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Alarm.com Holdings, Inc. (ALRM) vs SPS Commerce, Inc. (SPSC)

Alarm.com Holdings, Inc. and SPS Commerce, Inc. are both Software Application companies. SPS Commerce, Inc. is the larger, with a market value of $3.1B against $2.8B — 1.1× the size. Alarm.com Holdings, Inc. trades at the lower P/E: 24.1× against 41.0×. SPS Commerce, Inc. grew revenue faster over the last twelve months: 9.80% against 8.72%. Alarm.com Holdings, Inc. has the higher net margin (11.1% vs 10.1%) and the higher return on invested capital (9.71% vs 8.07%). Across the 22 metrics below, Alarm.com Holdings, Inc. leads on 11 and SPS Commerce, Inc. on 11.

Valuation

Metric ALRM SPSC Software Application median
P/E 24.11 40.99 25.41
P/S 2.67 4.03 2.73
P/B 3.27 3.32 2.57
Price to free cash flow 15.79 15.67 17.58
EV/EBITDA 17.57 18.41 15.36
EV/Sales 3.15 3.81 2.59
Earnings yield 4.15% 2.44% 0.00%
Free cash flow yield 6.33% 6.38% 2.24%

Profitability

Metric ALRM SPSC Software Application median
Gross margin 65.81% 69.82% 67.03%
Operating margin 12.83% 12.80% 0.00%
Net margin 11.11% 10.10% 0.00%
Free cash flow margin 17.59% 25.72% 5.01%
Return on equity 14.19% 8.26% 0.00%
Return on assets 6.28% 6.94% 0.00%
Return on invested capital 9.71% 8.07% 0.00%

Growth

Metric ALRM SPSC Software Application median
Revenue growth (TTM) 8.72% 9.80% 12.48%
EPS growth (last fiscal year) 7.42% 20.59% 32.26%
Revenue growth, 5-year CAGR 10.35% 19.17% 14.21%
Net income growth, 5-year CAGR 11.23% 15.41% 0.00%

Health

Metric ALRM SPSC Software Application median
Debt to equity 0.57 0.00 0.02
Current ratio 4.96 2.26 1.52
Net debt to EBITDA 0.16 (0.86) 0.08

Dividend

Metric ALRM SPSC Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric ALRM SPSC Software Application median
Market cap 2.83b 3.13b 357.77m

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