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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and STURM RUGER & CO INC (RGR). 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 $151.1M, roughly 1.7× STURM RUGER & CO INC). On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 3.6%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $12.3M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
ALRM vs RGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $151.1M |
| Net Profit | $34.6M | — |
| Gross Margin | 66.0% | 17.8% |
| Operating Margin | 13.4% | 2.3% |
| Net Margin | 13.2% | — |
| Revenue YoY | 8.0% | 3.6% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $256.4M | $126.8M | ||
| Q2 25 | $254.3M | $132.5M | ||
| Q1 25 | $238.8M | $135.7M | ||
| Q4 24 | $242.2M | $145.8M | ||
| Q3 24 | $240.5M | $122.3M | ||
| Q2 24 | $233.8M | $130.8M | ||
| Q1 24 | $223.3M | $136.8M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $1.6M | ||
| Q2 25 | $34.2M | $-17.2M | ||
| Q1 25 | $27.7M | $7.8M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $4.7M | ||
| Q2 24 | $33.5M | $8.3M | ||
| Q1 24 | $23.6M | $7.1M |
| Q4 25 | 66.0% | 17.8% | ||
| Q3 25 | 65.8% | 15.1% | ||
| Q2 25 | 65.6% | 3.9% | ||
| Q1 25 | 67.2% | 22.0% | ||
| Q4 24 | 65.5% | 22.8% | ||
| Q3 24 | 64.8% | 18.5% | ||
| Q2 24 | 65.2% | 22.3% | ||
| Q1 24 | 65.7% | 21.5% |
| Q4 25 | 13.4% | 2.3% | ||
| Q3 25 | 14.4% | -2.7% | ||
| Q2 25 | 12.6% | -15.6% | ||
| Q1 25 | 12.4% | 6.2% | ||
| Q4 24 | 12.7% | 7.8% | ||
| Q3 24 | 13.8% | 3.1% | ||
| Q2 24 | 11.0% | 6.9% | ||
| Q1 24 | 8.4% | 5.5% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | 1.2% | ||
| Q2 25 | 13.5% | -13.0% | ||
| Q1 25 | 11.6% | 5.7% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 3.9% | ||
| Q2 24 | 14.3% | 6.3% | ||
| Q1 24 | 10.6% | 5.2% |
| Q4 25 | $0.66 | $0.22 | ||
| Q3 25 | $0.65 | $0.10 | ||
| Q2 25 | $0.63 | $-1.05 | ||
| Q1 25 | $0.52 | $0.46 | ||
| Q4 24 | $0.56 | $0.62 | ||
| Q3 24 | $0.67 | $0.28 | ||
| Q2 24 | $0.62 | $0.47 | ||
| Q1 24 | $0.44 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $283.8M |
| Total Assets | $2.1B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $92.5M | ||
| Q3 25 | $1.1B | $80.8M | ||
| Q2 25 | $1.0B | $101.4M | ||
| Q1 25 | $1.2B | $108.3M | ||
| Q4 24 | $1.2B | $105.5M | ||
| Q3 24 | $1.2B | $96.0M | ||
| Q2 24 | $1.1B | $105.6M | ||
| Q1 24 | $747.9M | $115.3M |
| Q4 25 | $848.2M | $283.8M | ||
| Q3 25 | $827.2M | $279.6M | ||
| Q2 25 | $797.3M | $289.3M | ||
| Q1 25 | $759.6M | $321.5M | ||
| Q4 24 | $726.5M | $319.6M | ||
| Q3 24 | $690.3M | $314.9M | ||
| Q2 24 | $645.5M | $321.5M | ||
| Q1 24 | $728.1M | $332.0M |
| Q4 25 | $2.1B | $342.0M | ||
| Q3 25 | $2.1B | $342.3M | ||
| Q2 25 | $2.1B | $349.5M | ||
| Q1 25 | $2.1B | $379.0M | ||
| Q4 24 | $2.0B | $384.0M | ||
| Q3 24 | $2.0B | $373.5M | ||
| Q2 24 | $1.9B | $376.7M | ||
| Q1 24 | $1.5B | $385.0M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | $35.1M | $12.3M |
| FCF MarginFCF / Revenue | 13.4% | 8.2% |
| Capex IntensityCapex / Revenue | 0.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $15.5M | ||
| Q3 25 | $70.6M | $12.9M | ||
| Q2 25 | $22.7M | $14.7M | ||
| Q1 25 | $24.1M | $11.1M | ||
| Q4 24 | $56.3M | $20.0M | ||
| Q3 24 | $77.3M | $9.4M | ||
| Q2 24 | $23.0M | $18.7M | ||
| Q1 24 | $49.9M | $7.3M |
| Q4 25 | $35.1M | $12.3M | ||
| Q3 25 | $65.9M | $7.0M | ||
| Q2 25 | $18.2M | $9.1M | ||
| Q1 25 | $17.9M | $10.0M | ||
| Q4 24 | $54.0M | $16.4M | ||
| Q3 24 | $74.5M | $2.6M | ||
| Q2 24 | $21.0M | $10.1M | ||
| Q1 24 | $46.8M | $5.6M |
| Q4 25 | 13.4% | 8.2% | ||
| Q3 25 | 25.7% | 5.5% | ||
| Q2 25 | 7.1% | 6.9% | ||
| Q1 25 | 7.5% | 7.4% | ||
| Q4 24 | 22.3% | 11.2% | ||
| Q3 24 | 31.0% | 2.1% | ||
| Q2 24 | 9.0% | 7.7% | ||
| Q1 24 | 21.0% | 4.1% |
| Q4 25 | 0.3% | 2.1% | ||
| Q3 25 | 1.9% | 4.6% | ||
| Q2 25 | 1.8% | 4.2% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 0.9% | 2.5% | ||
| Q3 24 | 1.2% | 5.5% | ||
| Q2 24 | 0.9% | 6.6% | ||
| Q1 24 | 1.4% | 1.3% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 8.15× | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 1.43× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 1.98× | ||
| Q2 24 | 0.69× | 2.27× | ||
| Q1 24 | 2.11× | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
