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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and TOMPKINS FINANCIAL CORP (TMP). 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 $194.8M, roughly 1.3× TOMPKINS FINANCIAL CORP). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs 13.2%, a 36.2% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $31.9M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% 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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
ALRM vs TMP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $194.8M |
| Net Profit | $34.6M | $96.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 71.7% |
| Net Margin | 13.2% | 49.4% |
| Revenue YoY | 8.0% | 152.7% |
| Net Profit YoY | 14.8% | 388.9% |
| EPS (diluted) | $0.66 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $256.4M | $87.4M | ||
| Q2 25 | $254.3M | $82.6M | ||
| Q1 25 | $238.8M | $81.7M | ||
| Q4 24 | $242.2M | $77.1M | ||
| Q3 24 | $240.5M | $76.6M | ||
| Q2 24 | $233.8M | $72.7M | ||
| Q1 24 | $223.3M | $72.8M |
| Q4 25 | $34.6M | $96.2M | ||
| Q3 25 | $35.1M | $23.7M | ||
| Q2 25 | $34.2M | $21.5M | ||
| Q1 25 | $27.7M | $19.7M | ||
| Q4 24 | $30.1M | $19.7M | ||
| Q3 24 | $36.7M | $18.6M | ||
| Q2 24 | $33.5M | $15.7M | ||
| Q1 24 | $23.6M | $16.9M |
| 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% | 71.7% | ||
| Q3 25 | 14.4% | 35.6% | ||
| Q2 25 | 12.6% | 34.2% | ||
| Q1 25 | 12.4% | 31.6% | ||
| Q4 24 | 12.7% | 33.4% | ||
| Q3 24 | 13.8% | 32.0% | ||
| Q2 24 | 11.0% | 28.3% | ||
| Q1 24 | 8.4% | 30.4% |
| Q4 25 | 13.2% | 49.4% | ||
| Q3 25 | 13.7% | 27.1% | ||
| Q2 25 | 13.5% | 26.0% | ||
| Q1 25 | 11.6% | 24.1% | ||
| Q4 24 | 12.4% | 25.5% | ||
| Q3 24 | 15.3% | 24.3% | ||
| Q2 24 | 14.3% | 21.6% | ||
| Q1 24 | 10.6% | 23.2% |
| Q4 25 | $0.66 | $6.72 | ||
| Q3 25 | $0.65 | $1.65 | ||
| Q2 25 | $0.63 | $1.50 | ||
| Q1 25 | $0.52 | $1.37 | ||
| Q4 24 | $0.56 | $1.39 | ||
| Q3 24 | $0.67 | $1.30 | ||
| Q2 24 | $0.62 | $1.10 | ||
| Q1 24 | $0.44 | $1.18 |
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 | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $938.4M |
| Total Assets | $2.1B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $132.8M | ||
| Q3 25 | $1.1B | $193.5M | ||
| Q2 25 | $1.0B | $212.6M | ||
| Q1 25 | $1.2B | $193.1M | ||
| Q4 24 | $1.2B | $134.4M | ||
| Q3 24 | $1.2B | $132.3M | ||
| Q2 24 | $1.1B | $70.9M | ||
| Q1 24 | $747.9M | $57.1M |
| Q4 25 | $848.2M | $938.4M | ||
| Q3 25 | $827.2M | $788.8M | ||
| Q2 25 | $797.3M | $761.8M | ||
| Q1 25 | $759.6M | $741.4M | ||
| Q4 24 | $726.5M | $713.4M | ||
| Q3 24 | $690.3M | $719.9M | ||
| Q2 24 | $645.5M | $674.6M | ||
| Q1 24 | $728.1M | $667.9M |
| Q4 25 | $2.1B | $8.7B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $2.1B | $8.4B | ||
| Q1 25 | $2.1B | $8.2B | ||
| Q4 24 | $2.0B | $8.1B | ||
| Q3 24 | $2.0B | $8.0B | ||
| Q2 24 | $1.9B | $7.9B | ||
| Q1 24 | $1.5B | $7.8B |
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 | $38.9M |
| Free Cash FlowOCF − Capex | $35.1M | $31.9M |
| FCF MarginFCF / Revenue | 13.4% | 16.4% |
| Capex IntensityCapex / Revenue | 0.3% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.04× | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $38.9M | ||
| Q3 25 | $70.6M | $34.9M | ||
| Q2 25 | $22.7M | $18.9M | ||
| Q1 25 | $24.1M | $22.2M | ||
| Q4 24 | $56.3M | $95.0M | ||
| Q3 24 | $77.3M | $21.2M | ||
| Q2 24 | $23.0M | $27.3M | ||
| Q1 24 | $49.9M | $23.2M |
| Q4 25 | $35.1M | $31.9M | ||
| Q3 25 | $65.9M | $33.9M | ||
| Q2 25 | $18.2M | $18.3M | ||
| Q1 25 | $17.9M | $20.9M | ||
| Q4 24 | $54.0M | $88.8M | ||
| Q3 24 | $74.5M | $18.9M | ||
| Q2 24 | $21.0M | $26.3M | ||
| Q1 24 | $46.8M | $21.9M |
| Q4 25 | 13.4% | 16.4% | ||
| Q3 25 | 25.7% | 38.8% | ||
| Q2 25 | 7.1% | 22.1% | ||
| Q1 25 | 7.5% | 25.5% | ||
| Q4 24 | 22.3% | 115.1% | ||
| Q3 24 | 31.0% | 24.7% | ||
| Q2 24 | 9.0% | 36.2% | ||
| Q1 24 | 21.0% | 30.0% |
| Q4 25 | 0.3% | 3.6% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 0.9% | 8.1% | ||
| Q3 24 | 1.2% | 2.9% | ||
| Q2 24 | 0.9% | 1.3% | ||
| Q1 24 | 1.4% | 1.9% |
| Q4 25 | 1.04× | 0.40× | ||
| Q3 25 | 2.01× | 1.47× | ||
| Q2 25 | 0.66× | 0.88× | ||
| Q1 25 | 0.87× | 1.13× | ||
| Q4 24 | 1.87× | 4.82× | ||
| Q3 24 | 2.11× | 1.14× | ||
| Q2 24 | 0.69× | 1.74× | ||
| Q1 24 | 2.11× | 1.38× |
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% |
TMP
Segment breakdown not available.
