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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and ServisFirst Bancshares, Inc. (SFBS). 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 $159.0M, roughly 1.6× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 13.2%, a 39.0% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% 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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
ALRM vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $159.0M |
| Net Profit | $34.6M | $83.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 52.2% |
| Revenue YoY | 8.0% | — |
| Net Profit YoY | 14.8% | 31.2% |
| EPS (diluted) | $0.66 | $1.52 |
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.
| Q1 26 | — | $159.0M | ||
| Q4 25 | $261.7M | $162.2M | ||
| Q3 25 | $256.4M | $136.3M | ||
| Q2 25 | $254.3M | $132.1M | ||
| Q1 25 | $238.8M | $131.8M | ||
| Q4 24 | $242.2M | $131.9M | ||
| Q3 24 | $240.5M | $123.7M | ||
| Q2 24 | $233.8M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $34.6M | $86.4M | ||
| Q3 25 | $35.1M | $65.6M | ||
| Q2 25 | $34.2M | $61.4M | ||
| Q1 25 | $27.7M | $63.2M | ||
| Q4 24 | $30.1M | $65.2M | ||
| Q3 24 | $36.7M | $59.9M | ||
| Q2 24 | $33.5M | $52.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 13.4% | 66.3% | ||
| Q3 25 | 14.4% | 57.8% | ||
| Q2 25 | 12.6% | 58.0% | ||
| Q1 25 | 12.4% | 60.0% | ||
| Q4 24 | 12.7% | 60.2% | ||
| Q3 24 | 13.8% | 58.5% | ||
| Q2 24 | 11.0% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 13.2% | 59.0% | ||
| Q3 25 | 13.7% | 48.1% | ||
| Q2 25 | 13.5% | 46.5% | ||
| Q1 25 | 11.6% | 48.0% | ||
| Q4 24 | 12.4% | 52.9% | ||
| Q3 24 | 15.3% | 48.4% | ||
| Q2 24 | 14.3% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.66 | $1.58 | ||
| Q3 25 | $0.65 | $1.20 | ||
| Q2 25 | $0.63 | $1.12 | ||
| Q1 25 | $0.52 | $1.16 | ||
| Q4 24 | $0.56 | $1.19 | ||
| Q3 24 | $0.67 | $1.10 | ||
| Q2 24 | $0.62 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.9B |
| Total Assets | $2.1B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $848.2M | $1.8B | ||
| Q3 25 | $827.2M | $1.8B | ||
| Q2 25 | $797.3M | $1.7B | ||
| Q1 25 | $759.6M | $1.7B | ||
| Q4 24 | $726.5M | $1.6B | ||
| Q3 24 | $690.3M | $1.6B | ||
| Q2 24 | $645.5M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $2.1B | $17.7B | ||
| Q3 25 | $2.1B | $17.6B | ||
| Q2 25 | $2.1B | $17.4B | ||
| Q1 25 | $2.1B | $18.6B | ||
| Q4 24 | $2.0B | $17.4B | ||
| Q3 24 | $2.0B | $16.4B | ||
| Q2 24 | $1.9B | $16.0B |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $355.2M | ||
| Q3 25 | $70.6M | $140.9M | ||
| Q2 25 | $22.7M | $67.6M | ||
| Q1 25 | $24.1M | $48.0M | ||
| Q4 24 | $56.3M | $252.9M | ||
| Q3 24 | $77.3M | $84.0M | ||
| Q2 24 | $23.0M | $48.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.04× | 4.11× | ||
| Q3 25 | 2.01× | 2.15× | ||
| Q2 25 | 0.66× | 1.10× | ||
| Q1 25 | 0.87× | 0.76× | ||
| Q4 24 | 1.87× | 3.88× | ||
| Q3 24 | 2.11× | 1.40× | ||
| Q2 24 | 0.69× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
