Alarm.com Holdings vs Progress Software
Alarm.com Holdings and Progress Software are similar in size: $1.01bn and $978m of revenue in their latest fiscal years. Progress Software grew faster (29.8% against 7.6%). Alarm.com Holdings kept more of each dollar of sales as profit: a net margin of 13.1% against 7.5%. Alarm.com Holdings carries less debt relative to equity (0.0% against 292.7%).
| Latest fiscal year | Alarm.com HoldingsALRM, 2025 | Progress SoftwarePRGS, 2025 |
|---|---|---|
| Revenue | $1.01bn | $978m |
| Revenue growth | 7.6% | 29.8% |
| Net income | $133m | $73.1m |
| Operating margin | 13.2% | 15.7% |
| Net margin | 13.1% | 7.5% |
| Return on equity | 16.8% | 15.9% |
| Free cash flow | $137m | $229m |
| Cash | $961m | $94.8m |
| Total debt | $0 | $1.40bn |
| Debt to equity | 0.0% | 292.7% |
| Dividend per share | — | — |
| Dividend yield | — | 0.0% |
| Share buybacks | $41.6m | $105m |
| Employees | 2,058 | — |
| Market value | $3.23bn | $1.82bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 58 (Moderate) | 64 (Moderate) |
| Insider trades, 12 months | 4 buys, 19 sales | 0 buys, 18 sales |