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Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and Wingstop Inc. (WING). 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 $183.7M, roughly 1.4× Wingstop Inc.). Wingstop Inc. runs the higher net margin — 16.3% vs 13.2%, a 3.0% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 7.4%). Over the past eight quarters, Wingstop Inc.'s revenue compounded faster (8.6% 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.
Wingstop Inc. is an American international fast food chain that primarily sells buffalo wings. Wingstop locations are decorated with a 1930s and 1940s pre-jet aviation theme.
ALRM vs WING — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $183.7M |
| Net Profit | $34.6M | $29.9M |
| Gross Margin | 66.0% | 86.5% |
| Operating Margin | 13.4% | 27.4% |
| Net Margin | 13.2% | 16.3% |
| Revenue YoY | 8.0% | 7.4% |
| Net Profit YoY | 14.8% | — |
| EPS (diluted) | $0.66 | $1.08 |
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 | — | $183.7M | ||
| Q4 25 | $261.7M | $175.7M | ||
| Q3 25 | $256.4M | $175.7M | ||
| Q2 25 | $254.3M | $174.3M | ||
| Q1 25 | $238.8M | $171.1M | ||
| Q4 24 | $242.2M | $161.8M | ||
| Q3 24 | $240.5M | $162.5M | ||
| Q2 24 | $233.8M | $155.7M |
| Q1 26 | — | $29.9M | ||
| Q4 25 | $34.6M | $26.8M | ||
| Q3 25 | $35.1M | $28.5M | ||
| Q2 25 | $34.2M | $26.8M | ||
| Q1 25 | $27.7M | $92.3M | ||
| Q4 24 | $30.1M | $26.8M | ||
| Q3 24 | $36.7M | $25.7M | ||
| Q2 24 | $33.5M | $27.5M |
| Q1 26 | — | 86.5% | ||
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | 85.6% | ||
| Q3 24 | 64.8% | 85.0% | ||
| Q2 24 | 65.2% | 85.4% |
| Q1 26 | — | 27.4% | ||
| Q4 25 | 13.4% | 26.7% | ||
| Q3 25 | 14.4% | 27.9% | ||
| Q2 25 | 12.6% | 25.9% | ||
| Q1 25 | 12.4% | 22.4% | ||
| Q4 24 | 12.7% | 25.9% | ||
| Q3 24 | 13.8% | 24.5% | ||
| Q2 24 | 11.0% | 26.5% |
| Q1 26 | — | 16.3% | ||
| Q4 25 | 13.2% | 15.2% | ||
| Q3 25 | 13.7% | 16.2% | ||
| Q2 25 | 13.5% | 15.4% | ||
| Q1 25 | 11.6% | 53.9% | ||
| Q4 24 | 12.4% | 16.5% | ||
| Q3 24 | 15.3% | 15.8% | ||
| Q2 24 | 14.3% | 17.7% |
| Q1 26 | — | $1.08 | ||
| Q4 25 | $0.66 | $0.99 | ||
| Q3 25 | $0.65 | $1.02 | ||
| Q2 25 | $0.63 | $0.96 | ||
| Q1 25 | $0.52 | $3.24 | ||
| Q4 24 | $0.56 | $0.91 | ||
| Q3 24 | $0.67 | $0.88 | ||
| Q2 24 | $0.62 | $0.93 |
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 | $128.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $848.2M | — |
| Total Assets | $2.1B | $648.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.8M | ||
| Q4 25 | $960.6M | $196.6M | ||
| Q3 25 | $1.1B | $237.6M | ||
| Q2 25 | $1.0B | $227.9M | ||
| Q1 25 | $1.2B | $251.4M | ||
| Q4 24 | $1.2B | $315.9M | ||
| Q3 24 | $1.2B | $84.0M | ||
| Q2 24 | $1.1B | $96.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $848.2M | $-736.8M | ||
| Q3 25 | $827.2M | $-702.6M | ||
| Q2 25 | $797.3M | $-686.0M | ||
| Q1 25 | $759.6M | $-715.0M | ||
| Q4 24 | $726.5M | $-675.6M | ||
| Q3 24 | $690.3M | $-447.5M | ||
| Q2 24 | $645.5M | $-437.5M |
| Q1 26 | — | $648.9M | ||
| Q4 25 | $2.1B | $693.4M | ||
| Q3 25 | $2.1B | $721.0M | ||
| Q2 25 | $2.1B | $708.3M | ||
| Q1 25 | $2.1B | $696.8M | ||
| Q4 24 | $2.0B | $716.2M | ||
| Q3 24 | $2.0B | $484.8M | ||
| Q2 24 | $1.9B | $451.8M |
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 | — |
| Free Cash FlowOCF − Capex | $35.1M | — |
| FCF MarginFCF / Revenue | 13.4% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 1.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $35.9M | $57.3M | ||
| Q3 25 | $70.6M | $63.9M | ||
| Q2 25 | $22.7M | $6.6M | ||
| Q1 25 | $24.1M | $25.3M | ||
| Q4 24 | $56.3M | $7.7M | ||
| Q3 24 | $77.3M | $69.0M | ||
| Q2 24 | $23.0M | $36.2M |
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $34.5M | ||
| Q3 25 | $65.9M | $61.7M | ||
| Q2 25 | $18.2M | $-7.8M | ||
| Q1 25 | $17.9M | $17.3M | ||
| Q4 24 | $54.0M | $-8.6M | ||
| Q3 24 | $74.5M | $54.9M | ||
| Q2 24 | $21.0M | $25.9M |
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 19.6% | ||
| Q3 25 | 25.7% | 35.1% | ||
| Q2 25 | 7.1% | -4.5% | ||
| Q1 25 | 7.5% | 10.1% | ||
| Q4 24 | 22.3% | -5.3% | ||
| Q3 24 | 31.0% | 33.8% | ||
| Q2 24 | 9.0% | 16.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 13.0% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 1.8% | 8.2% | ||
| Q1 25 | 2.6% | 4.7% | ||
| Q4 24 | 0.9% | 10.1% | ||
| Q3 24 | 1.2% | 8.7% | ||
| Q2 24 | 0.9% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 2.14× | ||
| Q3 25 | 2.01× | 2.24× | ||
| Q2 25 | 0.66× | 0.25× | ||
| Q1 25 | 0.87× | 0.27× | ||
| Q4 24 | 1.87× | 0.29× | ||
| Q3 24 | 2.11× | 2.68× | ||
| Q2 24 | 0.69× | 1.32× |
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% |
WING
| Royalty revenue, franchise fees and other | $87.5M | 48% |
| Advertising fees | $63.3M | 34% |
| Company-owned restaurant sales | $33.0M | 18% |
