Smartrent vs Stem
Smartrent and Stem are similar in size: $152m and $156m of revenue in their latest fiscal years. Stem grew faster (8.1% against -12.9%). Stem kept more of each dollar of sales as profit: a net margin of 88.2% against -39.8%.
| Latest fiscal year | SmartrentSMRT, 2025 | StemSTEM, 2025 |
|---|---|---|
| Revenue | $152m | $156m |
| Revenue growth | -12.9% | 8.1% |
| Net income | −$60.6m | $138m |
| Operating margin | — | -35.6% |
| Net margin | -39.8% | 88.2% |
| Return on equity | -23.2% | — |
| Free cash flow | −$25.1m | $6.9m |
| Cash | $105m | $48.9m |
| Total debt | $0 | $184m |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $4.9m | — |
| Employees | 418 | 423 |
| Market value | $264m | $21.6m |
| Price vs our value range | — | — |
| Moat score | 0 (Weak) | 0 (Weak) |
| Insider trades, 12 months | 28 buys, 0 sales | 0 buys, 17 sales |