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Alarm.com Holdings, Inc.

ALRM Technology Software Application

Alarm.com Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 7.59% from fiscal 2024.

Revenue
+8.99%
EPS
−1.41%
Free cash flow
+5.51%
Total debt
−50.2%

Quarter to September 2026, against a year earlier

64.90 2.13 −3.18%
Market cap
$3.3B
P/E
28.2×
Fwd P/E
30.7×
Dividend yield
—
F-score
5/9
Altman Z
2.55
Beneish M
−2.19
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 7.70
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 3 — — 2 — 6 2 1 2 — — —
Insider Ownership 6.06%

Capital & Financial Ratios $m

Size
Market Cap 3,290.00
Revenue ttm 1,084.02
Net income ttm 116.49
Free cash flow ttm 190.23
Net debt Q (42.91)
Valuation
P/E 28.21
Forward P/E 30.70
Price / sales 3.04
Forward P/S Powerpack
Price / FCF 17.99
Price / book 3.68
Financial health
Current ratio Q 4.83 (at or above 1.5: strong)
Debt / equity Q 0.55
Interest coverage Q 12.36
Growth
Revenue growth Q +8.99% (above 0%: growing)
Operating income growth Q +18.45% (above 0%: growing)
EPS, this year +12.16%
EPS, next year A +4.78%
Revenue, next year A +7.10%
EPS, past 5 yrs +9.96%
EPS, next 5 yrs A +8.83%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 3.5×, against a ten-year median of 4.2×; over the ten years it ranged from 1.3× in 2016 to 8.0× in 2020.
P/E against its own 10 years 21.51%
10-year low 10-year high
P/S against its own 10 years 23.10%
10-year low 10-year high
P/B against its own 10 years 15.99%
10-year low 10-year high
EV/Sales against its own 10 years 36.49%
10-year low 10-year high
EV/FCF against its own 10 years 24.79%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 697 1,221 961 535
Receivables 131 126 142 151
Inventory 96 87 94 101
Other 33 47 76 80
957 1,482 1,273 867
2023 2024 2025 Q'26
Payables 124 139 107 —
ST’ Debt — — 500 —
Other — — — —
175 189 663 179

Compound Annual Growth %

10y 5y 3y
Sales 17.08% 10.35% 6.27%
Cash Flow 18.53% 8.48% 39.16%
Earnings 0.00% 11.23% 33.01%
Book Value 17.43% 12.64% 12.30%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 0.65 Actual 0.77

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 0.62 0.76 Beat by 0.14
Q4 FY25 0.66 0.72 Beat by 0.06
Q1 FY26 0.60 0.65 Beat by 0.05
Q2 FY26 0.65 0.77 Beat by 0.12
Q3 FY26 0.77 — Reports 5 November 2026

EPS $

Mar Jun Sep Dec Year
’26 0.47 0.48 0.66 — —
’25 0.52 0.63 0.65 0.66 2.46
’24 0.44 0.62 0.67 0.56 2.29
’23 0.28 0.30 0.37 0.58 1.53
’22 0.18 0.21 0.35 0.34 1.07
’21 0.29 0.28 0.26 0.18 1.01
’20 0.18 0.34 0.71 0.31 1.53
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 265 278 279 — —
’25 239 254 256 262 1,011
’24 223 234 240 242 940
’23 210 224 222 226 882
’22 205 213 216 208 843
’21 172 189 192 195 749
’20 152 142 159 166 618
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 51 42 75 — —
’25 24 23 71 36 153
’24 50 23 77 56 206
’23 (4) 37 63 40 136
’22 (14) 26 10 34 57
’21 21 24 38 20 103
’20 13 35 19 35 102
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 50 37 69 — —
’25 18 18 66 35 136
’24 46 21 74 52 193
’23 (6) 24 67 31 122
’22 (16) 2 8 34 28
’21 17 21 36 9 83
’20 9 31 15 30 85
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 261 339 420 502 618 749 843 882 940 1,011 1,084 +16.2% 1,083 1,134 1,192 +5.6%
Gross margin, % 61.94 65.72 65.35 63.45 63.20 59.16 59.34 63.12 65.30 66.15 66.06 +4.2 pt
EBT 14 32 12 59 80 46 57 98 142 167 152 +31.3%
EBT margin, % 5.51 9.51 2.78 11.72 12.97 6.15 6.72 11.10 15.07 16.48 13.98 +11.0 pt
Net income 10 29 22 53 77 51 56 80 123 132 116 +32.9%
Per share, $
Per share, $ Revenue 5.71 7.26 8.83 10.37 12.63 15.02 16.88 17.70 18.93 20.31 22.03 +15.1%
Earnings 0.22 0.63 0.45 1.11 1.59 1.05 1.13 1.63 2.50 2.66 2.37 +31.9%
Cash flow 0.49 1.23 1.27 0.97 2.09 2.07 1.14 2.73 4.16 3.08 4.14 +22.5%
Capex (0.23) (0.22) (0.25) (0.40) (0.35) (0.40) (0.57) (0.28) (0.27) (0.35) (0.27) +4.7%
Free cash flow 0.26 1.00 1.02 0.57 1.73 1.67 0.57 2.44 3.89 2.73 3.87 +29.8%
Book value 4.18 4.99 5.83 7.34 9.56 12.30 11.99 13.82 14.64 17.03 18.16 +16.9%
Shares, m 46 47 48 48 49 50 50 50 50 50 49 +1.0%
Valuation, ×
Valuation, × P/E 125.27 60.05 115.27 38.71 65.06 80.77 43.61 38.90 24.42 19.18 28.21 61.1
P/S 4.83 5.18 5.88 4.14 8.19 5.65 2.92 3.58 3.21 2.51 3.04 4.6
P/B 6.59 7.54 8.90 5.85 10.83 6.90 4.11 4.59 4.15 3.00 3.68 6.2
EV/Sales 4.31 5.11 5.69 4.04 7.98 5.28 2.78 3.37 2.97 2.54 3.46 4.4
EV/FCF 94.27 38.35 50.87 76.07 58.08 47.51 98.55 26.62 14.92 20.01 20.49 52.5
Cash, $m
Cash, $m Operating cash flow 23 57 61 47 102 103 57 136 206 153 204 +23.7%
Capex (11) (10) (12) (19) (17) (20) (29) (14) (13) (18) (13) +5.7%
Free cash flow 12 47 49 28 85 83 28 122 193 136 190 +31.0%
Balance, $m
Balance, $m Working capital 150 119 153 168 307 788 726 781 1,293 609 687 +16.8%
Net debt (134) (25) (79) (49) (133) (275) (120) (203) (237) 29 (43) n/m
Shareholders’ equity 191 233 278 356 468 613 599 689 727 848 894 +18.0%
Returns, %
Returns, % ROA 4.16 9.24 5.30 10.72 12.08 5.32 4.40 5.85 7.14 6.35 6.11 +2.2 pt
ROIC 15.33 10.05 3.84 10.26 10.53 11.39 6.66 8.61 13.86 9.52 10.50 (5.8) pt
ROE 5.61 13.79 8.43 16.91 18.91 9.67 9.30 12.59 17.54 16.84 13.60 +11.2 pt
People
People Employees 320 784 288 1,160 1,404 1,500 1,733 1,989 2,010 2,058 — +23.0%
Revenue/emp, $m 0.82 0.43 1.46 0.43 0.44 0.50 0.49 0.44 0.47 0.49 — (5.5%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Alarm.com Holdings, Inc. vs peers in Software Application (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
NATL NCR Atleos Corporation $3.5B 13.0× 9.3× −1.96% (below 0%: shrinking) +275.03% (above 0%: growing) +3,800.00% (above 0%: growing) 25.75% 16.65% Compare
INTA Intapp, Inc. $3.4B — (loss-making) — (loss-making) +15.99% (above 0%: growing) n/m +138.52% (above 0%: growing) 77.89% (0.66%) Compare
AGYS Agilysys, Inc. $3.4B 75.8× 66.4× +17.73% (above 0%: growing) +11.48% (above 0%: growing) −1.19% (below 0%: shrinking) 64.60% 16.33% Compare
FRSH Freshworks Inc. $3.3B 17.2× 113× +14.09% (above 0%: growing) n/m +27.04% (above 0%: growing) 85.33% 11.50% Compare
ALRM Alarm.com Holdings, Inc. $3.3B 28.2× 30.7× +8.99% (above 0%: growing) −1.41% (below 0%: shrinking) +5.51% (above 0%: growing) 66.84% 15.69%
VIA Via Transportation Inc. $3.1B — (loss-making) — (loss-making) +26.67% (above 0%: growing) n/m +28.02% (above 0%: growing) 40.98% (16.03%) Compare
SPSC SPS Commerce, Inc. $2.9B 36.4× 35.4× +4.08% (above 0%: growing) +27.57% (above 0%: growing) +7.23% (above 0%: growing) 71.11% 20.20% Compare
BULL Webull Corporation $2.6B 48.5× — +51.21% (above 0%: growing) n/m −454,633.33% (below 0%: shrinking) 77.70% 22.86% Compare
FSLY Fastly, Inc. $2.5B — (loss-making) — (loss-making) +20.21% (above 0%: growing) n/m +120.03% (above 0%: growing) 63.31% (5.93%) Compare
Median of peers $3.2B 36.4× 50.9× +16.86% +27.57% +27.53% 67.86% 13.92%

All 230 Software Application stocks →

Pay and ownership Proxy statement filed 23 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 2.98m 1.15m 49.32
2024 3.03m 2.22m 58.77
2023 2.44m 4.61m 62.46
2022 2.63m (1.98m) 47.83
2021 3.61m 1.59m 81.98

Ownership

Directors and executive officers, together 4.80%
BlackRock, Inc. 16.90%
The Vanguard Group 12.60%
Disciplined Growth Investors Inc 6.90%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Alarm.com Holdings, Inc. (ALRM) Latest News

5 Nov

Impact 3 · · MarketBeat
Impact 3 · · StockStory
Impact 3 · · Associated Press
Impact 3 · · Business Wire

25 Oct

Impact 4 · · Simply Wall St.

22 Oct

Impact 3 · · Business Wire

20 Oct

Impact 3 · · Trefis

9 Oct

Impact 3 · · StockStory

6 Oct

Impact 4 · · Business Wire

2 Oct

Impact 3 · · StockStory

27 Sep

Impact 3 · · Simply Wall St.

23 Sep

Impact 3 · · StockStory

22 Sep

Impact 3 · · Zacks

10 Sep

Impact 3 ·

12 Aug

Impact 4 ·

7 Aug

Impact 3 · · Moby transcript
Impact 3 ·

6 Aug

Impact 4 ·
Impact 3 · · MarketBeat transcript
Impact 3 ·

4 Aug

Impact 3 ·

16 Jul

Impact 3 ·

18 Jun

Impact 3 ·

24 May

Impact 3 · · Simply Wall St.

18 May

Impact 3 · · StockStory

11 May

Impact 4 · · StockStory

9 May

Impact 4 · · Simply Wall St.

7 May

Impact 4 · · Zacks
Impact 4 · · StockStory
Impact 4 · · MarketBeat

ALRM metrics, ten years each

stockrow.com/ALRM · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com