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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and STAG Industrial, Inc. (STAG). 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 $224.2M, roughly 1.2× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 13.2%, a 14.4% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs 8.0%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
ALRM vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $224.2M |
| Net Profit | $34.6M | $62.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 27.6% |
| Revenue YoY | 8.0% | 9.1% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $261.7M | $220.9M | ||
| Q3 25 | $256.4M | $211.1M | ||
| Q2 25 | $254.3M | $207.6M | ||
| Q1 25 | $238.8M | $205.6M | ||
| Q4 24 | $242.2M | $199.3M | ||
| Q3 24 | $240.5M | $190.7M | ||
| Q2 24 | $233.8M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $34.6M | $83.5M | ||
| Q3 25 | $35.1M | $48.6M | ||
| Q2 25 | $34.2M | $50.0M | ||
| Q1 25 | $27.7M | $91.4M | ||
| Q4 24 | $30.1M | $51.0M | ||
| Q3 24 | $36.7M | $41.9M | ||
| Q2 24 | $33.5M | $59.8M |
| 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% | — | ||
| 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 26 | — | 27.6% | ||
| Q4 25 | 13.2% | 37.8% | ||
| Q3 25 | 13.7% | 23.0% | ||
| Q2 25 | 13.5% | 24.1% | ||
| Q1 25 | 11.6% | 44.5% | ||
| Q4 24 | 12.4% | 25.6% | ||
| Q3 24 | 15.3% | 21.9% | ||
| Q2 24 | 14.3% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.56 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.62 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $3.6B |
| Total Assets | $2.1B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $960.6M | $14.9M | ||
| Q3 25 | $1.1B | $17.3M | ||
| Q2 25 | $1.0B | $15.4M | ||
| Q1 25 | $1.2B | $9.3M | ||
| Q4 24 | $1.2B | $36.3M | ||
| Q3 24 | $1.2B | $70.0M | ||
| Q2 24 | $1.1B | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $848.2M | $3.6B | ||
| Q3 25 | $827.2M | $3.4B | ||
| Q2 25 | $797.3M | $3.4B | ||
| Q1 25 | $759.6M | $3.5B | ||
| Q4 24 | $726.5M | $3.5B | ||
| Q3 24 | $690.3M | $3.3B | ||
| Q2 24 | $645.5M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.1B | $7.2B | ||
| Q3 25 | $2.1B | $6.9B | ||
| Q2 25 | $2.1B | $6.8B | ||
| Q1 25 | $2.1B | $6.8B | ||
| Q4 24 | $2.0B | $6.8B | ||
| Q3 24 | $2.0B | $6.6B | ||
| Q2 24 | $1.9B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $70.6M | $143.5M | ||
| Q2 25 | $22.7M | $111.9M | ||
| Q1 25 | $24.1M | $103.5M | ||
| Q4 24 | $56.3M | $104.9M | ||
| Q3 24 | $77.3M | $128.0M | ||
| Q2 24 | $23.0M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $43.8M | ||
| Q3 25 | $65.9M | $95.5M | ||
| Q2 25 | $18.2M | $62.3M | ||
| Q1 25 | $17.9M | $57.2M | ||
| Q4 24 | $54.0M | $37.6M | ||
| Q3 24 | $74.5M | $86.7M | ||
| Q2 24 | $21.0M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 19.8% | ||
| Q3 25 | 25.7% | 45.2% | ||
| Q2 25 | 7.1% | 30.0% | ||
| Q1 25 | 7.5% | 27.8% | ||
| Q4 24 | 22.3% | 18.8% | ||
| Q3 24 | 31.0% | 45.5% | ||
| Q2 24 | 9.0% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.3% | 27.4% | ||
| Q3 25 | 1.9% | 22.7% | ||
| Q2 25 | 1.8% | 23.9% | ||
| Q1 25 | 2.6% | 22.5% | ||
| Q4 24 | 0.9% | 33.8% | ||
| Q3 24 | 1.2% | 21.6% | ||
| Q2 24 | 0.9% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 1.25× | ||
| Q3 25 | 2.01× | 2.95× | ||
| Q2 25 | 0.66× | 2.24× | ||
| Q1 25 | 0.87× | 1.13× | ||
| Q4 24 | 1.87× | 2.06× | ||
| Q3 24 | 2.11× | 3.06× | ||
| Q2 24 | 0.69× | 2.04× |
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% |
STAG
Segment breakdown not available.
