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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Perella Weinberg Partners (PWP). 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 $219.2M, roughly 1.2× Perella Weinberg Partners). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 6.3%, a 6.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -2.9%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $30.5M). Over the past eight quarters, Perella Weinberg Partners's revenue compounded faster (46.5% 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.
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses.
ALRM vs PWP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $219.2M |
| Net Profit | $34.6M | $13.8M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 8.5% |
| Net Margin | 13.2% | 6.3% |
| Revenue YoY | 8.0% | -2.9% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.11 |
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 | $219.2M | ||
| Q3 25 | $256.4M | $164.6M | ||
| Q2 25 | $254.3M | $155.3M | ||
| Q1 25 | $238.8M | $211.8M | ||
| Q4 24 | $242.2M | $225.7M | ||
| Q3 24 | $240.5M | $278.2M | ||
| Q2 24 | $233.8M | $272.0M | ||
| Q1 24 | $223.3M | $102.1M |
| Q4 25 | $34.6M | $13.8M | ||
| Q3 25 | $35.1M | $6.0M | ||
| Q2 25 | $34.2M | $2.7M | ||
| Q1 25 | $27.7M | $17.3M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $16.4M | ||
| Q2 24 | $33.5M | $-66.0M | ||
| Q1 24 | $23.6M | $-35.8M |
| 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% | 8.5% | ||
| Q3 25 | 14.4% | 5.4% | ||
| Q2 25 | 12.6% | 5.8% | ||
| Q1 25 | 12.4% | 5.5% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | 12.9% | ||
| Q2 24 | 11.0% | -30.2% | ||
| Q1 24 | 8.4% | -52.4% |
| Q4 25 | 13.2% | 6.3% | ||
| Q3 25 | 13.7% | 3.6% | ||
| Q2 25 | 13.5% | 1.8% | ||
| Q1 25 | 11.6% | 8.2% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 5.9% | ||
| Q2 24 | 14.3% | -24.3% | ||
| Q1 24 | 10.6% | -35.1% |
| Q4 25 | $0.66 | $0.11 | ||
| Q3 25 | $0.65 | $0.08 | ||
| Q2 25 | $0.63 | $0.04 | ||
| Q1 25 | $0.52 | $0.24 | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | $0.24 | ||
| Q2 24 | $0.62 | $-1.21 | ||
| Q1 24 | $0.44 | $-0.91 |
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 | $255.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $-127.4M |
| Total Assets | $2.1B | $797.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $255.9M | ||
| Q3 25 | $1.1B | $185.5M | ||
| Q2 25 | $1.0B | $145.0M | ||
| Q1 25 | $1.2B | $111.2M | ||
| Q4 24 | $1.2B | $407.4M | ||
| Q3 24 | $1.2B | $335.1M | ||
| Q2 24 | $1.1B | $185.3M | ||
| Q1 24 | $747.9M | $156.7M |
| Q4 25 | $848.2M | $-127.4M | ||
| Q3 25 | $827.2M | $-302.4M | ||
| Q2 25 | $797.3M | $-318.4M | ||
| Q1 25 | $759.6M | $-323.1M | ||
| Q4 24 | $726.5M | $-421.4M | ||
| Q3 24 | $690.3M | $-360.8M | ||
| Q2 24 | $645.5M | $-283.0M | ||
| Q1 24 | $728.1M | $161.9M |
| Q4 25 | $2.1B | $797.6M | ||
| Q3 25 | $2.1B | $650.2M | ||
| Q2 25 | $2.1B | $606.7M | ||
| Q1 25 | $2.1B | $570.5M | ||
| Q4 24 | $2.0B | $876.8M | ||
| Q3 24 | $2.0B | $810.9M | ||
| Q2 24 | $1.9B | $645.5M | ||
| Q1 24 | $1.5B | $583.6M |
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 | $34.8M |
| Free Cash FlowOCF − Capex | $35.1M | $30.5M |
| FCF MarginFCF / Revenue | 13.4% | 13.9% |
| Capex IntensityCapex / Revenue | 0.3% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.52× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-34.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $34.8M | ||
| Q3 25 | $70.6M | $59.2M | ||
| Q2 25 | $22.7M | $56.1M | ||
| Q1 25 | $24.1M | $-176.5M | ||
| Q4 24 | $56.3M | $223.4M | ||
| Q3 24 | $77.3M | $200.3M | ||
| Q2 24 | $23.0M | $90.0M | ||
| Q1 24 | $49.9M | $-206.3M |
| Q4 25 | $35.1M | $30.5M | ||
| Q3 25 | $65.9M | $57.6M | ||
| Q2 25 | $18.2M | $55.3M | ||
| Q1 25 | $17.9M | $-177.6M | ||
| Q4 24 | $54.0M | $207.0M | ||
| Q3 24 | $74.5M | $199.3M | ||
| Q2 24 | $21.0M | $83.7M | ||
| Q1 24 | $46.8M | $-214.8M |
| Q4 25 | 13.4% | 13.9% | ||
| Q3 25 | 25.7% | 35.0% | ||
| Q2 25 | 7.1% | 35.6% | ||
| Q1 25 | 7.5% | -83.8% | ||
| Q4 24 | 22.3% | 91.7% | ||
| Q3 24 | 31.0% | 71.6% | ||
| Q2 24 | 9.0% | 30.8% | ||
| Q1 24 | 21.0% | -210.3% |
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 1.9% | 0.9% | ||
| Q2 25 | 1.8% | 0.5% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 0.9% | 7.3% | ||
| Q3 24 | 1.2% | 0.4% | ||
| Q2 24 | 0.9% | 2.3% | ||
| Q1 24 | 1.4% | 8.3% |
| Q4 25 | 1.04× | 2.52× | ||
| Q3 25 | 2.01× | 9.85× | ||
| Q2 25 | 0.66× | 20.50× | ||
| Q1 25 | 0.87× | -10.18× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 12.23× | ||
| Q2 24 | 0.69× | — | ||
| 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% |
PWP
Segment breakdown not available.
