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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and SIMMONS FIRST NATIONAL CORP (SFNC). 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 $197.3M, roughly 1.3× SIMMONS FIRST NATIONAL CORP). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 8.0%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
ALRM vs SFNC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $197.3M |
| Net Profit | $34.6M | — |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | — |
| Revenue YoY | 8.0% | 19.6% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $256.4M | $186.7M | ||
| Q2 25 | $254.3M | $214.2M | ||
| Q1 25 | $238.8M | $209.6M | ||
| Q4 24 | $242.2M | $208.5M | ||
| Q3 24 | $240.5M | $174.8M | ||
| Q2 24 | $233.8M | $197.2M | ||
| Q1 24 | $223.3M | $195.1M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-562.8M | ||
| Q2 25 | $34.2M | $54.8M | ||
| Q1 25 | $27.7M | $32.4M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $24.7M | ||
| Q2 24 | $33.5M | $40.8M | ||
| Q1 24 | $23.6M | $38.9M |
| 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% | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -301.5% | ||
| Q2 25 | 13.5% | 25.6% | ||
| Q1 25 | 11.6% | 15.5% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | 14.1% | ||
| Q2 24 | 14.3% | 20.7% | ||
| Q1 24 | 10.6% | 19.9% |
| Q4 25 | $0.66 | $0.36 | ||
| Q3 25 | $0.65 | $-4.00 | ||
| Q2 25 | $0.63 | $0.43 | ||
| Q1 25 | $0.52 | $0.26 | ||
| Q4 24 | $0.56 | $0.38 | ||
| Q3 24 | $0.67 | $0.20 | ||
| Q2 24 | $0.62 | $0.32 | ||
| Q1 24 | $0.44 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $848.2M | $3.4B |
| Total Assets | $2.1B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $747.9M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $848.2M | $3.4B | ||
| Q3 25 | $827.2M | $3.4B | ||
| Q2 25 | $797.3M | $3.5B | ||
| Q1 25 | $759.6M | $3.5B | ||
| Q4 24 | $726.5M | $3.5B | ||
| Q3 24 | $690.3M | $3.5B | ||
| Q2 24 | $645.5M | $3.5B | ||
| Q1 24 | $728.1M | $3.4B |
| Q4 25 | $2.1B | $24.5B | ||
| Q3 25 | $2.1B | $24.2B | ||
| Q2 25 | $2.1B | $26.7B | ||
| Q1 25 | $2.1B | $26.8B | ||
| Q4 24 | $2.0B | $26.9B | ||
| Q3 24 | $2.0B | $27.3B | ||
| Q2 24 | $1.9B | $27.4B | ||
| Q1 24 | $1.5B | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $35.1M | $411.4M |
| FCF MarginFCF / Revenue | 13.4% | 208.5% |
| Capex IntensityCapex / Revenue | 0.3% | 19.3% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $449.5M | ||
| Q3 25 | $70.6M | $223.4M | ||
| Q2 25 | $22.7M | $77.6M | ||
| Q1 25 | $24.1M | $32.8M | ||
| Q4 24 | $56.3M | $425.9M | ||
| Q3 24 | $77.3M | $199.4M | ||
| Q2 24 | $23.0M | $86.1M | ||
| Q1 24 | $49.9M | $57.6M |
| Q4 25 | $35.1M | $411.4M | ||
| Q3 25 | $65.9M | $216.7M | ||
| Q2 25 | $18.2M | $66.3M | ||
| Q1 25 | $17.9M | $22.6M | ||
| Q4 24 | $54.0M | $380.4M | ||
| Q3 24 | $74.5M | $187.7M | ||
| Q2 24 | $21.0M | $72.7M | ||
| Q1 24 | $46.8M | $47.7M |
| Q4 25 | 13.4% | 208.5% | ||
| Q3 25 | 25.7% | 116.1% | ||
| Q2 25 | 7.1% | 31.0% | ||
| Q1 25 | 7.5% | 10.8% | ||
| Q4 24 | 22.3% | 182.5% | ||
| Q3 24 | 31.0% | 107.4% | ||
| Q2 24 | 9.0% | 36.9% | ||
| Q1 24 | 21.0% | 24.5% |
| Q4 25 | 0.3% | 19.3% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 1.8% | 5.3% | ||
| Q1 25 | 2.6% | 4.8% | ||
| Q4 24 | 0.9% | 21.8% | ||
| Q3 24 | 1.2% | 6.7% | ||
| Q2 24 | 0.9% | 6.8% | ||
| Q1 24 | 1.4% | 5.0% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 1.42× | ||
| Q1 25 | 0.87× | 1.01× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 8.06× | ||
| Q2 24 | 0.69× | 2.11× | ||
| Q1 24 | 2.11× | 1.48× |
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% |
SFNC
Segment breakdown not available.
