Alarm.com Holdings vs Appfolio
Alarm.com Holdings and Appfolio are similar in size: $1.01bn and $951m of revenue in their latest fiscal years. Appfolio grew faster (19.7% against 7.6%). Appfolio kept more of each dollar of sales as profit: a net margin of 14.8% against 13.1%.
| Latest fiscal year | Alarm.com HoldingsALRM, 2025 | AppfolioAPPF, 2025 |
|---|---|---|
| Revenue | $1.01bn | $951m |
| Revenue growth | 7.6% | 19.7% |
| Net income | $133m | $141m |
| Operating margin | 13.2% | — |
| Net margin | 13.1% | 14.8% |
| Return on equity | 16.8% | 26.5% |
| Free cash flow | $137m | $239m |
| Cash | $961m | $107m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $41.6m | $146m |
| Employees | 2,058 | 1,702 |
| Market value | $3.24bn | $8.00bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 58 (Moderate) | 54 (Moderate) |
| Insider trades, 12 months | 4 buys, 19 sales | 0 buys, 396 sales |