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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and STONERIDGE INC (SRI). 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 $205.2M, roughly 1.3× STONERIDGE INC). On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -6.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $2.6M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
ALRM vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $205.2M |
| Net Profit | $34.6M | — |
| Gross Margin | 66.0% | 16.2% |
| Operating Margin | 13.4% | -14.4% |
| Net Margin | 13.2% | — |
| Revenue YoY | 8.0% | -6.0% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $256.4M | $210.3M | ||
| Q2 25 | $254.3M | $228.0M | ||
| Q1 25 | $238.8M | $217.9M | ||
| Q4 24 | $242.2M | $218.2M | ||
| Q3 24 | $240.5M | $213.8M | ||
| Q2 24 | $233.8M | $237.1M | ||
| Q1 24 | $223.3M | $239.2M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $-9.4M | ||
| Q2 25 | $34.2M | $-9.4M | ||
| Q1 25 | $27.7M | $-7.2M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $36.7M | $-7.1M | ||
| Q2 24 | $33.5M | $2.8M | ||
| Q1 24 | $23.6M | $-6.1M |
| Q4 25 | 66.0% | 16.2% | ||
| Q3 25 | 65.8% | 20.3% | ||
| Q2 25 | 65.6% | 21.5% | ||
| Q1 25 | 67.2% | 21.2% | ||
| Q4 24 | 65.5% | 19.5% | ||
| Q3 24 | 64.8% | 20.8% | ||
| Q2 24 | 65.2% | 22.7% | ||
| Q1 24 | 65.7% | 20.2% |
| Q4 25 | 13.4% | -14.4% | ||
| Q3 25 | 14.4% | -1.6% | ||
| Q2 25 | 12.6% | -1.1% | ||
| Q1 25 | 12.4% | -1.5% | ||
| Q4 24 | 12.7% | -2.0% | ||
| Q3 24 | 13.8% | 0.1% | ||
| Q2 24 | 11.0% | 1.4% | ||
| Q1 24 | 8.4% | 0.1% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | -4.5% | ||
| Q2 25 | 13.5% | -4.1% | ||
| Q1 25 | 11.6% | -3.3% | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 15.3% | -3.3% | ||
| Q2 24 | 14.3% | 1.2% | ||
| Q1 24 | 10.6% | -2.6% |
| Q4 25 | $0.66 | $-2.76 | ||
| Q3 25 | $0.65 | $-0.34 | ||
| Q2 25 | $0.63 | $-0.34 | ||
| Q1 25 | $0.52 | $-0.26 | ||
| Q4 24 | $0.56 | $-0.22 | ||
| Q3 24 | $0.67 | $-0.26 | ||
| Q2 24 | $0.62 | $0.10 | ||
| Q1 24 | $0.44 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $848.2M | $179.8M |
| Total Assets | $2.1B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $66.3M | ||
| Q3 25 | $1.1B | $54.0M | ||
| Q2 25 | $1.0B | $49.8M | ||
| Q1 25 | $1.2B | $79.1M | ||
| Q4 24 | $1.2B | $71.8M | ||
| Q3 24 | $1.2B | $54.1M | ||
| Q2 24 | $1.1B | $42.1M | ||
| Q1 24 | $747.9M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $179.8M | ||
| Q3 25 | $827.2M | $251.2M | ||
| Q2 25 | $797.3M | $260.5M | ||
| Q1 25 | $759.6M | $253.1M | ||
| Q4 24 | $726.5M | $245.3M | ||
| Q3 24 | $690.3M | $271.4M | ||
| Q2 24 | $645.5M | $270.5M | ||
| Q1 24 | $728.1M | $277.3M |
| Q4 25 | $2.1B | $551.2M | ||
| Q3 25 | $2.1B | $632.1M | ||
| Q2 25 | $2.1B | $639.4M | ||
| Q1 25 | $2.1B | $657.4M | ||
| Q4 24 | $2.0B | $621.6M | ||
| Q3 24 | $2.0B | $662.5M | ||
| Q2 24 | $1.9B | $666.7M | ||
| Q1 24 | $1.5B | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $8.8M |
| Free Cash FlowOCF − Capex | $35.1M | $2.6M |
| FCF MarginFCF / Revenue | 13.4% | 1.3% |
| Capex IntensityCapex / Revenue | 0.3% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $8.8M | ||
| Q3 25 | $70.6M | $3.6M | ||
| Q2 25 | $22.7M | $10.7M | ||
| Q1 25 | $24.1M | $10.9M | ||
| Q4 24 | $56.3M | $19.2M | ||
| Q3 24 | $77.3M | $10.8M | ||
| Q2 24 | $23.0M | $8.7M | ||
| Q1 24 | $49.9M | $9.1M |
| Q4 25 | $35.1M | $2.6M | ||
| Q3 25 | $65.9M | $-2.7M | ||
| Q2 25 | $18.2M | $7.4M | ||
| Q1 25 | $17.9M | $4.8M | ||
| Q4 24 | $54.0M | $14.0M | ||
| Q3 24 | $74.5M | $4.6M | ||
| Q2 24 | $21.0M | $1.5M | ||
| Q1 24 | $46.8M | $3.3M |
| Q4 25 | 13.4% | 1.3% | ||
| Q3 25 | 25.7% | -1.3% | ||
| Q2 25 | 7.1% | 3.3% | ||
| Q1 25 | 7.5% | 2.2% | ||
| Q4 24 | 22.3% | 6.4% | ||
| Q3 24 | 31.0% | 2.2% | ||
| Q2 24 | 9.0% | 0.6% | ||
| Q1 24 | 21.0% | 1.4% |
| Q4 25 | 0.3% | 3.0% | ||
| Q3 25 | 1.9% | 3.0% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 1.2% | 2.9% | ||
| Q2 24 | 0.9% | 3.0% | ||
| Q1 24 | 1.4% | 2.4% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
