Alarm.com Holdings vs Clear Secure
Alarm.com Holdings and Clear Secure are similar in size: $1.01bn and $901m of revenue in their latest fiscal years. Clear Secure grew faster (16.9% against 7.6%). Alarm.com Holdings kept more of each dollar of sales as profit: a net margin of 13.1% against 12.1%. Alarm.com Holdings carries less debt relative to equity (0.0% against 0.0%).
| Latest fiscal year | Alarm.com HoldingsALRM, 2025 | Clear SecureYOU, 2025 |
|---|---|---|
| Revenue | $1.01bn | $901m |
| Revenue growth | 7.6% | 16.9% |
| Net income | $133m | $109m |
| Operating margin | 13.2% | 20.7% |
| Net margin | 13.1% | 12.1% |
| Return on equity | 16.8% | 58.1% |
| Free cash flow | $137m | $343m |
| Cash | $961m | $85.7m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | 1.1% |
| Share buybacks | $41.6m | $126m |
| Employees | 2,058 | 3,301 |
| Market value | $3.23bn | $4.88bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 58 (Moderate) | 43 (Weak) |
| Insider trades, 12 months | 4 buys, 19 sales | 0 buys, 78 sales |