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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). 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 $208.0M, roughly 1.3× VIRTUS INVESTMENT PARTNERS, INC.). VIRTUS INVESTMENT PARTNERS, INC. runs the higher net margin — 16.3% vs 13.2%, a 3.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -10.9%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-74.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -3.2%).
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.
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
ALRM vs VRTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $208.0M |
| Net Profit | $34.6M | $33.9M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 19.1% |
| Net Margin | 13.2% | 16.3% |
| Revenue YoY | 8.0% | -10.9% |
| Net Profit YoY | 14.8% | -14.2% |
| EPS (diluted) | $0.66 | $5.15 |
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 | $208.0M | ||
| Q3 25 | $256.4M | $216.4M | ||
| Q2 25 | $254.3M | $210.5M | ||
| Q1 25 | $238.8M | $217.9M | ||
| Q4 24 | $242.2M | $233.5M | ||
| Q3 24 | $240.5M | $227.0M | ||
| Q2 24 | $233.8M | $224.4M | ||
| Q1 24 | $223.3M | $222.0M |
| Q4 25 | $34.6M | $33.9M | ||
| Q3 25 | $35.1M | $31.3M | ||
| Q2 25 | $34.2M | $42.7M | ||
| Q1 25 | $27.7M | $28.1M | ||
| Q4 24 | $30.1M | $39.5M | ||
| Q3 24 | $36.7M | $49.1M | ||
| Q2 24 | $33.5M | $26.0M | ||
| Q1 24 | $23.6M | $37.9M |
| 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% | 19.1% | ||
| Q3 25 | 14.4% | 21.7% | ||
| Q2 25 | 12.6% | 21.5% | ||
| Q1 25 | 12.4% | 16.8% | ||
| Q4 24 | 12.7% | 21.7% | ||
| Q3 24 | 13.8% | 24.3% | ||
| Q2 24 | 11.0% | 19.7% | ||
| Q1 24 | 8.4% | 14.5% |
| Q4 25 | 13.2% | 16.3% | ||
| Q3 25 | 13.7% | 14.5% | ||
| Q2 25 | 13.5% | 20.3% | ||
| Q1 25 | 11.6% | 12.9% | ||
| Q4 24 | 12.4% | 16.9% | ||
| Q3 24 | 15.3% | 21.6% | ||
| Q2 24 | 14.3% | 11.6% | ||
| Q1 24 | 10.6% | 17.1% |
| Q4 25 | $0.66 | $5.15 | ||
| Q3 25 | $0.65 | $4.65 | ||
| Q2 25 | $0.63 | $6.12 | ||
| Q1 25 | $0.52 | $4.05 | ||
| Q4 24 | $0.56 | $4.65 | ||
| Q3 24 | $0.67 | $5.71 | ||
| Q2 24 | $0.62 | $2.43 | ||
| Q1 24 | $0.44 | $4.10 |
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 | — |
| Total DebtLower is stronger | — | $390.0M |
| Stockholders' EquityBook value | $848.2M | $934.0M |
| Total Assets | $2.1B | $4.3B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $747.9M | — |
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M | ||
| Q1 24 | — | $253.0M |
| Q4 25 | $848.2M | $934.0M | ||
| Q3 25 | $827.2M | $918.7M | ||
| Q2 25 | $797.3M | $896.4M | ||
| Q1 25 | $759.6M | $893.7M | ||
| Q4 24 | $726.5M | $897.5M | ||
| Q3 24 | $690.3M | $889.0M | ||
| Q2 24 | $645.5M | $868.7M | ||
| Q1 24 | $728.1M | $871.7M |
| Q4 25 | $2.1B | $4.3B | ||
| Q3 25 | $2.1B | $3.9B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.1B | $3.7B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $1.9B | $3.6B | ||
| Q1 24 | $1.5B | $3.5B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× | ||
| Q1 24 | — | 0.29× |
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 | $-67.2M |
| Free Cash FlowOCF − Capex | $35.1M | $-74.1M |
| FCF MarginFCF / Revenue | 13.4% | -35.6% |
| Capex IntensityCapex / Revenue | 0.3% | 3.3% |
| Cash ConversionOCF / Net Profit | 1.04× | -1.99× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $100.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-67.2M | ||
| Q3 25 | $70.6M | $108.3M | ||
| Q2 25 | $22.7M | $75.8M | ||
| Q1 25 | $24.1M | $-3.8M | ||
| Q4 24 | $56.3M | $1.8M | ||
| Q3 24 | $77.3M | $69.1M | ||
| Q2 24 | $23.0M | $70.0M | ||
| Q1 24 | $49.9M | $-34.5M |
| Q4 25 | $35.1M | $-74.1M | ||
| Q3 25 | $65.9M | $106.9M | ||
| Q2 25 | $18.2M | $74.2M | ||
| Q1 25 | $17.9M | $-6.8M | ||
| Q4 24 | $54.0M | $-3.8M | ||
| Q3 24 | $74.5M | $68.7M | ||
| Q2 24 | $21.0M | $68.6M | ||
| Q1 24 | $46.8M | $-36.5M |
| Q4 25 | 13.4% | -35.6% | ||
| Q3 25 | 25.7% | 49.4% | ||
| Q2 25 | 7.1% | 35.2% | ||
| Q1 25 | 7.5% | -3.1% | ||
| Q4 24 | 22.3% | -1.6% | ||
| Q3 24 | 31.0% | 30.3% | ||
| Q2 24 | 9.0% | 30.6% | ||
| Q1 24 | 21.0% | -16.4% |
| Q4 25 | 0.3% | 3.3% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 2.6% | 1.4% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 0.6% | ||
| Q1 24 | 1.4% | 0.9% |
| Q4 25 | 1.04× | -1.99× | ||
| Q3 25 | 2.01× | 3.45× | ||
| Q2 25 | 0.66× | 1.77× | ||
| Q1 25 | 0.87× | -0.13× | ||
| Q4 24 | 1.87× | 0.04× | ||
| Q3 24 | 2.11× | 1.41× | ||
| Q2 24 | 0.69× | 2.69× | ||
| Q1 24 | 2.11× | -0.91× |
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% |
VRTS
| Open End Funds | $68.9M | 33% |
| Retail Separate Accounts | $51.3M | 25% |
| Institutional Accounts | $39.6M | 19% |
| Administration And Shareholder Service Fees | $18.4M | 9% |
| Closed End Funds | $15.9M | 8% |
| Distribution And Service Fees | $12.3M | 6% |
