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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -12.9%, a 26.1% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -0.4%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
ALRM vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $340.0M |
| Net Profit | $34.6M | $-13.9M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | -17.2% |
| Net Margin | 13.2% | -12.9% |
| Revenue YoY | 8.0% | -0.4% |
| Net Profit YoY | 14.8% | -131.0% |
| 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.
| Q4 25 | $261.7M | $340.0M | ||
| Q3 25 | $256.4M | $337.7M | ||
| Q2 25 | $254.3M | $319.2M | ||
| Q1 25 | $238.8M | $237.4M | ||
| Q4 24 | $242.2M | $341.5M | ||
| Q3 24 | $240.5M | $292.3M | ||
| Q2 24 | $233.8M | $270.7M | ||
| Q1 24 | $223.3M | $228.1M |
| Q4 25 | $34.6M | $-13.9M | ||
| Q3 25 | $35.1M | $33.5M | ||
| Q2 25 | $34.2M | $34.0M | ||
| Q1 25 | $27.7M | $2.8M | ||
| Q4 24 | $30.1M | $44.8M | ||
| Q3 24 | $36.7M | $28.8M | ||
| Q2 24 | $33.5M | $22.7M | ||
| Q1 24 | $23.6M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 14.4% | 13.6% | ||
| Q2 25 | 12.6% | 14.5% | ||
| Q1 25 | 12.4% | 2.2% | ||
| Q4 24 | 12.7% | 15.3% | ||
| Q3 24 | 13.8% | 12.8% | ||
| Q2 24 | 11.0% | 10.4% | ||
| Q1 24 | 8.4% | 6.0% |
| Q4 25 | 13.2% | -12.9% | ||
| Q3 25 | 13.7% | 9.9% | ||
| Q2 25 | 13.5% | 10.6% | ||
| Q1 25 | 11.6% | 1.2% | ||
| Q4 24 | 12.4% | 13.1% | ||
| Q3 24 | 15.3% | 9.9% | ||
| Q2 24 | 14.3% | 8.4% | ||
| Q1 24 | 10.6% | 5.2% |
| Q4 25 | $0.66 | $-0.41 | ||
| Q3 25 | $0.65 | $0.98 | ||
| Q2 25 | $0.63 | $0.99 | ||
| Q1 25 | $0.52 | $0.08 | ||
| Q4 24 | $0.56 | $1.32 | ||
| Q3 24 | $0.67 | $0.85 | ||
| Q2 24 | $0.62 | $0.67 | ||
| Q1 24 | $0.44 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $1.7B |
| Total Assets | $2.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $299.3M | ||
| Q3 25 | $1.1B | $274.8M | ||
| Q2 25 | $1.0B | $233.7M | ||
| Q1 25 | $1.2B | $181.0M | ||
| Q4 24 | $1.2B | $279.3M | ||
| Q3 24 | $1.2B | $179.8M | ||
| Q2 24 | $1.1B | $208.1M | ||
| Q1 24 | $747.9M | $216.5M |
| Q4 25 | $848.2M | $1.7B | ||
| Q3 25 | $827.2M | $1.8B | ||
| Q2 25 | $797.3M | $1.8B | ||
| Q1 25 | $759.6M | $1.7B | ||
| Q4 24 | $726.5M | $1.7B | ||
| Q3 24 | $690.3M | $1.7B | ||
| Q2 24 | $645.5M | $1.7B | ||
| Q1 24 | $728.1M | $1.7B |
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.1B | $4.7B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.0B | $4.4B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $1.9B | $4.2B | ||
| Q1 24 | $1.5B | $3.8B |
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 | $-664.3M |
| Free Cash FlowOCF − Capex | $35.1M | $-680.1M |
| FCF MarginFCF / Revenue | 13.4% | -200.0% |
| Capex IntensityCapex / Revenue | 0.3% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $-664.3M | ||
| Q3 25 | $70.6M | $-948.1M | ||
| Q2 25 | $22.7M | $-238.5M | ||
| Q1 25 | $24.1M | $-281.1M | ||
| Q4 24 | $56.3M | $129.4M | ||
| Q3 24 | $77.3M | $-202.0M | ||
| Q2 24 | $23.0M | $-237.8M | ||
| Q1 24 | $49.9M | $38.4M |
| Q4 25 | $35.1M | $-680.1M | ||
| Q3 25 | $65.9M | $-950.4M | ||
| Q2 25 | $18.2M | $-241.0M | ||
| Q1 25 | $17.9M | $-284.7M | ||
| Q4 24 | $54.0M | $116.4M | ||
| Q3 24 | $74.5M | $-204.0M | ||
| Q2 24 | $21.0M | $-241.7M | ||
| Q1 24 | $46.8M | $35.2M |
| Q4 25 | 13.4% | -200.0% | ||
| Q3 25 | 25.7% | -281.5% | ||
| Q2 25 | 7.1% | -75.5% | ||
| Q1 25 | 7.5% | -120.0% | ||
| Q4 24 | 22.3% | 34.1% | ||
| Q3 24 | 31.0% | -69.8% | ||
| Q2 24 | 9.0% | -89.3% | ||
| Q1 24 | 21.0% | 15.4% |
| Q4 25 | 0.3% | 4.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 0.9% | 3.8% | ||
| Q3 24 | 1.2% | 0.7% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.4% | 1.4% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | -28.34× | ||
| Q2 25 | 0.66× | -7.02× | ||
| Q1 25 | 0.87× | -102.07× | ||
| Q4 24 | 1.87× | 2.89× | ||
| Q3 24 | 2.11× | -7.01× | ||
| Q2 24 | 0.69× | -10.49× | ||
| Q1 24 | 2.11× | 3.24× |
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% |
WD
Segment breakdown not available.
