The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

ALRM

Concerning the House

Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other. The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.

United States · www.alarm.com

The Long Run

FY 2015–2025 · 11 years

LineLatestCAGRTrend
Revenue$939.83M+33.1%
Operating income$66.83M+14.0%
Net income$36.68M+11.7%
Cash from ops$135.97M+17.5%
Quotation

$55.79

+0.33 (+0.6%)

52w hi$59.16
52w lo$42.13
Vol426.68K
As ofAug 13
The Verdict

Hold

Our score +0.01

Short+0.10
Medium-0.02
Long-0.12

computed 2026-08-13

By the Numbers

Alarm.com Holdings, Inc.

Technology · Software - Application

Market cap$2.74B
Enterprise value$2.85B
Trailing P/E24.69x
Forward P/E18.20x
EV / EBITDA17.02x
P / S (ttm)2.58x
Profit margin11.1%
Return on equity13.3%
Revenue growth+9.2%
Earnings growth-23.4%
Debt / equity62.34
Risk Metrics
Beta vs SPX0.83
Corr SPX0.44
Annual vol30.8%
Annual ret-2.0%
Sharpe-0.07
Max DD-38.8%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.14
Sector+0.07
Technical+0.00
Earnings+0.00
Sentiment+0.17

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$56.08$56.37$54.83$55.79426.68K
Aug 12$55.57$56.12$54.79$55.46292.40K
Aug 11$56.01$57.03$55.60341.32K
Aug 10$57.53$57.91$56.12$56.45405.40K
Aug 7$57.13$57.80$55.41$57.53506.60K