ALRMAlarm.com Holdings, Inc.
Services-Prepackaged Software
- Revenue
- $1.0B
- 7.6% YoY
- Operating margin
- 13.2%
- 14% YoY
- EBITDA
- $164M
- 19% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -2.2×
- −$369M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear116% of net incomeCash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear14% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $749M | $843M | $882M | $940M | $1.0B | 7.6% |
| Operating income | $62M | $51M | $67M | $109M | $134M | 23% |
| Net income | $51M | $56M | $80M | $123M | $132M | 7.4% |
| Operating cash flow | $103M | $57M | $136M | $206M | $153M | 26% |
| Capex | $11M | $29M | $8M | $10M | $16M | 61% |
| Stock-based comp | $39M | $53M | $47M | $41M | $33M | 20% |
| Buybacks | $0 | $79M | $27M | $75M | $42M | 45% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $3M | $1M | 49 | — |
| FY2024 | $3M | $2M | 59 | — |
| FY2023 | $2M | $5M | 62 | — |
| FY2022 | $3M | −$2M | 48 | — |
| FY2021 | $4M | $2M | 82 | — |