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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. Alarm.com Holdings, Inc. is the larger, with a market value of $3.3B against $2.9B — 1.1× the size. Alarm.com Holdings, Inc. trades at the lower P/E: 28.2× against 36.4×. Alarm.com Holdings, Inc. grew revenue faster over the last twelve months: 9.30% against 6.92%. Alarm.com Holdings, Inc. has the higher net margin (10.8% vs 10.7%) and the higher return on invested capital (10.5% vs 8.97%). Across the 22 metrics below, SPS Commerce, Inc. leads on 13 and Alarm.com Holdings, Inc. on 9.

Valuation

Metric ALRM SPSC Software Application median
P/E 28.21 36.41 25.90
P/S 3.04 3.79 3.04
P/B 3.68 3.17 2.60
Price to free cash flow 17.99 14.61 17.17
EV/EBITDA 19.71 16.41 15.48
EV/Sales 3.46 3.56 2.89
Earnings yield 3.54% 2.75% 0.00%
Free cash flow yield 5.56% 6.85% 1.98%

Profitability

Metric ALRM SPSC Software Application median
Gross margin 66.06% 70.23% 66.89%
Operating margin 13.18% 13.79% 0.00%
Net margin 10.79% 10.65% 0.00%
Free cash flow margin 17.55% 25.97% 5.77%
Return on equity 13.60% 8.79% 0.00%
Return on assets 6.11% 7.26% 0.00%
Return on invested capital 10.50% 8.97% 0.00%

Growth

Metric ALRM SPSC Software Application median
Revenue growth (TTM) 9.30% 6.92% 12.27%
EPS growth (last fiscal year) 7.42% 20.59% 32.11%
Revenue growth, 5-year CAGR 10.35% 19.17% 14.34%
Net income growth, 5-year CAGR 11.23% 15.41% 0.00%

Health

Metric ALRM SPSC Software Application median
Debt to equity 0.55 0.00 0.02
Current ratio 4.83 2.25 1.53
Net debt to EBITDA 0.16 (0.86) 0.09

Dividend

Metric ALRM SPSC Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric ALRM SPSC Software Application median
Market cap 3.29b 2.93b 487.58m

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