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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and USANA HEALTH SCIENCES INC (USNA). 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 $250.2M, roughly 1.0× USANA HEALTH SCIENCES INC). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 3.0%, a 10.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -3.0%). Over the past eight quarters, USANA HEALTH SCIENCES INC's revenue compounded faster (11.8% 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.
Usana Health Sciences, Inc., or USANA, is an American multi-level marketing company based in Salt Lake City, Utah. As of 2021, Usana was the 14th largest direct-selling company in the world by revenue. The company manufactures most of its nutritional products, dietary supplements, and skincare products at a Salt Lake City facility. Its products are sold in 24 countries via a network of independent distributors.
ALRM vs USNA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $250.2M |
| Net Profit | $34.6M | $7.5M |
| Gross Margin | 66.0% | 76.2% |
| Operating Margin | 13.4% | 5.5% |
| Net Margin | 13.2% | 3.0% |
| Revenue YoY | 8.0% | -3.0% |
| Net Profit YoY | 14.8% | -20.0% |
| EPS (diluted) | $0.66 | $0.41 |
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 | — | $250.2M | ||
| Q4 25 | $261.7M | $226.2M | ||
| Q3 25 | $256.4M | $213.7M | ||
| Q2 25 | $254.3M | $235.8M | ||
| Q1 25 | $238.8M | $249.5M | ||
| Q4 24 | $242.2M | $213.6M | ||
| Q3 24 | $240.5M | $200.2M | ||
| Q2 24 | $233.8M | — |
| Q1 26 | — | $7.5M | ||
| Q4 25 | $34.6M | $180.0K | ||
| Q3 25 | $35.1M | $-6.5M | ||
| Q2 25 | $34.2M | $9.7M | ||
| Q1 25 | $27.7M | $9.4M | ||
| Q4 24 | $30.1M | $4.5M | ||
| Q3 24 | $36.7M | $10.6M | ||
| Q2 24 | $33.5M | — |
| Q1 26 | — | 76.2% | ||
| Q4 25 | 66.0% | 78.2% | ||
| Q3 25 | 65.8% | 77.2% | ||
| Q2 25 | 65.6% | 78.7% | ||
| Q1 25 | 67.2% | 79.0% | ||
| Q4 24 | 65.5% | 82.0% | ||
| Q3 24 | 64.8% | 80.4% | ||
| Q2 24 | 65.2% | — |
| Q1 26 | — | 5.5% | ||
| Q4 25 | 13.4% | 1.7% | ||
| Q3 25 | 14.4% | 0.6% | ||
| Q2 25 | 12.6% | 7.1% | ||
| Q1 25 | 12.4% | 6.3% | ||
| Q4 24 | 12.7% | 3.8% | ||
| Q3 24 | 13.8% | 7.8% | ||
| Q2 24 | 11.0% | — |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 13.2% | 0.1% | ||
| Q3 25 | 13.7% | -3.1% | ||
| Q2 25 | 13.5% | 4.1% | ||
| Q1 25 | 11.6% | 3.8% | ||
| Q4 24 | 12.4% | 2.1% | ||
| Q3 24 | 15.3% | 5.3% | ||
| Q2 24 | 14.3% | — |
| Q1 26 | — | $0.41 | ||
| Q4 25 | $0.66 | $-0.10 | ||
| Q3 25 | $0.65 | $-0.36 | ||
| Q2 25 | $0.63 | $0.52 | ||
| Q1 25 | $0.52 | $0.49 | ||
| Q4 24 | $0.56 | $0.23 | ||
| Q3 24 | $0.67 | $0.56 | ||
| Q2 24 | $0.62 | — |
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 | $162.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | — |
| Total Assets | $2.1B | $739.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $162.8M | ||
| Q4 25 | $960.6M | $158.4M | ||
| Q3 25 | $1.1B | $145.3M | ||
| Q2 25 | $1.0B | $151.3M | ||
| Q1 25 | $1.2B | $179.6M | ||
| Q4 24 | $1.2B | $181.8M | ||
| Q3 24 | $1.2B | $364.9M | ||
| Q2 24 | $1.1B | — |
| Q1 26 | — | — | ||
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $528.1M | ||
| Q2 25 | $797.3M | $531.1M | ||
| Q1 25 | $759.6M | $529.8M | ||
| Q4 24 | $726.5M | $532.1M | ||
| Q3 24 | $690.3M | $533.1M | ||
| Q2 24 | $645.5M | — |
| Q1 26 | — | $739.0M | ||
| Q4 25 | $2.1B | $742.9M | ||
| Q3 25 | $2.1B | $726.6M | ||
| Q2 25 | $2.1B | $734.5M | ||
| Q1 25 | $2.1B | $746.6M | ||
| Q4 24 | $2.0B | $748.2M | ||
| Q3 24 | $2.0B | $671.3M | ||
| Q2 24 | $1.9B | — |
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 | — | ||
| Q3 25 | $70.6M | $-2.0M | ||
| Q2 25 | $22.7M | $12.2M | ||
| Q1 25 | $24.1M | $15.5M | ||
| Q4 24 | $56.3M | $5.8M | ||
| Q3 24 | $77.3M | $29.5M | ||
| Q2 24 | $23.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $-5.2M | ||
| Q2 25 | $18.2M | $7.2M | ||
| Q1 25 | $17.9M | $12.7M | ||
| Q4 24 | $54.0M | $4.0M | ||
| Q3 24 | $74.5M | $27.1M | ||
| Q2 24 | $21.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | -2.4% | ||
| Q2 25 | 7.1% | 3.0% | ||
| Q1 25 | 7.5% | 5.1% | ||
| Q4 24 | 22.3% | 1.9% | ||
| Q3 24 | 31.0% | 13.6% | ||
| Q2 24 | 9.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 2.6% | 1.1% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | 1.27× | ||
| Q1 25 | 0.87× | 1.65× | ||
| Q4 24 | 1.87× | 1.29× | ||
| Q3 24 | 2.11× | 2.78× | ||
| Q2 24 | 0.69× | — |
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% |
USNA
Segment breakdown not available.
