Alarm.com ALRM
Vertical SaaS B2B SaaS Software

Alarm.com trades at 2.2x EV/NTM revenue on a $2.34B enterprise value. Revenue grew 9.2% year over year to $277.7M in the quarter ending June 2026, an annual run rate of $1.11B. Alarm.com reports a 65.6% gross margin and 25.6-month CAC payback.

ARR ($M)
1110
Net Dollar Retention
--
ARR Growth
9.1%
EV / NTM Revenue
2.2x
Payback Period
25.6
EV / Run Rate
2.1x
Price & Key Metrics
Price Performance
Company Details
Share Price: 57.47
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2000
IPO Year: 2015
% of 52 wk High: 100%
Description
Alarm.com, Inc provides cloud based services for remote control, home automation and monitoring services. Monitoring services include contracts through third-party contractors such as ADT. Services include interactive security, video monitoring, energy management and home automation, and are enabled through an ecosystem of integrated devices and hardware partnerships.
Reporting Notes
Categories
Vertical SaaS B2B SaaS Software
Valuation
Market Cap: 2,821.215
Enterprise Value: 2,341.797
EV / Revenue Run Rate: 2.1x
EV / NTM Revenue: 2.2x
EV / 2026 Revenue Estimates: 2.2x
EV / 2027 Revenue Estimates: 2.1x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,110
ARR Growth %: 9%
ARR/Customer ($K): --
ARR/Employee ($K): 559
Revenue
Revenue Run Rate: 1,110
ARR: 1,110
2026 Revenue Estimates: 1,065
2027 Revenue Estimates: 1,119
2028 Revenue Estimates: --
LTM Revenue: 1,060
Last Year Run Rate: 1,017
Growth
Revenue Growth: 9%
ARR Growth: 9%
Growth Persistence: 105%
2026 Revenue Growth Estimates: 6%
2027 Revenue Growth Estimates: 5%
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Alarm.com growing?

Alarm.com grew revenue 9.2% year over year, reaching $277.7M in the quarter ending June 2026.

What multiple does Alarm.com trade at?

Alarm.com trades at 2.2x EV/NTM revenue and 2.1x EV/run-rate, on an enterprise value of $2.34B.

Is Alarm.com profitable?

For Alarm.com, operating income was $32.5M last quarter and LTM free cash flow margin is 17.6%.

How long does it take Alarm.com to pay back CAC?

Alarm.com recovers customer acquisition cost in about 25.6 months.

What sector is Alarm.com in?

Public Comps classifies Alarm.com under Vertical SaaS, B2B SaaS, and Software.

Where does Public Comps get Alarm.com's data?

Figures come from Alarm.com's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.