ALRM
Alarm.com Holdings, Inc.
ALRM
53.38USD
-0.11%
Sep 28, 2026
Price
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Price Action
Constructive pullback in an uptrend
Longer-term context reads damaged structure, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $2.6B
- Avg Volume (60D)
- 416.7K
- Revenue Growth YoY
- +7.6%
- Gross Margin
- +62.6%
- Operating Margin
- +12.8%
- Free Cash Flow Yield
- +7.2%
- Distance from 200DMA
- +8.4%
- Next Earnings
- 2026-11-05
- P/E
- 22.3x
- EV / EBITDA
- 12.6x
- EV / Sales
- 2.0x
60 sessions
FY2025 vs FY2024
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 25, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Dec 31, 2021
Fundamentals & Valuation
Two of the three valuation perspectives say cheap; own history is the dissenting view.
Alarm.com Holdings, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Company Research
Thesis
Alarm.com is a B2B SaaS and technology-platform provider to professional security dealers, monitoring providers, and commercial integrators, rather than a primarily direct-to-consumer monitoring operator. ALRM has a genuine, direct fit to an unrepresented physical-security digitization narrative.
Opportunity
Moderate opportunity
Deployment of cloud-connected intrusion, video, access-control, sensing, and professional-monitoring systems that use analytics and automation to improve property-security outcomes and operational response.
Key risk
Competition from other smart home and security platform providers.
Narrative & Theme
Intelligent Connected Property Protection
Part of AI-Enabled Professional Security and Video Monitoring, with strong fit.
ALRM has a genuine, direct fit to an unrepresented physical-security digitization narrative.
Narrative HeatNeutral5.6 / 10
Theme HeatNeutral6.5 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Alarm.com Holdings, Inc. operates a connected property platform offering smart security, video monitoring, and automation solutions primarily for residential customers in North America and internationally.
How it earns
The company generates revenue mainly through subscription-based services for its connected property platform.
Products & services
Alarm transmission and smart signal
Video monitoring and analytics
AI deterrence and video doorbell
Smart thermostat schedules and energy management
Customers & end markets
Residential property owners
Security service providers
Market position
Leader in the connected property platform market with a broad suite of integrated security and automation services.
Demand drivers
Low cyclicality
Demand for security and smart home solutions tends to be stable and less sensitive to economic cycles.