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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and WYNDHAM HOTELS & RESORTS, INC. (WH). Click either name above to swap in a different company.
WYNDHAM HOTELS & RESORTS, INC. is the larger business by last-quarter revenue ($334.0M vs $261.7M, roughly 1.3× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs -18.0%, a 31.2% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs -76.3%). WYNDHAM HOTELS & RESORTS, INC. produced more free cash flow last quarter ($168.0M vs $35.1M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs -4.6%).
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.
Wyndham Hotels & Resorts, Inc., is an American hospitality company based in Parsippany, New Jersey, United States. It describes itself as the largest hotel franchisor in the world, with 9,100 locations.
ALRM vs WH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $334.0M |
| Net Profit | $34.6M | $-60.0M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | — |
| Net Margin | 13.2% | -18.0% |
| Revenue YoY | 8.0% | -76.3% |
| Net Profit YoY | 14.8% | -170.6% |
| EPS (diluted) | $0.66 | $-0.80 |
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 | — | $334.0M | ||
| Q4 25 | $261.7M | $334.0M | ||
| Q3 25 | $256.4M | $382.0M | ||
| Q2 25 | $254.3M | $397.0M | ||
| Q1 25 | $238.8M | $316.0M | ||
| Q4 24 | $242.2M | $336.0M | ||
| Q3 24 | $240.5M | $396.0M | ||
| Q2 24 | $233.8M | $367.0M |
| Q1 26 | — | $-60.0M | ||
| Q4 25 | $34.6M | $-60.0M | ||
| Q3 25 | $35.1M | $105.0M | ||
| Q2 25 | $34.2M | $87.0M | ||
| Q1 25 | $27.7M | $61.0M | ||
| Q4 24 | $30.1M | $85.0M | ||
| Q3 24 | $36.7M | $102.0M | ||
| Q2 24 | $33.5M | $86.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 13.4% | -11.4% | ||
| Q3 25 | 14.4% | 46.6% | ||
| Q2 25 | 12.6% | 37.8% | ||
| Q1 25 | 12.4% | 35.4% | ||
| Q4 24 | 12.7% | 38.4% | ||
| Q3 24 | 13.8% | 43.2% | ||
| Q2 24 | 11.0% | 39.5% |
| Q1 26 | — | -18.0% | ||
| Q4 25 | 13.2% | -18.0% | ||
| Q3 25 | 13.7% | 27.5% | ||
| Q2 25 | 13.5% | 21.9% | ||
| Q1 25 | 11.6% | 19.3% | ||
| Q4 24 | 12.4% | 25.3% | ||
| Q3 24 | 15.3% | 25.8% | ||
| Q2 24 | 14.3% | 23.4% |
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $0.66 | $-0.77 | ||
| Q3 25 | $0.65 | $1.36 | ||
| Q2 25 | $0.63 | $1.13 | ||
| Q1 25 | $0.52 | $0.78 | ||
| Q4 24 | $0.56 | $1.06 | ||
| Q3 24 | $0.67 | $1.29 | ||
| Q2 24 | $0.62 | $1.07 |
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 | $64.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | $468.0M |
| Total Assets | $2.1B | $4.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $64.0M | ||
| Q4 25 | $960.6M | $64.0M | ||
| Q3 25 | $1.1B | $70.0M | ||
| Q2 25 | $1.0B | $50.0M | ||
| Q1 25 | $1.2B | $48.0M | ||
| Q4 24 | $1.2B | $103.0M | ||
| Q3 24 | $1.2B | $72.0M | ||
| Q2 24 | $1.1B | $70.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B |
| Q1 26 | — | $468.0M | ||
| Q4 25 | $848.2M | $468.0M | ||
| Q3 25 | $827.2M | $583.0M | ||
| Q2 25 | $797.3M | $570.0M | ||
| Q1 25 | $759.6M | $579.0M | ||
| Q4 24 | $726.5M | $650.0M | ||
| Q3 24 | $690.3M | $583.0M | ||
| Q2 24 | $645.5M | $623.0M |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.1B | $4.2B | ||
| Q3 25 | $2.1B | $4.3B | ||
| Q2 25 | $2.1B | $4.3B | ||
| Q1 25 | $2.1B | $4.2B | ||
| Q4 24 | $2.0B | $4.2B | ||
| Q3 24 | $2.0B | $4.2B | ||
| Q2 24 | $1.9B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.37× | ||
| Q3 25 | — | 4.43× | ||
| Q2 25 | — | 4.44× | ||
| Q1 25 | — | 4.29× | ||
| Q4 24 | — | 3.72× | ||
| Q3 24 | — | 4.19× | ||
| Q2 24 | — | 3.83× |
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 | $367.0M |
| Free Cash FlowOCF − Capex | $35.1M | $168.0M |
| FCF MarginFCF / Revenue | 13.4% | 50.3% |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $437.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $367.0M | ||
| Q4 25 | $35.9M | $152.0M | ||
| Q3 25 | $70.6M | $86.0M | ||
| Q2 25 | $22.7M | $70.0M | ||
| Q1 25 | $24.1M | $59.0M | ||
| Q4 24 | $56.3M | $134.0M | ||
| Q3 24 | $77.3M | $79.0M | ||
| Q2 24 | $23.0M | $1.0M |
| Q1 26 | — | $168.0M | ||
| Q4 25 | $35.1M | $136.0M | ||
| Q3 25 | $65.9M | $75.0M | ||
| Q2 25 | $18.2M | $58.0M | ||
| Q1 25 | $17.9M | $52.0M | ||
| Q4 24 | $54.0M | $109.0M | ||
| Q3 24 | $74.5M | $71.0M | ||
| Q2 24 | $21.0M | $-6.0M |
| Q1 26 | — | 50.3% | ||
| Q4 25 | 13.4% | 40.7% | ||
| Q3 25 | 25.7% | 19.6% | ||
| Q2 25 | 7.1% | 14.6% | ||
| Q1 25 | 7.5% | 16.5% | ||
| Q4 24 | 22.3% | 32.4% | ||
| Q3 24 | 31.0% | 17.9% | ||
| Q2 24 | 9.0% | -1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 4.8% | ||
| Q3 25 | 1.9% | 2.9% | ||
| Q2 25 | 1.8% | 3.0% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 7.4% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 0.9% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | 0.82× | ||
| Q2 25 | 0.66× | 0.80× | ||
| Q1 25 | 0.87× | 0.97× | ||
| Q4 24 | 1.87× | 1.58× | ||
| Q3 24 | 2.11× | 0.77× | ||
| Q2 24 | 0.69× | 0.01× |
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% |
WH
| Fee-related and other revenues | $334.0M | 100% |
| Management and other fees | $2.0M | 1% |
