vs
Side-by-side financial comparison of Alarm.com Holdings, Inc. (ALRM) and OLYMPIC STEEL INC (ZEUS). Click either name above to swap in a different company.
OLYMPIC STEEL INC is the larger business by last-quarter revenue ($490.7M vs $261.7M, roughly 1.9× Alarm.com Holdings, Inc.). Alarm.com Holdings, Inc. runs the higher net margin — 13.2% vs 0.4%, a 12.8% gap on every dollar of revenue. On growth, Alarm.com Holdings, Inc. posted the faster year-over-year revenue change (8.0% vs 4.4%). Alarm.com Holdings, Inc. produced more free cash flow last quarter ($35.1M vs $-12.9M). Over the past eight quarters, Alarm.com Holdings, Inc.'s revenue compounded faster (8.3% CAGR vs 0.1%).
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.
Olympic Steel, Inc. is a metals service center based in Cleveland, Ohio. The company processes and distributes carbon, coated and stainless flat-rolled sheet, coil and plate steel, aluminium alloy, tin plate, and metal-intensive branded products primarily in the United States. Metals processing and value added services include tempering, stretch leveling, cutting-to-length, slitting, edging, shearing, blanking, burning, forming, shot blasting, laser punching, plate rolling, fabricating, machi...
ALRM vs ZEUS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $261.7M | $490.7M |
| Net Profit | $34.6M | $2.2M |
| Gross Margin | 66.0% | — |
| Operating Margin | 13.4% | 1.5% |
| Net Margin | 13.2% | 0.4% |
| Revenue YoY | 8.0% | 4.4% |
| Net Profit YoY | 14.8% | -21.2% |
| EPS (diluted) | $0.66 | $0.18 |
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 | — | ||
| Q3 25 | $256.4M | $490.7M | ||
| Q2 25 | $254.3M | $496.5M | ||
| Q1 25 | $238.8M | $492.9M | ||
| Q4 24 | $242.2M | $418.8M | ||
| Q3 24 | $240.5M | $470.0M | ||
| Q2 24 | $233.8M | $526.3M | ||
| Q1 24 | $223.3M | $526.6M |
| Q4 25 | $34.6M | — | ||
| Q3 25 | $35.1M | $2.2M | ||
| Q2 25 | $34.2M | $5.2M | ||
| Q1 25 | $27.7M | $2.5M | ||
| Q4 24 | $30.1M | $3.9M | ||
| Q3 24 | $36.7M | $2.7M | ||
| Q2 24 | $33.5M | $7.7M | ||
| Q1 24 | $23.6M | $8.7M |
| 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% | — | ||
| Q3 25 | 14.4% | 1.5% | ||
| Q2 25 | 12.6% | 2.3% | ||
| Q1 25 | 12.4% | 1.6% | ||
| Q4 24 | 12.7% | 2.1% | ||
| Q3 24 | 13.8% | 1.7% | ||
| Q2 24 | 11.0% | 2.9% | ||
| Q1 24 | 8.4% | 3.0% |
| Q4 25 | 13.2% | — | ||
| Q3 25 | 13.7% | 0.4% | ||
| Q2 25 | 13.5% | 1.1% | ||
| Q1 25 | 11.6% | 0.5% | ||
| Q4 24 | 12.4% | 0.9% | ||
| Q3 24 | 15.3% | 0.6% | ||
| Q2 24 | 14.3% | 1.5% | ||
| Q1 24 | 10.6% | 1.7% |
| Q4 25 | $0.66 | — | ||
| Q3 25 | $0.65 | $0.18 | ||
| Q2 25 | $0.63 | $0.45 | ||
| Q1 25 | $0.52 | $0.21 | ||
| Q4 24 | $0.56 | $0.33 | ||
| Q3 24 | $0.67 | $0.23 | ||
| Q2 24 | $0.62 | $0.66 | ||
| Q1 24 | $0.44 | $0.75 |
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 | $7.5M |
| Total DebtLower is stronger | — | $240.9M |
| Stockholders' EquityBook value | $848.2M | $579.1M |
| Total Assets | $2.1B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.6M | — | ||
| Q3 25 | $1.1B | $7.5M | ||
| Q2 25 | $1.0B | $14.8M | ||
| Q1 25 | $1.2B | $13.3M | ||
| Q4 24 | $1.2B | $11.9M | ||
| Q3 24 | $1.2B | $11.1M | ||
| Q2 24 | $1.1B | $9.4M | ||
| Q1 24 | $747.9M | $10.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $240.9M | ||
| Q2 25 | — | $233.2M | ||
| Q1 25 | — | $235.4M | ||
| Q4 24 | — | $272.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $209.2M | ||
| Q1 24 | — | $196.8M |
| Q4 25 | $848.2M | — | ||
| Q3 25 | $827.2M | $579.1M | ||
| Q2 25 | $797.3M | $578.2M | ||
| Q1 25 | $759.6M | $574.2M | ||
| Q4 24 | $726.5M | $573.9M | ||
| Q3 24 | $690.3M | $570.6M | ||
| Q2 24 | $645.5M | $569.5M | ||
| Q1 24 | $728.1M | $563.0M |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $1.5B | $1.0B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.41× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.35× |
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 | $-5.4M |
| Free Cash FlowOCF − Capex | $35.1M | $-12.9M |
| FCF MarginFCF / Revenue | 13.4% | -2.6% |
| Capex IntensityCapex / Revenue | 0.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.04× | -2.50× |
| TTM Free Cash FlowTrailing 4 quarters | $137.0M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.9M | — | ||
| Q3 25 | $70.6M | $-5.4M | ||
| Q2 25 | $22.7M | $15.5M | ||
| Q1 25 | $24.1M | $49.4M | ||
| Q4 24 | $56.3M | $14.6M | ||
| Q3 24 | $77.3M | $24.6M | ||
| Q2 24 | $23.0M | $-2.9M | ||
| Q1 24 | $49.9M | $-2.6M |
| Q4 25 | $35.1M | — | ||
| Q3 25 | $65.9M | $-12.9M | ||
| Q2 25 | $18.2M | $6.8M | ||
| Q1 25 | $17.9M | $40.6M | ||
| Q4 24 | $54.0M | $7.4M | ||
| Q3 24 | $74.5M | $15.6M | ||
| Q2 24 | $21.0M | $-11.3M | ||
| Q1 24 | $46.8M | $-7.4M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 25.7% | -2.6% | ||
| Q2 25 | 7.1% | 1.4% | ||
| Q1 25 | 7.5% | 8.2% | ||
| Q4 24 | 22.3% | 1.8% | ||
| Q3 24 | 31.0% | 3.3% | ||
| Q2 24 | 9.0% | -2.2% | ||
| Q1 24 | 21.0% | -1.4% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 0.9% | 1.7% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.9% | 1.6% | ||
| Q1 24 | 1.4% | 0.9% |
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | -2.50× | ||
| Q2 25 | 0.66× | 2.96× | ||
| Q1 25 | 0.87× | 19.70× | ||
| Q4 24 | 1.87× | 3.75× | ||
| Q3 24 | 2.11× | 9.01× | ||
| Q2 24 | 0.69× | -0.38× | ||
| Q1 24 | 2.11× | -0.30× |
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% |
ZEUS
| Carbon Flat Products | $268.2M | 55% |
| Specialty Metals Flat Products | $140.9M | 29% |
| Tubular And Pipe Products | $81.6M | 17% |
