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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and QUINSTREET, INC (QNST). Click either name above to swap in a different company.
QUINSTREET, INC is the larger business by last-quarter revenue ($287.8M vs $261.7M, roughly 1.1× Alarm.com Holdings, Inc.). QUINSTREET, INC runs the higher net margin — 17.4% vs 13.2%, a 4.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 1.9%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $20.7M). Over the past eight quarters, QUINSTREET, INC's revenue compounded faster (53.2% 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.
QUINSTREET, INCQNSTEarnings & Financial Report
QuinStreet, Inc. is a publicly traded online marketing company based in Foster City, California. The company helps generate web traffic for clients by acquiring popular domain names.
ALRM vs QNST — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $287.8M |
| Net Profit | $34.6M | $50.2M |
| Gross Margin | 66.0% | 9.6% |
| Operating Margin | 13.4% | 0.4% |
| Net Margin | 13.2% | 17.4% |
| Revenue YoY | 8.0% | 1.9% |
| Net Profit YoY | 14.8% | 3342.5% |
| EPS (diluted) | $0.66 | $0.87 |
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 | $287.8M | ||
| Q3 25 | $256.4M | $285.9M | ||
| Q2 25 | $254.3M | — | ||
| Q1 25 | $238.8M | $269.8M | ||
| Q4 24 | $242.2M | $282.6M | ||
| Q3 24 | $240.5M | $279.2M | ||
| Q2 24 | $233.8M | $198.3M | ||
| Q1 24 | $223.3M | $168.6M |
| Q4 25 | $34.6M | $50.2M | ||
| Q3 25 | $35.1M | $4.5M | ||
| Q2 25 | $34.2M | — | ||
| Q1 25 | $27.7M | $4.4M | ||
| Q4 24 | $30.1M | $-1.5M | ||
| Q3 24 | $36.7M | $-1.4M | ||
| Q2 24 | $33.5M | $-2.2M | ||
| Q1 24 | $23.6M | $-7.0M |
| Q4 25 | 66.0% | 9.6% | ||
| Q3 25 | 65.8% | 9.4% | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | 10.3% | ||
| Q4 24 | 65.5% | 9.5% | ||
| Q3 24 | 64.8% | 10.2% | ||
| Q2 24 | 65.2% | 8.8% | ||
| Q1 24 | 65.7% | 8.5% |
| Q4 25 | 13.4% | 0.4% | ||
| Q3 25 | 14.4% | 1.7% | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 12.4% | 1.8% | ||
| Q4 24 | 12.7% | -0.5% | ||
| Q3 24 | 13.8% | -0.4% | ||
| Q2 24 | 11.0% | -0.7% | ||
| Q1 24 | 8.4% | -3.2% |
| Q4 25 | 13.2% | 17.4% | ||
| Q3 25 | 13.7% | 1.6% | ||
| Q2 25 | 13.5% | — | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 12.4% | -0.5% | ||
| Q3 24 | 15.3% | -0.5% | ||
| Q2 24 | 14.3% | -1.1% | ||
| Q1 24 | 10.6% | -4.2% |
| Q4 25 | $0.66 | $0.87 | ||
| Q3 25 | $0.65 | $0.08 | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | $0.08 | ||
| Q4 24 | $0.56 | $-0.03 | ||
| Q3 24 | $0.67 | $-0.02 | ||
| Q2 24 | $0.62 | $-0.04 | ||
| Q1 24 | $0.44 | $-0.13 |
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 | $107.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $294.4M |
| Total Assets | $2.1B | $493.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $107.0M | ||
| Q3 25 | $1.1B | $101.3M | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | $81.8M | ||
| Q4 24 | $1.2B | $57.8M | ||
| Q3 24 | $1.2B | $25.0M | ||
| Q2 24 | $1.1B | $50.5M | ||
| Q1 24 | $747.9M | $39.6M |
| Q4 25 | $848.2M | $294.4M | ||
| Q3 25 | $827.2M | $246.7M | ||
| Q2 25 | $797.3M | — | ||
| Q1 25 | $759.6M | $235.5M | ||
| Q4 24 | $726.5M | $224.3M | ||
| Q3 24 | $690.3M | $219.8M | ||
| Q2 24 | $645.5M | $216.8M | ||
| Q1 24 | $728.1M | $215.0M |
| Q4 25 | $2.1B | $493.0M | ||
| Q3 25 | $2.1B | $442.6M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | $417.2M | ||
| Q4 24 | $2.0B | $409.6M | ||
| Q3 24 | $2.0B | $401.2M | ||
| Q2 24 | $1.9B | $368.5M | ||
| Q1 24 | $1.5B | $349.3M |
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 | $21.6M |
| Free Cash FlowOCF − Capex | $35.1M | $20.7M |
| FCF MarginFCF / Revenue | 13.4% | 7.2% |
| Capex IntensityCapex / Revenue | 0.3% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.04× | 0.43× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $106.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $21.6M | ||
| Q3 25 | $70.6M | $19.6M | ||
| Q2 25 | $22.7M | — | ||
| Q1 25 | $24.1M | $30.1M | ||
| Q4 24 | $56.3M | $38.7M | ||
| Q3 24 | $77.3M | $-13.7M | ||
| Q2 24 | $23.0M | $16.6M | ||
| Q1 24 | $49.9M | $4.1M |
| Q4 25 | $35.1M | $20.7M | ||
| Q3 25 | $65.9M | $18.4M | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | $29.5M | ||
| Q4 24 | $54.0M | $38.2M | ||
| Q3 24 | $74.5M | $-14.1M | ||
| Q2 24 | $21.0M | $15.4M | ||
| Q1 24 | $46.8M | $2.9M |
| Q4 25 | 13.4% | 7.2% | ||
| Q3 25 | 25.7% | 6.4% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | 10.9% | ||
| Q4 24 | 22.3% | 13.5% | ||
| Q3 24 | 31.0% | -5.1% | ||
| Q2 24 | 9.0% | 7.8% | ||
| Q1 24 | 21.0% | 1.7% |
| Q4 25 | 0.3% | 0.3% | ||
| Q3 25 | 1.9% | 0.4% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 0.6% | ||
| Q1 24 | 1.4% | 0.7% |
| Q4 25 | 1.04× | 0.43× | ||
| Q3 25 | 2.01× | 4.32× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 6.82× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| 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% |
QNST
| Financial Service | $216.8M | 75% |
| Home Services And Other Revenue | $71.0M | 25% |
