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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Smith Douglas Homes Corp. (SDHC). 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 $260.4M, roughly 1.0× Smith Douglas Homes Corp.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 1.4%, a 11.9% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -9.4%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
ALRM vs SDHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $260.4M |
| Net Profit | $34.6M | $3.5M |
| Gross Margin | 66.0% | 19.9% |
| Operating Margin | 13.4% | 6.5% |
| Net Margin | 13.2% | 1.4% |
| Revenue YoY | 8.0% | -9.4% |
| Net Profit YoY | 14.8% | -14.3% |
| EPS (diluted) | $0.66 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $256.4M | $262.0M | ||
| Q2 25 | $254.3M | $223.9M | ||
| Q1 25 | $238.8M | $224.7M | ||
| Q4 24 | $242.2M | $287.5M | ||
| Q3 24 | $240.5M | $277.8M | ||
| Q2 24 | $233.8M | $220.9M | ||
| Q1 24 | $223.3M | $189.2M |
| Q4 25 | $34.6M | $3.5M | ||
| Q3 25 | $35.1M | $2.1M | ||
| Q2 25 | $34.2M | $2.4M | ||
| Q1 25 | $27.7M | $2.7M | ||
| Q4 24 | $30.1M | $4.1M | ||
| Q3 24 | $36.7M | $5.3M | ||
| Q2 24 | $33.5M | $3.6M | ||
| Q1 24 | $23.6M | $3.0M |
| Q4 25 | 66.0% | 19.9% | ||
| Q3 25 | 65.8% | 21.0% | ||
| Q2 25 | 65.6% | 23.2% | ||
| Q1 25 | 67.2% | 23.8% | ||
| Q4 24 | 65.5% | 25.5% | ||
| Q3 24 | 64.8% | 26.5% | ||
| Q2 24 | 65.2% | 26.7% | ||
| Q1 24 | 65.7% | 26.1% |
| Q4 25 | 13.4% | 6.5% | ||
| Q3 25 | 14.4% | 6.6% | ||
| Q2 25 | 12.6% | 7.7% | ||
| Q1 25 | 12.4% | 8.7% | ||
| Q4 24 | 12.7% | 10.4% | ||
| Q3 24 | 13.8% | 14.2% | ||
| Q2 24 | 11.0% | 11.7% | ||
| Q1 24 | 8.4% | 11.3% |
| Q4 25 | 13.2% | 1.4% | ||
| Q3 25 | 13.7% | 0.8% | ||
| Q2 25 | 13.5% | 1.1% | ||
| Q1 25 | 11.6% | 1.2% | ||
| Q4 24 | 12.4% | 1.4% | ||
| Q3 24 | 15.3% | 1.9% | ||
| Q2 24 | 14.3% | 1.7% | ||
| Q1 24 | 10.6% | 1.6% |
| Q4 25 | $0.66 | $0.39 | ||
| Q3 25 | $0.65 | $0.24 | ||
| Q2 25 | $0.63 | $0.26 | ||
| Q1 25 | $0.52 | $0.30 | ||
| Q4 24 | $0.56 | $0.50 | ||
| Q3 24 | $0.67 | $0.58 | ||
| Q2 24 | $0.62 | $0.40 | ||
| Q1 24 | $0.44 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $86.7M |
| Total Assets | $2.1B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $12.7M | ||
| Q3 25 | $1.1B | $14.8M | ||
| Q2 25 | $1.0B | $16.8M | ||
| Q1 25 | $1.2B | $12.7M | ||
| Q4 24 | $1.2B | $22.4M | ||
| Q3 24 | $1.2B | $23.7M | ||
| Q2 24 | $1.1B | $17.3M | ||
| Q1 24 | $747.9M | $32.8M |
| Q4 25 | $848.2M | $86.7M | ||
| Q3 25 | $827.2M | $82.2M | ||
| Q2 25 | $797.3M | $80.0M | ||
| Q1 25 | $759.6M | $76.9M | ||
| Q4 24 | $726.5M | $73.6M | ||
| Q3 24 | $690.3M | $68.4M | ||
| Q2 24 | $645.5M | $62.1M | ||
| Q1 24 | $728.1M | $59.7M |
| Q4 25 | $2.1B | $557.6M | ||
| Q3 25 | $2.1B | $571.6M | ||
| Q2 25 | $2.1B | $570.2M | ||
| Q1 25 | $2.1B | $513.9M | ||
| Q4 24 | $2.0B | $475.9M | ||
| Q3 24 | $2.0B | $460.1M | ||
| Q2 24 | $1.9B | $429.3M | ||
| Q1 24 | $1.5B | $401.3M |
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 | $9.8M |
| Free Cash FlowOCF − Capex | $35.1M | $8.7M |
| FCF MarginFCF / Revenue | 13.4% | 3.4% |
| Capex IntensityCapex / Revenue | 0.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.04× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $9.8M | ||
| Q3 25 | $70.6M | $22.8M | ||
| Q2 25 | $22.7M | $-28.9M | ||
| Q1 25 | $24.1M | $-34.9M | ||
| Q4 24 | $56.3M | $5.5M | ||
| Q3 24 | $77.3M | $22.9M | ||
| Q2 24 | $23.0M | $39.0K | ||
| Q1 24 | $49.9M | $-9.3M |
| Q4 25 | $35.1M | $8.7M | ||
| Q3 25 | $65.9M | $21.4M | ||
| Q2 25 | $18.2M | $-31.1M | ||
| Q1 25 | $17.9M | $-35.9M | ||
| Q4 24 | $54.0M | $4.8M | ||
| Q3 24 | $74.5M | $22.3M | ||
| Q2 24 | $21.0M | $-2.1M | ||
| Q1 24 | $46.8M | $-9.7M |
| Q4 25 | 13.4% | 3.4% | ||
| Q3 25 | 25.7% | 8.2% | ||
| Q2 25 | 7.1% | -13.9% | ||
| Q1 25 | 7.5% | -16.0% | ||
| Q4 24 | 22.3% | 1.7% | ||
| Q3 24 | 31.0% | 8.0% | ||
| Q2 24 | 9.0% | -1.0% | ||
| Q1 24 | 21.0% | -5.1% |
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 1.0% | ||
| Q1 24 | 1.4% | 0.2% |
| Q4 25 | 1.04× | 2.77× | ||
| Q3 25 | 2.01× | 10.70× | ||
| Q2 25 | 0.66× | -12.24× | ||
| Q1 25 | 0.87× | -13.01× | ||
| Q4 24 | 1.87× | 1.33× | ||
| Q3 24 | 2.11× | 4.28× | ||
| Q2 24 | 0.69× | 0.01× | ||
| Q1 24 | 2.11× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
