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Alarm.com Holdings, Inc.（ALRM）与Purple Innovation, Inc.（PRPL）财务数据对比。点击上方公司名可切换其他公司
Alarm.com Holdings, Inc.的季度营收约是Purple Innovation, Inc.的1.9倍（$261.7M vs $140.7M），Alarm.com Holdings, Inc.净利率更高（13.2% vs -2.3%，领先15.5%），Purple Innovation, Inc.同比增速更快（9.1% vs 8.0%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $-7.8M），过去两年Purple Innovation, Inc.的营收复合增速更高（8.3% vs 8.3%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
ALRM vs PRPL — 直观对比
营收规模更大
ALRM
是对方的1.9倍
$140.7M
营收增速更快
PRPL
高出1.1%
8.0%
净利率更高
ALRM
高出15.5%
-2.3%
自由现金流更多
ALRM
多$42.9M
$-7.8M
两年增速更快
PRPL
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $140.7M |
| 净利润 | $34.6M | $-3.2M |
| 毛利率 | 66.0% | 41.9% |
| 营业利润率 | 13.4% | -1.6% |
| 净利率 | 13.2% | -2.3% |
| 营收同比 | 8.0% | 9.1% |
| 净利润同比 | 14.8% | 62.1% |
| 每股收益（稀释后） | $0.66 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ALRMPRPL
| Q4 25 | $261.7M | $140.7M | ||
| Q3 25 | $256.4M | $118.8M | ||
| Q2 25 | $254.3M | $105.1M | ||
| Q1 25 | $238.8M | $104.2M | ||
| Q4 24 | $242.2M | $129.0M | ||
| Q3 24 | $240.5M | $118.6M | ||
| Q2 24 | $233.8M | $120.3M | ||
| Q1 24 | $223.3M | $120.0M |
净利润ALRMPRPL
| Q4 25 | $34.6M | $-3.2M | ||
| Q3 25 | $35.1M | $-11.7M | ||
| Q2 25 | $34.2M | $-17.3M | ||
| Q1 25 | $27.7M | $-19.1M | ||
| Q4 24 | $30.1M | $-8.5M | ||
| Q3 24 | $36.7M | $-39.2M | ||
| Q2 24 | $33.5M | $27.0K | ||
| Q1 24 | $23.6M | $-50.2M |
毛利率ALRMPRPL
| Q4 25 | 66.0% | 41.9% | ||
| Q3 25 | 65.8% | 42.8% | ||
| Q2 25 | 65.6% | 35.9% | ||
| Q1 25 | 67.2% | 39.4% | ||
| Q4 24 | 65.5% | 42.9% | ||
| Q3 24 | 64.8% | 29.7% | ||
| Q2 24 | 65.2% | 40.7% | ||
| Q1 24 | 65.7% | 34.8% |
营业利润率ALRMPRPL
| Q4 25 | 13.4% | -1.6% | ||
| Q3 25 | 14.4% | -10.2% | ||
| Q2 25 | 12.6% | -13.5% | ||
| Q1 25 | 12.4% | -13.9% | ||
| Q4 24 | 12.7% | -6.0% | ||
| Q3 24 | 13.8% | -39.5% | ||
| Q2 24 | 11.0% | -12.1% | ||
| Q1 24 | 8.4% | -19.3% |
净利率ALRMPRPL
| Q4 25 | 13.2% | -2.3% | ||
| Q3 25 | 13.7% | -9.9% | ||
| Q2 25 | 13.5% | -16.5% | ||
| Q1 25 | 11.6% | -18.4% | ||
| Q4 24 | 12.4% | -6.6% | ||
| Q3 24 | 15.3% | -33.1% | ||
| Q2 24 | 14.3% | 0.0% | ||
| Q1 24 | 10.6% | -41.8% |
每股收益（稀释后）ALRMPRPL
| Q4 25 | $0.66 | $0.03 | ||
| Q3 25 | $0.65 | $0.11 | ||
| Q2 25 | $0.63 | $0.16 | ||
| Q1 25 | $0.52 | $0.18 | ||
| Q4 24 | $0.56 | $0.08 | ||
| Q3 24 | $0.67 | $0.36 | ||
| Q2 24 | $0.62 | $0.00 | ||
| Q1 24 | $0.44 | $0.47 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $960.6M | $24.3M |
| 总债务越低越好 | — | $126.7M |
| 股东权益账面价值 | $848.2M | $-29.7M |
| 总资产 | $2.1B | $296.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALRMPRPL
| Q4 25 | $960.6M | $24.3M | ||
| Q3 25 | $1.1B | $32.4M | ||
| Q2 25 | $1.0B | $34.2M | ||
| Q1 25 | $1.2B | $21.6M | ||
| Q4 24 | $1.2B | $29.0M | ||
| Q3 24 | $1.2B | $23.4M | ||
| Q2 24 | $1.1B | $23.4M | ||
| Q1 24 | $747.9M | $34.5M |
总债务ALRMPRPL
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ALRMPRPL
| Q4 25 | $848.2M | $-29.7M | ||
| Q3 25 | $827.2M | $-26.9M | ||
| Q2 25 | $797.3M | $-15.6M | ||
| Q1 25 | $759.6M | $1.3M | ||
| Q4 24 | $726.5M | $20.2M | ||
| Q3 24 | $690.3M | $28.0M | ||
| Q2 24 | $645.5M | $66.4M | ||
| Q1 24 | $728.1M | $65.5M |
总资产ALRMPRPL
| Q4 25 | $2.1B | $296.3M | ||
| Q3 25 | $2.1B | $302.1M | ||
| Q2 25 | $2.1B | $303.8M | ||
| Q1 25 | $2.1B | $293.8M | ||
| Q4 24 | $2.0B | $307.8M | ||
| Q3 24 | $2.0B | $309.3M | ||
| Q2 24 | $1.9B | $362.1M | ||
| Q1 24 | $1.5B | $382.1M |
负债/权益比ALRMPRPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $35.9M | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | $-7.8M |
| 自由现金流率自由现金流/营收 | 13.4% | -5.5% |
| 资本支出强度资本支出/营收 | 0.3% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $137.0M | $-41.9M |
8季度趋势，按日历期对齐
经营现金流ALRMPRPL
| Q4 25 | $35.9M | $-5.8M | ||
| Q3 25 | $70.6M | $-968.0K | ||
| Q2 25 | $22.7M | $-4.0M | ||
| Q1 25 | $24.1M | $-23.1M | ||
| Q4 24 | $56.3M | $6.8M | ||
| Q3 24 | $77.3M | $1.1M | ||
| Q2 24 | $23.0M | $-8.9M | ||
| Q1 24 | $49.9M | $-16.8M |
自由现金流ALRMPRPL
| Q4 25 | $35.1M | $-7.8M | ||
| Q3 25 | $65.9M | $-1.8M | ||
| Q2 25 | $18.2M | $-7.0M | ||
| Q1 25 | $17.9M | $-25.3M | ||
| Q4 24 | $54.0M | $5.7M | ||
| Q3 24 | $74.5M | $101.0K | ||
| Q2 24 | $21.0M | $-11.0M | ||
| Q1 24 | $46.8M | $-19.9M |
自由现金流率ALRMPRPL
| Q4 25 | 13.4% | -5.5% | ||
| Q3 25 | 25.7% | -1.5% | ||
| Q2 25 | 7.1% | -6.6% | ||
| Q1 25 | 7.5% | -24.3% | ||
| Q4 24 | 22.3% | 4.4% | ||
| Q3 24 | 31.0% | 0.1% | ||
| Q2 24 | 9.0% | -9.2% | ||
| Q1 24 | 21.0% | -16.5% |
资本支出强度ALRMPRPL
| Q4 25 | 0.3% | 1.4% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.9% | 1.7% | ||
| Q1 24 | 1.4% | 2.5% |
现金转化率ALRMPRPL
| 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× | -330.22× | ||
| Q1 24 | 2.11× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
