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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Stoke Therapeutics, Inc. (STOK). 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 $158.6M, roughly 1.7× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 13.2%, a 58.0% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 8.0%). Stoke Therapeutics, Inc. produced more free cash flow last quarter ($131.7M vs $35.1M).
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.
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
ALRM vs STOK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $158.6M |
| Net Profit | $34.6M | $112.9M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 70.2% |
| Net Margin | 13.2% | 71.2% |
| Revenue YoY | 8.0% | 3661.1% |
| Net Profit YoY | 14.8% | 528.0% |
| EPS (diluted) | $0.66 | $1.90 |
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 | — | ||
| Q3 25 | $256.4M | — | ||
| Q2 25 | $254.3M | — | ||
| Q1 25 | $238.8M | $158.6M | ||
| Q4 24 | $242.2M | $22.6M | ||
| Q3 24 | $240.5M | — | ||
| Q2 24 | $233.8M | — | ||
| Q1 24 | $223.3M | — |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | — | ||
| Q2 25 | $34.2M | — | ||
| Q1 25 | $27.7M | $112.9M | ||
| Q4 24 | $30.1M | $-10.5M | ||
| Q3 24 | $36.7M | — | ||
| Q2 24 | $33.5M | — | ||
| Q1 24 | $23.6M | — |
| 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% | 70.2% | ||
| Q4 24 | 12.7% | -60.4% | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 8.4% | — |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 13.5% | — | ||
| Q1 25 | 11.6% | 71.2% | ||
| Q4 24 | 12.4% | -46.4% | ||
| Q3 24 | 15.3% | — | ||
| Q2 24 | 14.3% | — | ||
| Q1 24 | 10.6% | — |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.63 | — | ||
| Q1 25 | $0.52 | $1.90 | ||
| Q4 24 | $0.56 | $-0.15 | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.62 | — | ||
| Q1 24 | $0.44 | — |
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 | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $350.1M |
| Total Assets | $2.1B | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | $274.8M | ||
| Q4 24 | $1.2B | $128.0M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | — | ||
| Q2 25 | $797.3M | — | ||
| Q1 25 | $759.6M | $350.1M | ||
| Q4 24 | $726.5M | $229.0M | ||
| Q3 24 | $690.3M | — | ||
| Q2 24 | $645.5M | — | ||
| Q1 24 | $728.1M | — |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | $406.9M | ||
| Q4 24 | $2.0B | $271.6M | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.5B | — |
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 | $131.8M |
| Free Cash FlowOCF − Capex | $35.1M | $131.7M |
| FCF MarginFCF / Revenue | 13.4% | 83.0% |
| Capex IntensityCapex / Revenue | 0.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | — | ||
| Q2 25 | $22.7M | — | ||
| Q1 25 | $24.1M | $131.8M | ||
| Q4 24 | $56.3M | $-23.2M | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $23.0M | — | ||
| Q1 24 | $49.9M | — |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | — | ||
| Q2 25 | $18.2M | — | ||
| Q1 25 | $17.9M | $131.7M | ||
| Q4 24 | $54.0M | $-23.2M | ||
| Q3 24 | $74.5M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $46.8M | — |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 7.5% | 83.0% | ||
| Q4 24 | 22.3% | -102.7% | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 21.0% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | 1.17× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| 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% |
STOK
Segment breakdown not available.
