SuperworthAlarm.com ALRM
- Market cap
- $3.1B
- PE
- 29.0×
- 10y median 53.3×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.0×
- EV/EBIT
- 23.8×
- Revenue, 12 months
- $1.1B
- +9% on a year ago
- Net margin
- 11.1%
- Free cash flow yield
- 6.0%
Alarm.com trades at 29.0× trailing earnings, cheaper than 79% of the last ten years. Revenue was $1.1B over the last twelve months, up 9% on a year earlier with a 11% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $221.9M+3% | $226.2M+9% | $223.3M+7% | $233.8M+4% | $240.5M+8% | $242.2M+7% | $238.8M+7% | $254.3M+9% | $256.4M+7% | $261.7M+8% | $265.2M+11% | $277.7M+9% | |
| Cost of revenue | $81.4M−5% | $81.2M+2% | $76.5M+1% | $81.3M−6% | $84.7M+4% | $83.6M+3% | $78.2M+2% | $87.5M+8% | $87.6M+3% | $89M+7% | $90.5M+16% | $95.7M+9% |
| Gross profit | $140.4M+8% | $145M+13% | $146.8M+10% | $152.5M+11% | $155.7M+11% | $158.6M+9% | $160.6M+9% | $166.8M+9% | $168.8M+8% | $172.6M+9% | $174.7M+9% | $182.1M+9% |
| R&D | $61M+10% | $61.3M+7% | $66M+7% | $65.7M+8% | $62.2M+2% | $62M+1% | $68.4M+4% | $69.1M+5% | $66.6M+7% | $66.2M+7% | $72.1M+5% | $71M+3% |
| SG&A | $55.3M+8% | $50.1M+2% | $54.8M−1% | $53.9M+3% | $52.7M−5% | $58.7M+17% | $55.5M+2% | $58.2M+8% | $57.4M+9% | $63M+7% | $61.9M+11% | $69.6M+20% |
| $16.2M−1% | $25.7M+77% | $18.7M+112% | $25.8M+60% | $33.2M+105% | $30.9M+20% | $29.6M+58% | $32M+24% | $37M+12% | $34.9M+13% | $31.6M+7% | $32.5M+1% | |
| Interest expense | $906K | $828K | $796K | $2M+138% | $4.3M+376% | $4.3M+425% | $4.3M+442% | $4.3M+120% | $4.3M+0% | $4.3M−0% | $3.7M−15% | $3.5M−18% |
| Pre-tax income | $23.3M+27% | $39.4M+116% | $26.2M+101% | $33.4M+51% | $43.2M+85% | $38.9M−1% | $35M+34% | $39.3M+18% | $47.5M+10% | $44.7M+15% | $29M−17% | $31.1M−21% |
| $4M+1515% | $8.2M+1579% | $2.7M | $884K−86% | $6.7M+69% | $8.9M+9% | $7.3M+166% | $5.5M+517% | $15.2M+126% | $9.7M+8% | $5.9M−20% | $7.7M+42% | |
| Net income | $19.4M+7% | $31.2M+75% | $23.4M+65% | $32.5M+108% | $36.5M+88% | $30.1M−3% | $27.7M+18% | $34.2M+5% | $35.1M−4% | $34.6M+15% | $23.4M−16% | $24.2M−29% |
| $0.37+6% | $0.58+71% | $0.44+57% | $0.62+107% | $0.67+81% | $0.56−3% | $0.52+18% | $0.63+2% | $0.65−3% | $0.61+9% | $0.47−10% | $0.48−24% | |
| 54.8M−0% | 54.7M−0% | 55M+1% | 56.7M+4% | 59.8M+9% | 60.3M+10% | 60.1M+9% | 60.1M+6% | 58.5M−2% | 56.8M−6% | 56.3M−6% | 55.9M−7% |
Revenue: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them. 48 periods, Q2 FY14 to Q2 FY26: not printed by the filing, worked out from its own lines.
R&D: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
SG&A: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Operating income: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Income tax: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
Net income: Q1 FY14 and Q1 FY15: 6 months less the 3 months printed beside them.
EPS, diluted: 4 periods, Q1 FY14 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY14: share-days: the 6-month average less the second quarter's. 12 periods, Q4 FY14 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Software - Infrastructure nearest Alarm.com's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ALRMAlarm.com | $3.1B | 29.0× | 53.3× | 3.0× | +9% | 11.1% | |
| KDKyndryl | $3.2B | 41.0× | 24.7× | 0.2× | −1% | 0.6% | |
| SPSCSPS Commerce | $3.3B | 44.7× | 92.6× | 4.3× | +10% | 10.1% | |
| AGYSAgilysys | $3.4B | 79.9× | 134× | 10.3× | +14% | 13.0% | |
| NTCTNetscout Systems | $2.9B | 24.2× | 60.2× | 3.3× | +6% | 13.7% | |
| AVPTAvePoint | $3.5B | 51.6× | 197× | 7.5× | +25% | 15.3% | |
| BLKBBlackbaud | $2.5B | 17.4× | 92.0× | 2.2× | +1% | 13.1% | |
| FRSHFreshworks | $4B | 24.2× | 15.9× | 4.5× | +16% | 20.5% | |
| NCNOnCino | $2.4B | 77.2× | 140× | 3.9× | +9% | 5.4% | |
| QTWOQ2 | $4.3B | 49.6× | 49.6× | 5.1× | +14% | 10.9% | |
| CCCCCC Intelligent Solutions | $4.5B | 95.9× | 164× | 4.1× | +12% | 3.8% | |
| Peer median | $3.4B | 47.2× | 92.3× | 4.2× | +11% | 11.9% |
More on Alarm.com
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .