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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Root, Inc. (ROOT). Click either name above to swap in a different company.
Root, Inc. is the larger business by last-quarter revenue ($397.0M vs $261.7M, roughly 1.5× Alarm.com Holdings, Inc.). On growth, Root, Inc. posted the faster year-over-year revenue change (21.5% vs 8.0%). Over the past eight quarters, Root, Inc.'s revenue compounded faster (24.8% 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.
Root Insurance Company is an online car insurance company operating in the United States.
ALRM vs ROOT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $397.0M |
| Net Profit | $34.6M | — |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 2.6% |
| Net Margin | 13.2% | — |
| Revenue YoY | 8.0% | 21.5% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.35 |
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 | $397.0M | ||
| Q3 25 | $256.4M | $387.8M | ||
| Q2 25 | $254.3M | $382.9M | ||
| Q1 25 | $238.8M | $349.4M | ||
| Q4 24 | $242.2M | $326.7M | ||
| Q3 24 | $240.5M | $305.7M | ||
| Q2 24 | $233.8M | $289.2M | ||
| Q1 24 | $223.3M | $254.9M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-5.4M | ||
| Q2 25 | $34.2M | $22.0M | ||
| Q1 25 | $27.7M | $18.4M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $22.8M | ||
| Q2 24 | $33.5M | $-7.8M | ||
| Q1 24 | $23.6M | $-6.2M |
| 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% | 2.6% | ||
| Q3 25 | 14.4% | 0.1% | ||
| Q2 25 | 12.6% | 7.1% | ||
| Q1 25 | 12.4% | 6.8% | ||
| Q4 24 | 12.7% | 10.7% | ||
| Q3 24 | 13.8% | 11.3% | ||
| Q2 24 | 11.0% | 1.3% | ||
| Q1 24 | 8.4% | 2.1% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -1.4% | ||
| Q2 25 | 13.5% | 5.7% | ||
| Q1 25 | 11.6% | 5.3% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 7.5% | ||
| Q2 24 | 14.3% | -2.7% | ||
| Q1 24 | 10.6% | -2.4% |
| Q4 25 | $0.66 | $0.35 | ||
| Q3 25 | $0.65 | $-0.35 | ||
| Q2 25 | $0.63 | $1.29 | ||
| Q1 25 | $0.52 | $1.07 | ||
| Q4 24 | $0.56 | $1.42 | ||
| Q3 24 | $0.67 | $1.35 | ||
| Q2 24 | $0.62 | $-0.52 | ||
| Q1 24 | $0.44 | $-0.42 |
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 | $669.3M |
| Total DebtLower is stronger | — | $200.3M |
| Stockholders' EquityBook value | $848.2M | $284.3M |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $669.3M | ||
| Q3 25 | $1.1B | $653.3M | ||
| Q2 25 | $1.0B | $641.4M | ||
| Q1 25 | $1.2B | $609.4M | ||
| Q4 24 | $1.2B | $599.3M | ||
| Q3 24 | $1.2B | $674.8M | ||
| Q2 24 | $1.1B | $667.2M | ||
| Q1 24 | $747.9M | $640.5M |
| Q4 25 | — | $200.3M | ||
| Q3 25 | — | $200.4M | ||
| Q2 25 | — | $200.1M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | — | $300.9M | ||
| Q2 24 | — | $300.1M | ||
| Q1 24 | — | $299.3M |
| Q4 25 | $848.2M | $284.3M | ||
| Q3 25 | $827.2M | $265.0M | ||
| Q2 25 | $797.3M | $244.5M | ||
| Q1 25 | $759.6M | $228.7M | ||
| Q4 24 | $726.5M | $203.7M | ||
| Q3 24 | $690.3M | $181.9M | ||
| Q2 24 | $645.5M | $151.3M | ||
| Q1 24 | $728.1M | $165.7M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.5B | $1.4B |
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 1.81× |
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 | $206.5M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | 0.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $206.5M | ||
| Q3 25 | $70.6M | $57.6M | ||
| Q2 25 | $22.7M | $52.0M | ||
| Q1 25 | $24.1M | $26.8M | ||
| Q4 24 | $56.3M | $195.7M | ||
| Q3 24 | $77.3M | $49.4M | ||
| Q2 24 | $23.0M | $62.6M | ||
| Q1 24 | $49.9M | $14.5M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $54.0M | $195.3M | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | $62.4M | ||
| Q1 24 | $46.8M | $14.3M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 22.3% | 59.8% | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | 21.6% | ||
| Q1 24 | 21.0% | 5.6% |
| Q4 25 | 0.3% | 0.0% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.2% | 0.0% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.4% | 0.1% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 2.36× | ||
| Q1 25 | 0.87× | 1.46× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 2.17× | ||
| 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% |
ROOT
Segment breakdown not available.
