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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Vital Farms, Inc. (VITL). 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 $213.6M, roughly 1.2× Vital Farms, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 7.6%, a 5.6% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% 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.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
ALRM vs VITL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $213.6M |
| Net Profit | $34.6M | $16.3M |
| Gross Margin | 66.0% | 35.8% |
| Operating Margin | 13.4% | 10.0% |
| Net Margin | 13.2% | 7.6% |
| Revenue YoY | 8.0% | 28.7% |
| Net Profit YoY | 14.8% | 54.3% |
| EPS (diluted) | $0.66 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $256.4M | $198.9M | ||
| Q2 25 | $254.3M | $184.8M | ||
| Q1 25 | $238.8M | $162.2M | ||
| Q4 24 | $242.2M | $166.0M | ||
| Q3 24 | $240.5M | $145.0M | ||
| Q2 24 | $233.8M | $147.4M | ||
| Q1 24 | $223.3M | $147.9M |
| Q4 25 | $34.6M | $16.3M | ||
| Q3 25 | $35.1M | $16.4M | ||
| Q2 25 | $34.2M | $16.6M | ||
| Q1 25 | $27.7M | $16.9M | ||
| Q4 24 | $30.1M | $10.6M | ||
| Q3 24 | $36.7M | $7.4M | ||
| Q2 24 | $33.5M | $16.3M | ||
| Q1 24 | $23.6M | $19.0M |
| Q4 25 | 66.0% | 35.8% | ||
| Q3 25 | 65.8% | 37.7% | ||
| Q2 25 | 65.6% | 38.9% | ||
| Q1 25 | 67.2% | 38.5% | ||
| Q4 24 | 65.5% | 36.1% | ||
| Q3 24 | 64.8% | 36.9% | ||
| Q2 24 | 65.2% | 39.1% | ||
| Q1 24 | 65.7% | 39.8% |
| Q4 25 | 13.4% | 10.0% | ||
| Q3 25 | 14.4% | 10.8% | ||
| Q2 25 | 12.6% | 12.9% | ||
| Q1 25 | 12.4% | 13.4% | ||
| Q4 24 | 12.7% | 7.8% | ||
| Q3 24 | 13.8% | 6.4% | ||
| Q2 24 | 11.0% | 11.6% | ||
| Q1 24 | 8.4% | 16.3% |
| Q4 25 | 13.2% | 7.6% | ||
| Q3 25 | 13.7% | 8.3% | ||
| Q2 25 | 13.5% | 9.0% | ||
| Q1 25 | 11.6% | 10.4% | ||
| Q4 24 | 12.4% | 6.4% | ||
| Q3 24 | 15.3% | 5.1% | ||
| Q2 24 | 14.3% | 11.1% | ||
| Q1 24 | 10.6% | 12.9% |
| Q4 25 | $0.66 | $0.35 | ||
| Q3 25 | $0.65 | $0.36 | ||
| Q2 25 | $0.63 | $0.36 | ||
| Q1 25 | $0.52 | $0.37 | ||
| Q4 24 | $0.56 | $0.23 | ||
| Q3 24 | $0.67 | $0.16 | ||
| Q2 24 | $0.62 | $0.36 | ||
| Q1 24 | $0.44 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $351.3M |
| Total Assets | $2.1B | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $48.8M | ||
| Q3 25 | $1.1B | $93.8M | ||
| Q2 25 | $1.0B | $108.2M | ||
| Q1 25 | $1.2B | $156.3M | ||
| Q4 24 | $1.2B | $150.6M | ||
| Q3 24 | $1.2B | $149.5M | ||
| Q2 24 | $1.1B | $133.2M | ||
| Q1 24 | $747.9M | $113.8M |
| Q4 25 | $848.2M | $351.3M | ||
| Q3 25 | $827.2M | $331.2M | ||
| Q2 25 | $797.3M | $309.8M | ||
| Q1 25 | $759.6M | $288.9M | ||
| Q4 24 | $726.5M | $269.3M | ||
| Q3 24 | $690.3M | $253.4M | ||
| Q2 24 | $645.5M | $238.4M | ||
| Q1 24 | $728.1M | $213.3M |
| Q4 25 | $2.1B | $518.7M | ||
| Q3 25 | $2.1B | $481.5M | ||
| Q2 25 | $2.1B | $430.8M | ||
| Q1 25 | $2.1B | $376.9M | ||
| Q4 24 | $2.0B | $359.3M | ||
| Q3 24 | $2.0B | $344.7M | ||
| Q2 24 | $1.9B | $320.5M | ||
| Q1 24 | $1.5B | $300.2M |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $35.1M | $-32.1M |
| FCF MarginFCF / Revenue | 13.4% | -15.1% |
| Capex IntensityCapex / Revenue | 0.3% | 17.8% |
| Cash ConversionOCF / Net Profit | 1.04× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $5.8M | ||
| Q3 25 | $70.6M | $23.4M | ||
| Q2 25 | $22.7M | $-761.0K | ||
| Q1 25 | $24.1M | $5.3M | ||
| Q4 24 | $56.3M | $14.8M | ||
| Q3 24 | $77.3M | $10.0M | ||
| Q2 24 | $23.0M | $16.1M | ||
| Q1 24 | $49.9M | $23.9M |
| Q4 25 | $35.1M | $-32.1M | ||
| Q3 25 | $65.9M | $-10.6M | ||
| Q2 25 | $18.2M | $-7.6M | ||
| Q1 25 | $17.9M | $2.1M | ||
| Q4 24 | $54.0M | $-3.4M | ||
| Q3 24 | $74.5M | $6.4M | ||
| Q2 24 | $21.0M | $10.5M | ||
| Q1 24 | $46.8M | $22.6M |
| Q4 25 | 13.4% | -15.1% | ||
| Q3 25 | 25.7% | -5.3% | ||
| Q2 25 | 7.1% | -4.1% | ||
| Q1 25 | 7.5% | 1.3% | ||
| Q4 24 | 22.3% | -2.0% | ||
| Q3 24 | 31.0% | 4.4% | ||
| Q2 24 | 9.0% | 7.2% | ||
| Q1 24 | 21.0% | 15.3% |
| Q4 25 | 0.3% | 17.8% | ||
| Q3 25 | 1.9% | 17.1% | ||
| Q2 25 | 1.8% | 3.7% | ||
| Q1 25 | 2.6% | 1.9% | ||
| Q4 24 | 0.9% | 10.9% | ||
| Q3 24 | 1.2% | 2.5% | ||
| Q2 24 | 0.9% | 3.8% | ||
| Q1 24 | 1.4% | 0.9% |
| Q4 25 | 1.04× | 0.35× | ||
| Q3 25 | 2.01× | 1.43× | ||
| Q2 25 | 0.66× | -0.05× | ||
| Q1 25 | 0.87× | 0.31× | ||
| Q4 24 | 1.87× | 1.40× | ||
| Q3 24 | 2.11× | 1.34× | ||
| Q2 24 | 0.69× | 0.99× | ||
| Q1 24 | 2.11× | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
