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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and DOUGLAS DYNAMICS, INC (PLOW). 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 $184.5M, roughly 1.4× DOUGLAS DYNAMICS, INC). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 7.0%, a 6.3% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 8.0%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $35.1M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 8.3%).
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.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
ALRM vs PLOW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $184.5M |
| Net Profit | $34.6M | $12.8M |
| Gross Margin | 66.0% | 26.1% |
| Operating Margin | 13.4% | 10.5% |
| Net Margin | 13.2% | 7.0% |
| Revenue YoY | 8.0% | 28.6% |
| Net Profit YoY | 14.8% | 62.3% |
| EPS (diluted) | $0.66 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $256.4M | $162.1M | ||
| Q2 25 | $254.3M | $194.3M | ||
| Q1 25 | $238.8M | $115.1M | ||
| Q4 24 | $242.2M | $143.5M | ||
| Q3 24 | $240.5M | $129.4M | ||
| Q2 24 | $233.8M | $199.9M | ||
| Q1 24 | $223.3M | $95.7M |
| Q4 25 | $34.6M | $12.8M | ||
| Q3 25 | $35.1M | $8.0M | ||
| Q2 25 | $34.2M | $26.0M | ||
| Q1 25 | $27.7M | $148.0K | ||
| Q4 24 | $30.1M | $7.9M | ||
| Q3 24 | $36.7M | $32.3M | ||
| Q2 24 | $33.5M | $24.3M | ||
| Q1 24 | $23.6M | $-8.4M |
| Q4 25 | 66.0% | 26.1% | ||
| Q3 25 | 65.8% | 23.5% | ||
| Q2 25 | 65.6% | 31.0% | ||
| Q1 25 | 67.2% | 24.5% | ||
| Q4 24 | 65.5% | 24.9% | ||
| Q3 24 | 64.8% | 23.9% | ||
| Q2 24 | 65.2% | 30.7% | ||
| Q1 24 | 65.7% | 19.8% |
| Q4 25 | 13.4% | 10.5% | ||
| Q3 25 | 14.4% | 8.7% | ||
| Q2 25 | 12.6% | 19.0% | ||
| Q1 25 | 12.4% | 2.8% | ||
| Q4 24 | 12.7% | 9.0% | ||
| Q3 24 | 13.8% | 35.4% | ||
| Q2 24 | 11.0% | 18.2% | ||
| Q1 24 | 8.4% | -6.7% |
| Q4 25 | 13.2% | 7.0% | ||
| Q3 25 | 13.7% | 4.9% | ||
| Q2 25 | 13.5% | 13.4% | ||
| Q1 25 | 11.6% | 0.1% | ||
| Q4 24 | 12.4% | 5.5% | ||
| Q3 24 | 15.3% | 24.9% | ||
| Q2 24 | 14.3% | 12.2% | ||
| Q1 24 | 10.6% | -8.7% |
| Q4 25 | $0.66 | $0.54 | ||
| Q3 25 | $0.65 | $0.33 | ||
| Q2 25 | $0.63 | $1.09 | ||
| Q1 25 | $0.52 | $0.00 | ||
| Q4 24 | $0.56 | $0.35 | ||
| Q3 24 | $0.67 | $1.36 | ||
| Q2 24 | $0.62 | $1.02 | ||
| Q1 24 | $0.44 | $-0.37 |
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 | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $848.2M | $281.4M |
| Total Assets | $2.1B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $281.4M | ||
| Q3 25 | $827.2M | $275.3M | ||
| Q2 25 | $797.3M | $273.3M | ||
| Q1 25 | $759.6M | $258.9M | ||
| Q4 24 | $726.5M | $264.2M | ||
| Q3 24 | $690.3M | $260.8M | ||
| Q2 24 | $645.5M | $236.7M | ||
| Q1 24 | $728.1M | $217.2M |
| Q4 25 | $2.1B | $626.7M | ||
| Q3 25 | $2.1B | $694.9M | ||
| Q2 25 | $2.1B | $671.5M | ||
| Q1 25 | $2.1B | $621.0M | ||
| Q4 24 | $2.0B | $590.0M | ||
| Q3 24 | $2.0B | $665.6M | ||
| Q2 24 | $1.9B | $617.0M | ||
| Q1 24 | $1.5B | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| 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 | $95.9M |
| Free Cash FlowOCF − Capex | $35.1M | $92.8M |
| FCF MarginFCF / Revenue | 13.4% | 50.3% |
| Capex IntensityCapex / Revenue | 0.3% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.04× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $95.9M | ||
| Q3 25 | $70.6M | $-8.5M | ||
| Q2 25 | $22.7M | $-11.4M | ||
| Q1 25 | $24.1M | $-1.3M | ||
| Q4 24 | $56.3M | $74.4M | ||
| Q3 24 | $77.3M | $-14.2M | ||
| Q2 24 | $23.0M | $2.5M | ||
| Q1 24 | $49.9M | $-21.6M |
| Q4 25 | $35.1M | $92.8M | ||
| Q3 25 | $65.9M | $-11.4M | ||
| Q2 25 | $18.2M | $-14.3M | ||
| Q1 25 | $17.9M | $-3.5M | ||
| Q4 24 | $54.0M | $70.2M | ||
| Q3 24 | $74.5M | $-15.2M | ||
| Q2 24 | $21.0M | $836.0K | ||
| Q1 24 | $46.8M | $-22.4M |
| Q4 25 | 13.4% | 50.3% | ||
| Q3 25 | 25.7% | -7.1% | ||
| Q2 25 | 7.1% | -7.4% | ||
| Q1 25 | 7.5% | -3.0% | ||
| Q4 24 | 22.3% | 48.9% | ||
| Q3 24 | 31.0% | -11.8% | ||
| Q2 24 | 9.0% | 0.4% | ||
| Q1 24 | 21.0% | -23.4% |
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 0.9% | 2.9% | ||
| Q3 24 | 1.2% | 0.8% | ||
| Q2 24 | 0.9% | 0.8% | ||
| Q1 24 | 1.4% | 0.8% |
| Q4 25 | 1.04× | 7.47× | ||
| Q3 25 | 2.01× | -1.07× | ||
| Q2 25 | 0.66× | -0.44× | ||
| Q1 25 | 0.87× | -9.03× | ||
| Q4 24 | 1.87× | 9.41× | ||
| Q3 24 | 2.11× | -0.44× | ||
| Q2 24 | 0.69× | 0.10× | ||
| Q1 24 | 2.11× | — |
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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
