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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $261.7M, roughly 1.2× Alarm.com Holdings, Inc.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs 13.2%, a 9.6% gap on every dollar of revenue. On growth, TEXAS CAPITAL BANCSHARES INC posted the faster year-over-year revenue change (15.5% vs 8.0%). Over the past eight quarters, TEXAS CAPITAL BANCSHARES INC's revenue compounded faster (10.2% 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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
ALRM vs TCBI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $324.0M |
| Net Profit | $34.6M | $73.8M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 22.8% |
| Revenue YoY | 8.0% | 15.5% |
| Net Profit YoY | 14.8% | 56.8% |
| EPS (diluted) | $0.66 | $1.56 |
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 | — | $324.0M | ||
| Q4 25 | $261.7M | $327.5M | ||
| Q3 25 | $256.4M | $340.4M | ||
| Q2 25 | $254.3M | $307.5M | ||
| Q1 25 | $238.8M | $280.5M | ||
| Q4 24 | $242.2M | $229.6M | ||
| Q3 24 | $240.5M | $125.3M | ||
| Q2 24 | $233.8M | $267.0M |
| Q1 26 | — | $73.8M | ||
| Q4 25 | $34.6M | $100.7M | ||
| Q3 25 | $35.1M | $105.2M | ||
| Q2 25 | $34.2M | $77.3M | ||
| Q1 25 | $27.7M | $47.0M | ||
| Q4 24 | $30.1M | $71.0M | ||
| Q3 24 | $36.7M | $-61.3M | ||
| Q2 24 | $33.5M | $41.7M |
| 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% | 40.4% | ||
| Q3 25 | 14.4% | 40.5% | ||
| Q2 25 | 12.6% | 33.2% | ||
| Q1 25 | 12.4% | 21.6% | ||
| Q4 24 | 12.7% | 40.7% | ||
| Q3 24 | 13.8% | -63.8% | ||
| Q2 24 | 11.0% | 21.9% |
| Q1 26 | — | 22.8% | ||
| Q4 25 | 13.2% | 30.7% | ||
| Q3 25 | 13.7% | 30.9% | ||
| Q2 25 | 13.5% | 25.2% | ||
| Q1 25 | 11.6% | 16.8% | ||
| Q4 24 | 12.4% | 30.9% | ||
| Q3 24 | 15.3% | -48.9% | ||
| Q2 24 | 14.3% | 15.6% |
| Q1 26 | — | $1.56 | ||
| Q4 25 | $0.66 | $2.11 | ||
| Q3 25 | $0.65 | $2.18 | ||
| Q2 25 | $0.63 | $1.58 | ||
| Q1 25 | $0.52 | $0.92 | ||
| Q4 24 | $0.56 | $1.43 | ||
| Q3 24 | $0.67 | $-1.41 | ||
| Q2 24 | $0.62 | $0.80 |
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 | — | $878.3M |
| Stockholders' EquityBook value | $848.2M | $3.6B |
| Total Assets | $2.1B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 | — | $878.3M | ||
| Q4 25 | — | $620.6M | ||
| Q3 25 | — | $620.4M | ||
| Q2 25 | — | $620.3M | ||
| Q1 25 | — | $660.5M | ||
| Q4 24 | — | $660.3M | ||
| Q3 24 | — | $660.2M | ||
| Q2 24 | — | $660.0M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $848.2M | $3.6B | ||
| Q3 25 | $827.2M | $3.6B | ||
| Q2 25 | $797.3M | $3.5B | ||
| Q1 25 | $759.6M | $3.4B | ||
| Q4 24 | $726.5M | $3.4B | ||
| Q3 24 | $690.3M | $3.4B | ||
| Q2 24 | $645.5M | $3.2B |
| Q1 26 | — | $33.5B | ||
| Q4 25 | $2.1B | $31.5B | ||
| Q3 25 | $2.1B | $32.5B | ||
| Q2 25 | $2.1B | $31.9B | ||
| Q1 25 | $2.1B | $31.4B | ||
| Q4 24 | $2.0B | $30.7B | ||
| Q3 24 | $2.0B | $31.6B | ||
| Q2 24 | $1.9B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $360.2M | ||
| Q3 25 | $70.6M | $166.3M | ||
| Q2 25 | $22.7M | $63.0M | ||
| Q1 25 | $24.1M | $368.0K | ||
| Q4 24 | $56.3M | $480.1M | ||
| Q3 24 | $77.3M | $332.8M | ||
| Q2 24 | $23.0M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $347.6M | ||
| Q3 25 | $65.9M | $161.3M | ||
| Q2 25 | $18.2M | $57.5M | ||
| Q1 25 | $17.9M | $-2.0M | ||
| Q4 24 | $54.0M | $415.2M | ||
| Q3 24 | $74.5M | $317.6M | ||
| Q2 24 | $21.0M | $11.1M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 106.1% | ||
| Q3 25 | 25.7% | 47.4% | ||
| Q2 25 | 7.1% | 18.7% | ||
| Q1 25 | 7.5% | -0.7% | ||
| Q4 24 | 22.3% | 180.9% | ||
| Q3 24 | 31.0% | 253.4% | ||
| Q2 24 | 9.0% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 3.8% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 0.9% | 28.2% | ||
| Q3 24 | 1.2% | 12.1% | ||
| Q2 24 | 0.9% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 3.58× | ||
| Q3 25 | 2.01× | 1.58× | ||
| Q2 25 | 0.66× | 0.81× | ||
| Q1 25 | 0.87× | 0.01× | ||
| Q4 24 | 1.87× | 6.76× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | 0.80× |
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% |
TCBI
Segment breakdown not available.
