ALARM.COM HOLDINGS INC (ALRM)
Information Technology · IoT cloud platforms for connected properties and smart buildings · NASDAQ
Cloud-based IoT platform connecting over 170 million residential and commercial property devices through a network of service provider partners for security, automation, and energy management.
What ALARM.COM HOLDINGS INC does
Alarm.com is a cloud-based IoT platform providing security, video surveillance, energy management, and access control solutions for residential, multi-family, small business, and enterprise commercial properties. The company operates through a partner network of service providers who distribute and resell its solutions to end customers, generating recurring SaaS and license revenue alongside hardware sales. With over 170 million connected devices processing more than 365 billion data points annually, it operates as the leading platform for intelligently connected properties across residential and commercial markets.
Themes: ["IoT / connected properties","Smart home and building automation","Security and surveillance","SaaS platform","Energy management","Cloud infrastructure"]
Fundamentals
- Price$51.69 as of 2026-07-09 close
- Market cap$2.5B as of 2026-07-10
- 1-year return-9.9% as of 2026-07-09 close
- P/E19.86 as of 2026-07-10
- Net margin+12.4% as of 2026-07-10
- Gross margin+65.8% as of 2026-07-10
- ROE+15.4% as of 2026-07-10
- Debt / equity0.57 as of 2026-07-10
- Revenue growth (YoY)+8.6% as of 2026-07-10
- Revenue CAGR (3y)+6.3% SEC XBRL
- Beta0.78 as of 2026-07-10
Key risks (from latest filing)
["Dependence on service provider partners for distribution and customer relationships; partner concentration and churn could impact revenue growth and subscriber acquisition","Macroeconomic conditions, recession risk, and inflation could reduce hardware sales and SaaS revenue growth, particularly in residential and small business segments","Supply chain disruptions and tariffs could increase hardware costs and compress margins on connected devices and equipment"]
Competitors & peers
- ADT Inc. (ADT)
- Vivint Smart Home
- Amazon Ring / Amazon Security
- Google Nest
- Apple HomeKit
- Honeywell Home
- 2GIG / Nortek
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.