Alarm.com Holdings, Inc. (ALRM) vs ePlus inc. (PLUS)

Alarm.com Holdings, Inc. and ePlus inc. are both Software Application companies. Alarm.com Holdings, Inc. is the larger, with a market value of $2.6B against $2.4B — 1.1× the size. ePlus inc. trades at the lower P/E: 19.7× against 22.4×. ePlus inc. grew revenue faster over the last twelve months: 16.2% against 8.72%. Alarm.com Holdings, Inc. has the higher net margin (11.1% vs 4.91%) and the lower return on invested capital (9.71% vs 16.3%). Across the 22 metrics below, ePlus inc. leads on 13 and Alarm.com Holdings, Inc. on 9.

Valuation

Metric ALRM PLUS Software Application median
P/E 22.43 19.68 24.79
P/S 2.48 0.96 2.67
P/B 3.05 2.19 3.01
Price to free cash flow 14.69 42.82 16.59
EV/EBITDA 16.54 10.14 14.40
EV/Sales 2.96 0.78 2.62
Earnings yield 4.46% 5.08% 0.00%
Free cash flow yield 6.81% 2.34% 1.91%

Profitability

Metric ALRM PLUS Software Application median
Gross margin 65.81% 25.06% 67.03%
Operating margin 12.83% 6.62% 0.00%
Net margin 11.11% 4.91% 0.00%
Free cash flow margin 17.59% 2.24% 4.32%
Return on equity 14.19% 11.50% 0.00%
Return on assets 6.28% 6.56% 0.00%
Return on invested capital 9.71% 16.25% 0.00%

Growth

Metric ALRM PLUS Software Application median
Revenue growth (TTM) 8.72% 16.21% 12.40%
EPS growth (last fiscal year) 7.42% 24.20% —
Revenue growth, 5-year CAGR 10.35% 9.27% 13.72%
Net income growth, 5-year CAGR 11.23% 12.26% 0.00%

Health

Metric ALRM PLUS Software Application median
Debt to equity 0.57 0.00 0.02
Current ratio 4.96 2.13 1.55
Net debt to EBITDA 0.16 (2.12) 0.06

Dividend

Metric ALRM PLUS Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric ALRM PLUS Software Application median
Market cap 2.62b 2.38b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack