ALRM
Alarm.com Holdings, Inc.
Software - Application
Market Cap$2.33B
5Y Perf.-0.6%
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Stock Comparison
ALRM vs ARLO vs REZI
Revenue, margins, valuation, and 5-year total return — side by side.
ARLO
Arlo Technologies, Inc.
Security & Protection Services
Market Cap$1.62B
5Y Perf.+574.2%
REZI
Resideo Technologies, Inc.
Security & Protection Services
Market Cap$6.04B
5Y Perf.+470.4%
ALRM vs ARLO vs REZI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ALRM | ARLO | REZI |
|---|---|---|---|
| Industry | Software - Application | Security & Protection Services | Security & Protection Services |
| Market Cap | $2.33B | $1.62B | $6.04B |
| Revenue (TTM) | $1.04B | $561M | $7.47B |
| Net Income (TTM) | $128M | $31M | $-527M |
| Gross Margin | 70.3% | 45.1% | 29.4% |
| Operating Margin | 13.3% | 2.7% | 8.1% |
| Forward P/E | 16.9x | 18.5x | 13.1x |
| Total Debt | $1.13B | $7M | $3.17B |
| Cash & Equiv. | $963M | $146M | $661M |
ALRM vs ARLO vs REZI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ALRM
ARLO
REZI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Alarm.com Holdings,… (ALRM) | 100 | 99.4 | -0.6% |
| Arlo Technologies, … (ARLO) | 100 | 674.2 | +574.2% |
| Resideo Technologie… (REZI) | 100 | 570.4 | +470.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALRM vs ARLO vs REZI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: REZI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Alarm.com Holdings, Inc. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
ALRM
Alarm.com Holdings, Inc.
The Income Pick
ALRM is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.17
- Rev growth 7.6%, EPS growth 7.4%, 3Y rev CAGR 6.3%
- 114.6% 10Y total return vs REZI's 38.9%
Best for: income & stability and growth exposure
ARLO
Arlo Technologies, Inc.
The Niche Pick
ARLO is the clearest fit if your priority is efficiency.
- 9.1% ROA vs REZI's -6.2%, ROIC 35.9% vs 9.0%
Best for: efficiency
REZI
Resideo Technologies, Inc.
The Growth Leader
REZI carries the broadest edge in this set and is the clearest fit for growth and value.
- 10.5% revenue growth vs ARLO's 3.6%
- Lower P/E (13.1x vs 18.5x)
- 0.6% yield; 2-year raise streak; the other 2 pay no meaningful dividend
Best for: growth and value
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | REZI | 10.5% revenue growth vs ARLO's 3.6% |
| Value | REZI | Lower P/E (13.1x vs 18.5x) |
| Quality / Margins | ALRM | 12.4% margin vs REZI's -7.1% |
| Stability / Safety | ALRM | Beta 1.17 vs REZI's 2.27 |
| Dividends | REZI | 0.6% yield; 2-year raise streak; the other 2 pay no meaningful dividend |
| Momentum (1Y) | REZI | +111.6% vs ALRM's -12.0% |
| Efficiency (ROA) | ARLO | 9.1% ROA vs REZI's -6.2%, ROIC 35.9% vs 9.0% |
ALRM vs ARLO vs REZI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2025
ALRM vs ARLO vs REZI — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLREZILAGGINGARLO
Who Leads Where
REZI leads in 2 of 6 categories
ALRM leads 1 • ARLO leads 1 • 1 tied
Explore the data ↓ARLOArlo Technologies, In…
1leads
ALRMAlarm.com Holdings, I…
1leads
REZIResideo Technologies,…
2leads
6 Total Categories
CATEGORYLEADERvs ALRMvs ARLOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ALRM4/6
Valuation MetricsMultiples, price ratios, and targets
REZI5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ARLO7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
REZI4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
ALRM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
REZI is the larger business by revenue, generating $7.5B annually — 13.3x ARLO's $561M. ALRM is the more profitable business, keeping 12.4% of every revenue dollar as net income compared to REZI's -7.1%. On growth, ARLO holds the edge at +26.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| RevenueTrailing 12 months | $1.0B | $561M | $7.5B |
| EBITDAEarnings before interest/tax | $178M | $18M | $802M |
| Net IncomeAfter-tax profit | $128M | $31M | -$527M |
| Free Cash FlowCash after capex | $120M | $64M | -$1.3B |
| Gross MarginGross profit ÷ Revenue | +70.3% | +45.1% | +29.4% |
| Operating MarginEBIT ÷ Revenue | +13.3% | +2.7% | +8.1% |
| Net MarginNet income ÷ Revenue | +12.4% | +5.5% | -7.1% |
| FCF MarginFCF ÷ Revenue | +11.5% | +11.5% | -16.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.0% | +26.3% | +2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -9.6% | — | +11.4% |
ALRM leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
REZI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 19.1x trailing earnings, ALRM trades at a 82% valuation discount to ARLO's 106.4x P/E. On an enterprise value basis, REZI's 10.7x EV/EBITDA is more attractive than ARLO's 148.3x.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| Market CapShares × price | $2.3B | $1.6B | $6.0B |
| Enterprise ValueMkt cap + debt − cash | $2.5B | $1.5B | $8.5B |
| Trailing P/EPrice ÷ TTM EPS | 19.11x | 106.43x | -10.68x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.86x | 18.51x | 13.07x |
| PEG RatioP/E ÷ EPS growth rate | 1.92x | — | — |
| EV / EBITDAEnterprise value multiple | 13.76x | 148.35x | 10.65x |
| Price / SalesMarket cap ÷ Revenue | 2.31x | 3.07x | 0.81x |
| Price / BookPrice ÷ Book value/share | 3.11x | 12.84x | 2.06x |
| Price / FCFMarket cap ÷ FCF | 17.03x | 24.27x | — |
REZI leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
ARLO leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
ARLO delivers a 22.9% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $-18 for REZI. ARLO carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to ALRM's 1.27x. On the Piotroski fundamental quality scale (0–9), ARLO scores 7/9 vs REZI's 4/9, reflecting strong financial health.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| ROE (TTM)Return on equity | +14.5% | +22.9% | -18.1% |
| ROA (TTM)Return on assets | +6.4% | +9.1% | -6.2% |
| ROICReturn on invested capital | +12.2% | +35.9% | +9.0% |
| ROCEReturn on capital employed | +8.1% | +4.7% | +9.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 | 4 |
| Debt / EquityFinancial leverage | 1.27x | 0.05x | 1.09x |
| Net DebtTotal debt minus cash | $171M | -$140M | $2.5B |
| Cash & Equiv.Liquid assets | $963M | $146M | $661M |
| Total DebtShort + long-term debt | $1.1B | $7M | $3.2B |
| Interest CoverageEBIT ÷ Interest expense | 15.78x | — | -2.36x |
ARLO leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
REZI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ARLO five years ago would be worth $22,305 today (with dividends reinvested), compared to $5,525 for ALRM. Over the past 12 months, REZI leads with a +111.6% total return vs ALRM's -12.0%. The 3-year compound annual growth rate (CAGR) favors REZI at 34.9% vs ALRM's 0.7% — a key indicator of consistent wealth creation.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| YTD ReturnYear-to-date | -8.3% | +12.6% | +14.5% |
| 1-Year ReturnPast 12 months | -12.0% | +43.3% | +111.6% |
| 3-Year ReturnCumulative with dividends | +2.1% | +116.3% | +145.5% |
| 5-Year ReturnCumulative with dividends | -44.8% | +123.1% | +33.0% |
| 10-Year ReturnCumulative with dividends | +114.6% | -32.6% | +38.9% |
| CAGR (3Y)Annualised 3-year return | +0.7% | +29.3% | +34.9% |
REZI leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — ALRM and REZI each lead in 1 of 2 comparable metrics.
Risk & Volatility
ALRM is the less volatile stock with a 1.17 beta — it tends to amplify market swings less than REZI's 2.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. REZI currently trades 88.9% from its 52-week high vs ARLO's 74.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.17x | 1.48x | 2.27x |
| 52-Week HighHighest price in past year | $60.76 | $19.94 | $45.29 |
| 52-Week LowLowest price in past year | $41.51 | $10.20 | $18.88 |
| % of 52W HighCurrent price vs 52-week peak | +77.4% | +74.7% | +88.9% |
| RSI (14)Momentum oscillator 0–100 | 50.4 | 54.0 | 61.4 |
| Avg Volume (50D)Average daily shares traded | 416K | 1.3M | 1.1M |
Evenly matched — ALRM and REZI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: ALRM as "Buy", ARLO as "Buy", REZI as "Buy". Consensus price targets imply 17.4% upside for ARLO (target: $18) vs -0.7% for REZI (target: $40). REZI is the only dividend payer here at 0.58% yield — a key consideration for income-focused portfolios.
| Metric | ALRMAlarm.com Holding… | ARLOArlo Technologies… | REZIResideo Technolog… |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $50.00 | $17.50 | $40.00 |
| # AnalystsCovering analysts | 19 | 10 | 7 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.6% |
| Dividend StreakConsecutive years of raises | 2 | — | 2 |
| Dividend / ShareAnnual DPS | — | — | $0.23 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.8% | +2.8% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
REZI leads in 2 of 6 categories (Valuation Metrics, Total Returns). ALRM leads in 1 (Income & Cash Flow). 1 tied.
Best OverallResideo Technologies, Inc. (REZI)Leads 2 of 6 categories
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ALRM vs ARLO vs REZI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALRM or ARLO or REZI a better buy right now?
For growth investors, Resideo Technologies, Inc.
(REZI) is the stronger pick with 10. 5% revenue growth year-over-year, versus 3. 6% for Arlo Technologies, Inc. (ARLO). Alarm. com Holdings, Inc. (ALRM) offers the better valuation at 19. 1x trailing P/E (16. 9x forward), making it the more compelling value choice. Analysts rate Alarm. com Holdings, Inc. (ALRM) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ALRM or ARLO or REZI?
On trailing P/E, Alarm.
com Holdings, Inc. (ALRM) is the cheapest at 19. 1x versus Arlo Technologies, Inc. at 106. 4x. On forward P/E, Resideo Technologies, Inc. is actually cheaper at 13. 1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ALRM or ARLO or REZI?
Over the past 5 years, Arlo Technologies, Inc.
(ARLO) delivered a total return of +123. 1%, compared to -44. 8% for Alarm. com Holdings, Inc. (ALRM). Over 10 years, the gap is even starker: ALRM returned +114. 6% versus ARLO's -32. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALRM or ARLO or REZI?
By beta (market sensitivity over 5 years), Alarm.
com Holdings, Inc. (ALRM) is the lower-risk stock at 1. 17β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 94% more volatile than ALRM relative to the S&P 500. On balance sheet safety, Arlo Technologies, Inc. (ARLO) carries a lower debt/equity ratio of 5% versus 127% for Alarm. com Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALRM or ARLO or REZI?
By revenue growth (latest reported year), Resideo Technologies, Inc.
(REZI) is pulling ahead at 10. 5% versus 3. 6% for Arlo Technologies, Inc. (ARLO). On earnings-per-share growth, the picture is similar: Arlo Technologies, Inc. grew EPS 145. 2% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, ALRM leads at 6. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ALRM or ARLO or REZI?
Alarm.
com Holdings, Inc. (ALRM) is the more profitable company, earning 13. 1% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ALRM leads at 13. 4% versus 1. 1% for ARLO. At the gross margin level — before operating expenses — ALRM leads at 63. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ALRM or ARLO or REZI more undervalued right now?
On forward earnings alone, Resideo Technologies, Inc.
(REZI) trades at 13. 1x forward P/E versus 18. 5x for Arlo Technologies, Inc. — 5. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARLO: 17. 4% to $17. 50.
08Which pays a better dividend — ALRM or ARLO or REZI?
In this comparison, REZI (0.
6% yield) pays a dividend. ALRM, ARLO do not pay a meaningful dividend and should not be held primarily for income.
09Is ALRM or ARLO or REZI better for a retirement portfolio?
For long-horizon retirement investors, Alarm.
com Holdings, Inc. (ALRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 17), +114. 6% 10Y return). Both have compounded well over 10 years (ALRM: +114. 6%, ARLO: -32. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ALRM and ARLO and REZI?
These companies operate in different sectors (ALRM (Technology) and ARLO (Industrials) and REZI (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
REZI pays a dividend while ALRM, ARLO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(ALRM: 11.0% · ARLO: 26.3%)Net Margin>
%
(ALRM: 12.4% · ARLO: 5.5%)P/E Ratio<
x
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