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Provides the cloud software platform behind smart home and business security, video monitoring and automation, sold via dealers.
Provides the cloud software platform behind smart home and business security, video monitoring and automation, sold via dealers.
Licenses software to service providers, called dealers, who bundle it with their monitoring packages and pass on a subscription; Alarm.com collects per-subscriber fees from them. Hardware such as cameras and thermostats is sold to dealers as well, but the subscription carries the profit.
Moat: narrow (distribution, switching costs, installed base). Deep dealer channel relationships and recurring SaaS subscriptions embedded in installed security systems.
Headquarters: Tysons, Virginia, United States · Founded: 2000 · Employees: 1,768
Size Alarm.com (ALRM) is a United States Information Technology company (Packaged Software) with a market value of $3.19B, the 1503rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $65.03 on 6 Nov 2026.
Performance Over six months the shares gained 36.6%, against -1.0% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 8.7% over the last twelve months (peer median +14.3%); the operating margin is 13.0% (peer median 7.8%).
Valuation It trades at 22.4× forward earnings against a peer median of 25.7× (9th cheapest of 18).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.6 points above its cost of capital (7.9% WACC).
Credit Alarm.com has 1 bond outstanding ($500M).
Short interest Short interest is 6.3% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.06B | $1.01B | $940M | $882M | $843M |
| Revenue growth | — | +8% | +7% | +5% | — |
| Gross profit | $664M | $638M | $585M | $525M | $469M |
| EBITDA | $187M | $182M | $151M | $112M | $94.6M |
| Net income | $118M | $133M | $124M | $81.0M | $56.3M |
| Free cash flow | $188M | $137M | $196M | $128M | $28.3M |
| Capital expenditure | $12.5M | $17.6M | $13.2M | $14.2M | $28.6M |
| Total debt | $567M | $1.07B | $1.06B | $526M | $530M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Alarm.com ALRM | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% |
| Resideo Technologies REZI | $2.95B | +6% | +3% | 8% | 13.8× | n/a |
| NRG Energy NRG | $18.6B | -36% | +13% | 5% | 9.0× | 15.4% |
| ADT ADT | $6.66B | +44% | +2% | 25% | 10.3× | -2.9% |
| Arlo Technologies ARLO | $1.33B | -19% | +16% | 3% | 13.8× | 32.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ALRM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.7% | +3.1% | 5th highest of 21 |
| 6-month return | +36.6% | -1.0% | 7th highest of 20 |
| Distance from 52-week high | -6.3% | -38.4% | 2nd highest of 21 |
| Revenue growth (TTM) | +8.7% | +14.3% | 9th lowest of 21 |
| Operating margin | 13.0% | 7.8% | 6th highest of 21 |
| Forward P/E | 22.4× | 25.7× | 9th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | 10.9% | 15.1% | 6th least demanding of 17 |
| Growth delivered (Del g) | +10.3% | +18.8% | 5th lowest of 17 |
| Hurdle (Req g minus delivered) | +0.5 pp | -2.3 pp | 8th most demanding of 17 |
| ROIC minus cost of capital | +2.6 pp | -1.3 pp | 10th highest of 19 |
| EV / EBITDA | 17.7× | 16.8× | 6th cheapest of 11 |
| Net debt / EBITDA | 0.4× | -1.4× | 4th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Alarm.com ALRM | United States | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% | +10.3% |
| Sinch SINCH.ST | Sweden | $3.19B | +13% | -6% | 4% | 13.3× | 23.8% | +27.5% |
| Wix.com WIX | United States | $3.18B | -5% | +14% | -3% | 12.6× | -4.4% | +15.2% |
| Bullish BLSH | United States | $3.20B | -51% | +34% | 18% | 33.6× | 32.3% | +14.4% |
| Freshworks FRSH | United States | $3.18B | +37% | +15% | 8% | 14.5× | 12.9% | +27.4% |
| Tsinghua Tongfang 600100.SS | China | $3.15B | -22% | -11% | -2% | n/a | 30.2% | -10.3% |
| Hexaware Technologies HEXT.NS | India | $3.26B | +9% | +13% | 12% | 21.7× | 15.4% | +16.5% |
| Cellebrite DI CLBT | United States | $3.13B | -2% | +18% | 11% | 38.0× | 22.8% | +19.5% |
| Perfect World 002624.SZ | China | $3.26B | -26% | -8% | 8% | 21.1× | 19.0% | -8.2% |
| Via Transportation VIA | United States | $3.07B | +118% | +29% | -17% | 259.2× | n/a | n/a |
| Liftoff Mobile LFTO | United States | $3.07B | n/a | +35% | 36% | 18.6× | -7.3% | +35.5% |
| Shenzhen Infogem Technologies 300085.SZ | China | $3.06B | -23% | +2% | -11% | n/a | n/a | n/a |
| Intapp INTA | United States | $3.35B | +76% | +14% | -4% | 25.7× | 4.3% | +21.9% |
| DHC Software 002065.SZ | China | $3.04B | -23% | -4% | 3% | 39.5× | 14.8% | +7.1% |
| Beijing Shiji Information Technology 002153.SZ | China | $3.02B | -27% | -4% | -3% | 492.7× | n/a | n/a |
| Agilysys AGYS | United States | $3.42B | +69% | +15% | 13% | 41.6× | 22.9% | +18.4% |
| Intsig Information 688615.SS | China | $2.96B | -26% | +24% | 22% | 34.9× | 12.6% | +22.1% |
| Teradata TDC | United States | $2.96B | +1% | +1% | 8% | 11.6× | -5.4% | -2.0% |
| Beijing 51WORLD Digital Twin Technology 6651.HK | Hong Kong | $2.91B | -1% | +39% | -38% | n/a | n/a | n/a |
| AvePoint AVPT | United States | $3.50B | +45% | +25% | 10% | 37.6× | 31.6% | +22.6% |
| SPS Commerce SPSC | United States | $2.90B | +45% | +7% | 17% | 15.3× | 7.3% | +19.2% |
Alarm.com has 1 bond outstanding with $500M face value.