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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -6.6%, a 19.9% gap on every dollar of revenue. On growth, Westrock Coffee Co posted the faster year-over-year revenue change (48.3% vs 8.0%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $27.8M). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% 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.
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
ALRM vs WEST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $339.5M |
| Net Profit | $34.6M | $-22.6M |
| Gross Margin | 66.0% | 11.5% |
| Operating Margin | 13.4% | -2.6% |
| Net Margin | 13.2% | -6.6% |
| Revenue YoY | 8.0% | 48.3% |
| Net Profit YoY | 14.8% | 8.3% |
| EPS (diluted) | $0.66 | $-0.22 |
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 | $339.5M | ||
| Q3 25 | $256.4M | $354.8M | ||
| Q2 25 | $254.3M | $280.9M | ||
| Q1 25 | $238.8M | $213.8M | ||
| Q4 24 | $242.2M | $229.0M | ||
| Q3 24 | $240.5M | $220.9M | ||
| Q2 24 | $233.8M | $208.4M | ||
| Q1 24 | $223.3M | $192.5M |
| Q4 25 | $34.6M | $-22.6M | ||
| Q3 25 | $35.1M | $-19.1M | ||
| Q2 25 | $34.2M | $-21.6M | ||
| Q1 25 | $27.7M | $-27.2M | ||
| Q4 24 | $30.1M | $-24.6M | ||
| Q3 24 | $36.7M | $-14.3M | ||
| Q2 24 | $33.5M | $-17.8M | ||
| Q1 24 | $23.6M | $-23.7M |
| Q4 25 | 66.0% | 11.5% | ||
| Q3 25 | 65.8% | 11.7% | ||
| Q2 25 | 65.6% | 14.7% | ||
| Q1 25 | 67.2% | 13.6% | ||
| Q4 24 | 65.5% | 16.6% | ||
| Q3 24 | 64.8% | 16.8% | ||
| Q2 24 | 65.2% | 19.9% | ||
| Q1 24 | 65.7% | 19.4% |
| Q4 25 | 13.4% | -2.6% | ||
| Q3 25 | 14.4% | -2.4% | ||
| Q2 25 | 12.6% | -5.3% | ||
| Q1 25 | 12.4% | -6.1% | ||
| Q4 24 | 12.7% | -4.3% | ||
| Q3 24 | 13.8% | -5.8% | ||
| Q2 24 | 11.0% | -7.9% | ||
| Q1 24 | 8.4% | -5.3% |
| Q4 25 | 13.2% | -6.6% | ||
| Q3 25 | 13.7% | -5.4% | ||
| Q2 25 | 13.5% | -7.7% | ||
| Q1 25 | 11.6% | -12.7% | ||
| Q4 24 | 12.4% | -10.7% | ||
| Q3 24 | 15.3% | -6.5% | ||
| Q2 24 | 14.3% | -8.5% | ||
| Q1 24 | 10.6% | -12.3% |
| Q4 25 | $0.66 | $-0.22 | ||
| Q3 25 | $0.65 | $-0.20 | ||
| Q2 25 | $0.63 | $-0.23 | ||
| Q1 25 | $0.52 | $-0.29 | ||
| Q4 24 | $0.56 | $-0.26 | ||
| Q3 24 | $0.67 | $-0.16 | ||
| Q2 24 | $0.62 | $-0.20 | ||
| Q1 24 | $0.44 | $-0.27 |
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 | $49.9M |
| Total DebtLower is stronger | — | $444.1M |
| Stockholders' EquityBook value | $848.2M | $-1.9M |
| Total Assets | $2.1B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | $49.9M | ||
| Q3 25 | $1.1B | $34.0M | ||
| Q2 25 | $1.0B | $44.0M | ||
| Q1 25 | $1.2B | $33.1M | ||
| Q4 24 | $1.2B | $26.2M | ||
| Q3 24 | $1.2B | $22.4M | ||
| Q2 24 | $1.1B | $24.3M | ||
| Q1 24 | $747.9M | $12.6M |
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $848.2M | $-1.9M | ||
| Q3 25 | $827.2M | $11.4M | ||
| Q2 25 | $797.3M | $18.2M | ||
| Q1 25 | $759.6M | $71.4M | ||
| Q4 24 | $726.5M | $97.5M | ||
| Q3 24 | $690.3M | $110.3M | ||
| Q2 24 | $645.5M | $81.5M | ||
| Q1 24 | $728.1M | $91.7M |
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $1.5B | $983.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $36.7M |
| Free Cash FlowOCF − Capex | $35.1M | $27.8M |
| FCF MarginFCF / Revenue | 13.4% | 8.2% |
| Capex IntensityCapex / Revenue | 0.3% | 2.6% |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | $36.7M | ||
| Q3 25 | $70.6M | $-26.6M | ||
| Q2 25 | $22.7M | $-7.0M | ||
| Q1 25 | $24.1M | $-22.1M | ||
| Q4 24 | $56.3M | $2.8M | ||
| Q3 24 | $77.3M | $-332.0K | ||
| Q2 24 | $23.0M | $-23.7M | ||
| Q1 24 | $49.9M | $8.0M |
| Q4 25 | $35.1M | $27.8M | ||
| Q3 25 | $65.9M | $-44.7M | ||
| Q2 25 | $18.2M | $-27.5M | ||
| Q1 25 | $17.9M | $-63.4M | ||
| Q4 24 | $54.0M | $-15.4M | ||
| Q3 24 | $74.5M | $-36.7M | ||
| Q2 24 | $21.0M | $-59.9M | ||
| Q1 24 | $46.8M | $-60.9M |
| Q4 25 | 13.4% | 8.2% | ||
| Q3 25 | 25.7% | -12.6% | ||
| Q2 25 | 7.1% | -9.8% | ||
| Q1 25 | 7.5% | -29.7% | ||
| Q4 24 | 22.3% | -6.7% | ||
| Q3 24 | 31.0% | -16.6% | ||
| Q2 24 | 9.0% | -28.7% | ||
| Q1 24 | 21.0% | -31.7% |
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 1.9% | 5.1% | ||
| Q2 25 | 1.8% | 7.3% | ||
| Q1 25 | 2.6% | 19.3% | ||
| Q4 24 | 0.9% | 7.9% | ||
| Q3 24 | 1.2% | 16.5% | ||
| Q2 24 | 0.9% | 17.4% | ||
| Q1 24 | 1.4% | 35.8% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | 2.11× | — |
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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
