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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and UDR, Inc. (UDR). Click either name above to swap in a different company.
UDR, Inc. is the larger business by last-quarter revenue ($425.8M vs $261.7M, roughly 1.6× Alarm.com Holdings, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 13.2%, a 31.4% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 0.9%). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
ALRM vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $425.8M |
| Net Profit | $34.6M | $189.8M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 54.0% |
| Net Margin | 13.2% | 44.6% |
| Revenue YoY | 8.0% | 0.9% |
| Net Profit YoY | 14.8% | 147.2% |
| EPS (diluted) | $0.66 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $261.7M | $433.1M | ||
| Q3 25 | $256.4M | $431.9M | ||
| Q2 25 | $254.3M | $425.4M | ||
| Q1 25 | $238.8M | $421.9M | ||
| Q4 24 | $242.2M | $422.7M | ||
| Q3 24 | $240.5M | $420.2M | ||
| Q2 24 | $233.8M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $34.6M | $222.9M | ||
| Q3 25 | $35.1M | $40.4M | ||
| Q2 25 | $34.2M | $37.7M | ||
| Q1 25 | $27.7M | $76.7M | ||
| Q4 24 | $30.1M | $-5.0M | ||
| Q3 24 | $36.7M | $22.6M | ||
| Q2 24 | $33.5M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 13.4% | 64.1% | ||
| Q3 25 | 14.4% | 17.7% | ||
| Q2 25 | 12.6% | 18.2% | ||
| Q1 25 | 12.4% | 29.0% | ||
| Q4 24 | 12.7% | 15.7% | ||
| Q3 24 | 13.8% | 16.6% | ||
| Q2 24 | 11.0% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 13.2% | 51.5% | ||
| Q3 25 | 13.7% | 9.4% | ||
| Q2 25 | 13.5% | 8.9% | ||
| Q1 25 | 11.6% | 18.2% | ||
| Q4 24 | 12.4% | -220.5% | ||
| Q3 24 | 15.3% | 5.4% | ||
| Q2 24 | 14.3% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.66 | $0.67 | ||
| Q3 25 | $0.65 | $0.12 | ||
| Q2 25 | $0.63 | $0.11 | ||
| Q1 25 | $0.52 | $0.23 | ||
| Q4 24 | $0.56 | $-0.01 | ||
| Q3 24 | $0.67 | $0.06 | ||
| Q2 24 | $0.62 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $3.3B |
| Total Assets | $2.1B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $960.6M | $1.2M | ||
| Q3 25 | $1.1B | $1.2M | ||
| Q2 25 | $1.0B | $1.5M | ||
| Q1 25 | $1.2B | $1.3M | ||
| Q4 24 | $1.2B | $1.3M | ||
| Q3 24 | $1.2B | $2.3M | ||
| Q2 24 | $1.1B | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $848.2M | $3.3B | ||
| Q3 25 | $827.2M | $3.3B | ||
| Q2 25 | $797.3M | $3.3B | ||
| Q1 25 | $759.6M | $3.3B | ||
| Q4 24 | $726.5M | $3.4B | ||
| Q3 24 | $690.3M | $3.5B | ||
| Q2 24 | $645.5M | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $2.1B | $10.6B | ||
| Q3 25 | $2.1B | $10.6B | ||
| Q2 25 | $2.1B | $10.6B | ||
| Q1 25 | $2.1B | $10.7B | ||
| Q4 24 | $2.0B | $10.9B | ||
| Q3 24 | $2.0B | $11.1B | ||
| Q2 24 | $1.9B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $70.6M | $234.9M | ||
| Q2 25 | $22.7M | $250.3M | ||
| Q1 25 | $24.1M | $156.2M | ||
| Q4 24 | $56.3M | $876.8M | ||
| Q3 24 | $77.3M | $230.3M | ||
| Q2 24 | $23.0M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $650.0M | ||
| Q3 25 | $65.9M | $164.6M | ||
| Q2 25 | $18.2M | $190.1M | ||
| Q1 25 | $17.9M | $103.2M | ||
| Q4 24 | $54.0M | $627.0M | ||
| Q3 24 | $74.5M | $161.3M | ||
| Q2 24 | $21.0M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 150.1% | ||
| Q3 25 | 25.7% | 38.1% | ||
| Q2 25 | 7.1% | 44.7% | ||
| Q1 25 | 7.5% | 24.5% | ||
| Q4 24 | 22.3% | 148.3% | ||
| Q3 24 | 31.0% | 38.4% | ||
| Q2 24 | 9.0% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 0.3% | 58.4% | ||
| Q3 25 | 1.9% | 16.3% | ||
| Q2 25 | 1.8% | 14.2% | ||
| Q1 25 | 2.6% | 12.6% | ||
| Q4 24 | 0.9% | 59.1% | ||
| Q3 24 | 1.2% | 16.4% | ||
| Q2 24 | 0.9% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 4.05× | ||
| Q3 25 | 2.01× | 5.81× | ||
| Q2 25 | 0.66× | 6.64× | ||
| Q1 25 | 0.87× | 2.04× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | 10.19× | ||
| Q2 24 | 0.69× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
