 | $22.7M | $12.0M | ||
| Q1 25 | $24.1M | $35.5M | ||
| Q4 24 | $56.3M | $33.1M | ||
| Q3 24 | $77.3M | $53.9M | ||
| Q2 24 | $23.0M | $53.2M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $43.5M | ||
| Q3 25 | $65.9M | $57.0M | ||
| Q2 25 | $18.2M | $9.3M | ||
| Q1 25 | $17.9M | $26.9M | ||
| Q4 24 | $54.0M | $31.0M | ||
| Q3 24 | $74.5M | $49.8M | ||
| Q2 24 | $21.0M | $51.6M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 22.1% | ||
| Q3 25 | 25.7% | 31.7% | ||
| Q2 25 | 7.1% | 5.1% | ||
| Q1 25 | 7.5% | 15.9% | ||
| Q4 24 | 22.3% | 16.6% | ||
| Q3 24 | 31.0% | 29.6% | ||
| Q2 24 | 9.0% | 29.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 2.6% | 5.1% | ||
| Q4 24 | 0.9% | 1.1% | ||
| Q3 24 | 1.2% | 2.4% | ||
| Q2 24 | 0.9% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 11.20× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 7.37× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 2.82× |
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% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
