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Alarm.com Holdings, Inc.（ALRM）与Priority Technology Holdings, Inc.（PRTH）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Priority Technology Holdings, Inc.的1.1倍（$261.7M vs $247.1M），Alarm.com Holdings, Inc.净利率更高（13.2% vs 3.6%，领先9.6%），Priority Technology Holdings, Inc.同比增速更快（8.8% vs 8.0%），Alarm.com Holdings, Inc.自由现金流更多（$35.1M vs $30.9M），过去两年Priority Technology Holdings, Inc.的营收复合增速更高（9.6% 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。
Priority Technology Holdings, Inc.是一家聚焦信息技术领域的企业，业务围绕计算机、通信系统等相关信息设备展开，涵盖信息的创建、处理、存储、检索与传输等相关信息技术应用服务，依托计算机科学与工程技术支撑业务开展。
ALRM vs PRTH — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $247.1M |
| 净利润 | $34.6M | $8.9M |
| 毛利率 | 66.0% | — |
| 营业利润率 | 13.4% | 13.6% |
| 净利率 | 13.2% | 3.6% |
| 营收同比 | 8.0% | 8.8% |
| 净利润同比 | 14.8% | 23.9% |
| 每股收益（稀释后） | $0.66 | $0.10 |
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
| Q4 25 | $261.7M | $247.1M | ||
| Q3 25 | $256.4M | $241.4M | ||
| Q2 25 | $254.3M | $239.8M | ||
| Q1 25 | $238.8M | $224.6M | ||
| Q4 24 | $242.2M | $227.1M | ||
| Q3 24 | $240.5M | $227.0M | ||
| Q2 24 | $233.8M | $219.9M | ||
| Q1 24 | $223.3M | $205.7M |
| Q4 25 | $34.6M | $8.9M | ||
| Q3 25 | $35.1M | $27.6M | ||
| Q2 25 | $34.2M | $10.9M | ||
| Q1 25 | $27.7M | $8.3M | ||
| Q4 24 | $30.1M | $7.2M | ||
| Q3 24 | $36.7M | $10.6M | ||
| Q2 24 | $33.5M | $994.0K | ||
| Q1 24 | $23.6M | $5.2M |
| 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% | 13.6% | ||
| Q3 25 | 14.4% | 15.6% | ||
| Q2 25 | 12.6% | 15.6% | ||
| Q1 25 | 12.4% | 14.5% | ||
| Q4 24 | 12.7% | 15.0% | ||
| Q3 24 | 13.8% | 16.8% | ||
| Q2 24 | 11.0% | 15.1% | ||
| Q1 24 | 8.4% | 13.6% |
| Q4 25 | 13.2% | 3.6% | ||
| Q3 25 | 13.7% | 11.4% | ||
| Q2 25 | 13.5% | 4.5% | ||
| Q1 25 | 11.6% | 3.7% | ||
| Q4 24 | 12.4% | 3.2% | ||
| Q3 24 | 15.3% | 4.7% | ||
| Q2 24 | 14.3% | 0.5% | ||
| Q1 24 | 10.6% | 2.5% |
| Q4 25 | $0.66 | $0.10 | ||
| Q3 25 | $0.65 | $0.34 | ||
| Q2 25 | $0.63 | $0.14 | ||
| Q1 25 | $0.52 | $0.10 | ||
| Q4 24 | $0.56 | $-0.05 | ||
| Q3 24 | $0.67 | $0.07 | ||
| Q2 24 | $0.62 | $-0.23 | ||
| Q1 24 | $0.44 | $-0.10 |
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 | $77.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $848.2M | $-100.4M |
| 总资产 | $2.1B | $2.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $960.6M | $77.2M | ||
| Q3 25 | $1.1B | $57.0M | ||
| Q2 25 | $1.0B | $50.6M | ||
| Q1 25 | $1.2B | $47.6M | ||
| Q4 24 | $1.2B | $58.6M | ||
| Q3 24 | $1.2B | $41.1M | ||
| Q2 24 | $1.1B | $34.6M | ||
| Q1 24 | $747.9M | $34.3M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $997.5M | ||
| Q2 25 | — | $917.0M | ||
| Q1 25 | — | $918.9M | ||
| Q4 24 | — | $920.9M | ||
| Q3 24 | — | $808.1M | ||
| Q2 24 | — | $809.0M | ||
| Q1 24 | — | $631.4M |
| Q4 25 | $848.2M | $-100.4M | ||
| Q3 25 | $827.2M | $-110.3M | ||
| Q2 25 | $797.3M | $-146.1M | ||
| Q1 25 | $759.6M | $-158.3M | ||
| Q4 24 | $726.5M | $-166.8M | ||
| Q3 24 | $690.3M | $-165.8M | ||
| Q2 24 | $645.5M | $-172.1M | ||
| Q1 24 | $728.1M | $-159.9M |
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | $1.5B | $1.6B |
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 | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | $30.9M |
| 自由现金流率自由现金流/营收 | 13.4% | 12.5% |
| 资本支出强度资本支出/营收 | 0.3% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.04× | 4.12× |
| 过去12个月自由现金流最近4个季度 | $137.0M | $75.1M |
8季度趋势，按日历期对齐
| Q4 25 | $35.9M | $36.8M | ||
| Q3 25 | $70.6M | $36.1M | ||
| Q2 25 | $22.7M | $17.1M | ||
| Q1 25 | $24.1M | $10.0M | ||
| Q4 24 | $56.3M | $23.8M | ||
| Q3 24 | $77.3M | $19.8M | ||
| Q2 24 | $23.0M | $28.7M | ||
| Q1 24 | $49.9M | $13.3M |
| Q4 25 | $35.1M | $30.9M | ||
| Q3 25 | $65.9M | $30.1M | ||
| Q2 25 | $18.2M | $9.2M | ||
| Q1 25 | $17.9M | $4.9M | ||
| Q4 24 | $54.0M | $19.1M | ||
| Q3 24 | $74.5M | $14.5M | ||
| Q2 24 | $21.0M | $23.6M | ||
| Q1 24 | $46.8M | $6.7M |
| Q4 25 | 13.4% | 12.5% | ||
| Q3 25 | 25.7% | 12.5% | ||
| Q2 25 | 7.1% | 3.8% | ||
| Q1 25 | 7.5% | 2.2% | ||
| Q4 24 | 22.3% | 8.4% | ||
| Q3 24 | 31.0% | 6.4% | ||
| Q2 24 | 9.0% | 10.7% | ||
| Q1 24 | 21.0% | 3.3% |
| Q4 25 | 0.3% | 2.4% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 1.8% | 3.3% | ||
| Q1 25 | 2.6% | 2.3% | ||
| Q4 24 | 0.9% | 2.0% | ||
| Q3 24 | 1.2% | 2.3% | ||
| Q2 24 | 0.9% | 2.3% | ||
| Q1 24 | 1.4% | 3.2% |
| Q4 25 | 1.04× | 4.12× | ||
| Q3 25 | 2.01× | 1.31× | ||
| Q2 25 | 0.66× | 1.57× | ||
| Q1 25 | 0.87× | 1.20× | ||
| Q4 24 | 1.87× | 3.29× | ||
| Q3 24 | 2.11× | 1.87× | ||
| Q2 24 | 0.69× | 28.87× | ||
| Q1 24 | 2.11× | 2.56× |
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% |
PRTH
暂无分部数据
