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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and BRC Group Holdings, Inc. (RILY). 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 $188.3M, roughly 1.4× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 13.2%, a 34.7% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -21.9%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -15.4%).
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.
ALRM vs RILY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $188.3M |
| Net Profit | $34.6M | $90.3M |
| Gross Margin | 66.0% | 79.5% |
| Operating Margin | 13.4% | 32.3% |
| Net Margin | 13.2% | 47.9% |
| Revenue YoY | 8.0% | -21.9% |
| Net Profit YoY | 14.8% | 1710.8% |
| EPS (diluted) | $0.66 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $256.4M | $215.3M | ||
| Q2 25 | $254.3M | $188.2M | ||
| Q1 25 | $238.8M | $197.2M | ||
| Q4 24 | $242.2M | $241.0M | ||
| Q3 24 | $240.5M | $225.5M | ||
| Q2 24 | $233.8M | $256.0M | ||
| Q1 24 | $223.3M | $263.4M |
| Q4 25 | $34.6M | $90.3M | ||
| Q3 25 | $35.1M | $91.1M | ||
| Q2 25 | $34.2M | $139.5M | ||
| Q1 25 | $27.7M | $-10.0M | ||
| Q4 24 | $30.1M | $-5.6M | ||
| Q3 24 | $36.7M | $-284.4M | ||
| Q2 24 | $33.5M | $-433.6M | ||
| Q1 24 | $23.6M | $-49.2M |
| Q4 25 | 66.0% | 79.5% | ||
| Q3 25 | 65.8% | 83.7% | ||
| Q2 25 | 65.6% | 81.3% | ||
| Q1 25 | 67.2% | 81.4% | ||
| Q4 24 | 65.5% | 79.8% | ||
| Q3 24 | 64.8% | 82.1% | ||
| Q2 24 | 65.2% | 84.5% | ||
| Q1 24 | 65.7% | 85.3% |
| Q4 25 | 13.4% | 32.3% | ||
| Q3 25 | 14.4% | 30.4% | ||
| Q2 25 | 12.6% | 5.7% | ||
| Q1 25 | 12.4% | -31.2% | ||
| Q4 24 | 12.7% | -69.2% | ||
| Q3 24 | 13.8% | -36.4% | ||
| Q2 24 | 11.0% | -90.8% | ||
| Q1 24 | 8.4% | -6.1% |
| Q4 25 | 13.2% | 47.9% | ||
| Q3 25 | 13.7% | 42.3% | ||
| Q2 25 | 13.5% | 74.1% | ||
| Q1 25 | 11.6% | -5.1% | ||
| Q4 24 | 12.4% | -2.3% | ||
| Q3 24 | 15.3% | -126.1% | ||
| Q2 24 | 14.3% | -169.4% | ||
| Q1 24 | 10.6% | -18.7% |
| Q4 25 | $0.66 | $2.78 | ||
| Q3 25 | $0.65 | $2.91 | ||
| Q2 25 | $0.63 | $4.50 | ||
| Q1 25 | $0.52 | $-0.39 | ||
| Q4 24 | $0.56 | $-0.01 | ||
| Q3 24 | $0.67 | $-9.39 | ||
| Q2 24 | $0.62 | $-14.35 | ||
| Q1 24 | $0.44 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $848.2M | $-171.5M |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $226.6M | ||
| Q3 25 | $1.1B | $184.2M | ||
| Q2 25 | $1.0B | $267.4M | ||
| Q1 25 | $1.2B | $138.3M | ||
| Q4 24 | $1.2B | $146.9M | ||
| Q3 24 | $1.2B | $159.2M | ||
| Q2 24 | $1.1B | $236.9M | ||
| Q1 24 | $747.9M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $-171.5M | ||
| Q3 25 | $827.2M | $-260.5M | ||
| Q2 25 | $797.3M | $-351.7M | ||
| Q1 25 | $759.6M | $-496.8M | ||
| Q4 24 | $726.5M | $-488.2M | ||
| Q3 24 | $690.3M | $-497.6M | ||
| Q2 24 | $645.5M | $-218.3M | ||
| Q1 24 | $728.1M | $228.4M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $1.9B | $3.2B | ||
| Q1 24 | $1.5B | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $26.2M | ||
| Q3 25 | $70.6M | $-60.6M | ||
| Q2 25 | $22.7M | $-25.6M | ||
| Q1 25 | $24.1M | $184.0K | ||
| Q4 24 | $56.3M | $-2.7M | ||
| Q3 24 | $77.3M | $19.5M | ||
| Q2 24 | $23.0M | $111.5M | ||
| Q1 24 | $49.9M | $135.4M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | — | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | 0.29× | ||
| Q3 25 | 2.01× | -0.66× | ||
| Q2 25 | 0.66× | -0.18× | ||
| Q1 25 | 0.87× | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
