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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 5.7%, a 7.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
ALRM vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $324.4M |
| Net Profit | $34.6M | $18.6M |
| Gross Margin | 66.0% | 53.3% |
| Operating Margin | 13.4% | 6.3% |
| Net Margin | 13.2% | 5.7% |
| Revenue YoY | 8.0% | 10.4% |
| Net Profit YoY | 14.8% | 50.4% |
| EPS (diluted) | $0.66 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $256.4M | $295.6M | ||
| Q2 25 | $254.3M | $309.0M | ||
| Q1 25 | $238.8M | $296.7M | ||
| Q4 24 | $242.2M | $293.7M | ||
| Q3 24 | $240.5M | $283.1M | ||
| Q2 24 | $233.8M | $282.5M | ||
| Q1 24 | $223.3M | $270.6M |
| Q4 25 | $34.6M | $18.6M | ||
| Q3 25 | $35.1M | $21.2M | ||
| Q2 25 | $34.2M | $10.2M | ||
| Q1 25 | $27.7M | $11.8M | ||
| Q4 24 | $30.1M | $12.3M | ||
| Q3 24 | $36.7M | $11.0M | ||
| Q2 24 | $33.5M | $15.4M | ||
| Q1 24 | $23.6M | $10.9M |
| Q4 25 | 66.0% | 53.3% | ||
| Q3 25 | 65.8% | 54.6% | ||
| Q2 25 | 65.6% | 54.1% | ||
| Q1 25 | 67.2% | 52.0% | ||
| Q4 24 | 65.5% | 52.5% | ||
| Q3 24 | 64.8% | 51.2% | ||
| Q2 24 | 65.2% | 54.0% | ||
| Q1 24 | 65.7% | 52.3% |
| Q4 25 | 13.4% | 6.3% | ||
| Q3 25 | 14.4% | 7.1% | ||
| Q2 25 | 12.6% | 5.8% | ||
| Q1 25 | 12.4% | 5.0% | ||
| Q4 24 | 12.7% | 3.9% | ||
| Q3 24 | 13.8% | 5.0% | ||
| Q2 24 | 11.0% | 5.8% | ||
| Q1 24 | 8.4% | 3.4% |
| Q4 25 | 13.2% | 5.7% | ||
| Q3 25 | 13.7% | 7.2% | ||
| Q2 25 | 13.5% | 3.3% | ||
| Q1 25 | 11.6% | 4.0% | ||
| Q4 24 | 12.4% | 4.2% | ||
| Q3 24 | 15.3% | 3.9% | ||
| Q2 24 | 14.3% | 5.4% | ||
| Q1 24 | 10.6% | 4.0% |
| Q4 25 | $0.66 | $0.27 | ||
| Q3 25 | $0.65 | $0.29 | ||
| Q2 25 | $0.63 | $0.14 | ||
| Q1 25 | $0.52 | $0.16 | ||
| Q4 24 | $0.56 | $0.18 | ||
| Q3 24 | $0.67 | $0.15 | ||
| Q2 24 | $0.62 | $0.21 | ||
| Q1 24 | $0.44 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $512.5M |
| Total Assets | $2.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $292.3M | ||
| Q3 25 | $1.1B | $315.4M | ||
| Q2 25 | $1.0B | $310.7M | ||
| Q1 25 | $1.2B | $300.8M | ||
| Q4 24 | $1.2B | $256.6M | ||
| Q3 24 | $1.2B | $252.8M | ||
| Q2 24 | $1.1B | $244.7M | ||
| Q1 24 | $747.9M | $273.4M |
| Q4 25 | $848.2M | $512.5M | ||
| Q3 25 | $827.2M | $490.2M | ||
| Q2 25 | $797.3M | $468.6M | ||
| Q1 25 | $759.6M | $453.4M | ||
| Q4 24 | $726.5M | $437.8M | ||
| Q3 24 | $690.3M | $420.8M | ||
| Q2 24 | $645.5M | $405.8M | ||
| Q1 24 | $728.1M | $389.9M |
| Q4 25 | $2.1B | $765.0M | ||
| Q3 25 | $2.1B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.0B | $665.5M | ||
| Q3 24 | $2.0B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $1.5B | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $35.1M | $-13.3M |
| FCF MarginFCF / Revenue | 13.4% | -4.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.04× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-10.2M | ||
| Q3 25 | $70.6M | $11.8M | ||
| Q2 25 | $22.7M | $12.6M | ||
| Q1 25 | $24.1M | $45.1M | ||
| Q4 24 | $56.3M | $3.9M | ||
| Q3 24 | $77.3M | $9.1M | ||
| Q2 24 | $23.0M | $-24.7M | ||
| Q1 24 | $49.9M | $38.4M |
| Q4 25 | $35.1M | $-13.3M | ||
| Q3 25 | $65.9M | $7.5M | ||
| Q2 25 | $18.2M | $10.4M | ||
| Q1 25 | $17.9M | $43.4M | ||
| Q4 24 | $54.0M | $2.1M | ||
| Q3 24 | $74.5M | $8.0M | ||
| Q2 24 | $21.0M | $-25.7M | ||
| Q1 24 | $46.8M | $36.7M |
| Q4 25 | 13.4% | -4.1% | ||
| Q3 25 | 25.7% | 2.5% | ||
| Q2 25 | 7.1% | 3.4% | ||
| Q1 25 | 7.5% | 14.6% | ||
| Q4 24 | 22.3% | 0.7% | ||
| Q3 24 | 31.0% | 2.8% | ||
| Q2 24 | 9.0% | -9.1% | ||
| Q1 24 | 21.0% | 13.5% |
| Q4 25 | 0.3% | 1.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 2.6% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 1.2% | 0.4% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | 1.4% | 0.6% |
| Q4 25 | 1.04× | -0.55× | ||
| Q3 25 | 2.01× | 0.56× | ||
| Q2 25 | 0.66× | 1.24× | ||
| Q1 25 | 0.87× | 3.82× | ||
| Q4 24 | 1.87× | 0.32× | ||
| Q3 24 | 2.11× | 0.83× | ||
| Q2 24 | 0.69× | -1.60× | ||
| Q1 24 | 2.11× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
