Alarm.com Holdings, Inc. (ALRM) vs Via Transportation Inc. (VIA)

Alarm.com Holdings, Inc. and Via Transportation Inc. are both Software Application companies. Alarm.com Holdings, Inc. and Via Transportation Inc. are of similar size ($3.3B and $3.1B). Via Transportation Inc. has negative trailing earnings, so its P/E is not meaningful; Alarm.com Holdings, Inc. trades at 28.2×. Alarm.com Holdings, Inc. has the higher net margin (10.8% vs −20.0%) and the higher return on invested capital (10.5% vs −19.6%). Across the 16 metrics below, Alarm.com Holdings, Inc. leads on 12 and Via Transportation Inc. on 4.

Valuation

Metric ALRM VIA Software Application median
P/E 28.21 n/m 25.90
P/S 3.04 6.25 3.04
P/B 3.68 4.97 2.60
Price to free cash flow 17.99 n/m 17.17
EV/EBITDA 19.71 n/m 15.48
EV/Sales 3.46 5.61 2.89
Earnings yield 3.54% (5.96%) 0.00%
Free cash flow yield 5.56% (1.57%) 1.98%

Profitability

Metric ALRM VIA Software Application median
Gross margin 66.06% 39.80% 66.89%
Operating margin 13.18% (18.02%) 0.00%
Net margin 10.79% (20.04%) 0.00%
Free cash flow margin 17.55% (9.83%) 5.77%
Return on equity 13.60% 53.32% 0.00%
Return on assets 6.11% (27.43%) 0.00%
Return on invested capital 10.50% (19.61%) 0.00%

Growth

Metric ALRM VIA Software Application median
Revenue growth (TTM) 9.30% — 12.27%
EPS growth (last fiscal year) 7.42% 59.61% 32.11%
Revenue growth, 5-year CAGR 10.35% — 14.34%
Net income growth, 5-year CAGR 11.23% — 0.00%

Health

Metric ALRM VIA Software Application median
Debt to equity 0.55 0.00 0.02
Current ratio 4.83 5.05 1.53
Net debt to EBITDA 0.16 5.45 0.09

Dividend

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

Size

Metric ALRM VIA Software Application median
Market cap 3.29b 3.08b 487.58m

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