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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Urban Edge Properties (UE). 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 $132.6M, roughly 2.0× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs 13.2%, a 3.9% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 8.0%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% 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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
ALRM vs UE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $132.6M |
| Net Profit | $34.6M | $22.6M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | 17.1% |
| Revenue YoY | 8.0% | 12.2% |
| Net Profit YoY | 14.8% | -6.7% |
| EPS (diluted) | $0.66 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $261.7M | $119.6M | ||
| Q3 25 | $256.4M | $120.1M | ||
| Q2 25 | $254.3M | $114.1M | ||
| Q1 25 | $238.8M | $118.2M | ||
| Q4 24 | $242.2M | $116.4M | ||
| Q3 24 | $240.5M | $112.4M | ||
| Q2 24 | $233.8M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $34.6M | $12.4M | ||
| Q3 25 | $35.1M | $14.9M | ||
| Q2 25 | $34.2M | $58.0M | ||
| Q1 25 | $27.7M | $8.2M | ||
| Q4 24 | $30.1M | $30.1M | ||
| Q3 24 | $36.7M | $9.1M | ||
| Q2 24 | $33.5M | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | 14.4% | 13.4% | ||
| Q2 25 | 12.6% | 53.9% | ||
| Q1 25 | 12.4% | 7.6% | ||
| Q4 24 | 12.7% | 27.6% | ||
| Q3 24 | 13.8% | 8.9% | ||
| Q2 24 | 11.0% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 13.2% | 10.4% | ||
| Q3 25 | 13.7% | 12.4% | ||
| Q2 25 | 13.5% | 50.8% | ||
| Q1 25 | 11.6% | 6.9% | ||
| Q4 24 | 12.4% | 25.9% | ||
| Q3 24 | 15.3% | 8.1% | ||
| Q2 24 | 14.3% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.66 | $0.09 | ||
| Q3 25 | $0.65 | $0.12 | ||
| Q2 25 | $0.63 | $0.46 | ||
| Q1 25 | $0.52 | $0.07 | ||
| Q4 24 | $0.56 | $0.25 | ||
| Q3 24 | $0.67 | $0.07 | ||
| Q2 24 | $0.62 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.4B |
| Total Assets | $2.1B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $960.6M | $48.9M | ||
| Q3 25 | $1.1B | $77.8M | ||
| Q2 25 | $1.0B | $53.0M | ||
| Q1 25 | $1.2B | $48.0M | ||
| Q4 24 | $1.2B | $41.4M | ||
| Q3 24 | $1.2B | $67.9M | ||
| Q2 24 | $1.1B | $78.6M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $848.2M | $1.4B | ||
| Q3 25 | $827.2M | $1.4B | ||
| Q2 25 | $797.3M | $1.4B | ||
| Q1 25 | $759.6M | $1.4B | ||
| Q4 24 | $726.5M | $1.4B | ||
| Q3 24 | $690.3M | $1.3B | ||
| Q2 24 | $645.5M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.1B | $3.3B | ||
| Q2 25 | $2.1B | $3.3B | ||
| Q1 25 | $2.1B | $3.3B | ||
| Q4 24 | $2.0B | $3.3B | ||
| Q3 24 | $2.0B | $3.2B | ||
| Q2 24 | $1.9B | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.04× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $35.9M | $182.7M | ||
| Q3 25 | $70.6M | $55.7M | ||
| Q2 25 | $22.7M | $43.5M | ||
| Q1 25 | $24.1M | $32.6M | ||
| Q4 24 | $56.3M | $153.2M | ||
| Q3 24 | $77.3M | $36.6M | ||
| Q2 24 | $23.0M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $81.8M | ||
| Q3 25 | $65.9M | $26.1M | ||
| Q2 25 | $18.2M | $19.6M | ||
| Q1 25 | $17.9M | $11.9M | ||
| Q4 24 | $54.0M | $42.5M | ||
| Q3 24 | $74.5M | $12.2M | ||
| Q2 24 | $21.0M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 68.4% | ||
| Q3 25 | 25.7% | 21.7% | ||
| Q2 25 | 7.1% | 17.2% | ||
| Q1 25 | 7.5% | 10.0% | ||
| Q4 24 | 22.3% | 36.6% | ||
| Q3 24 | 31.0% | 10.8% | ||
| Q2 24 | 9.0% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 0.3% | 84.4% | ||
| Q3 25 | 1.9% | 24.6% | ||
| Q2 25 | 1.8% | 20.9% | ||
| Q1 25 | 2.6% | 17.5% | ||
| Q4 24 | 0.9% | 95.1% | ||
| Q3 24 | 1.2% | 21.7% | ||
| Q2 24 | 0.9% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 1.04× | 14.71× | ||
| Q3 25 | 2.01× | 3.73× | ||
| Q2 25 | 0.66× | 0.75× | ||
| Q1 25 | 0.87× | 3.97× | ||
| Q4 24 | 1.87× | 5.09× | ||
| Q3 24 | 2.11× | 4.03× | ||
| Q2 24 | 0.69× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
