Professional
Added to YB: 2025-05-12
Pitch date: 2025-05-09
ALRM [neutral]
Alarm.com Holdings, Inc.
-9.94%
current return
Author Info
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Company Info
Alarm.com Holdings, Inc. provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally.
Market Cap
$2.7B
Pitch Price
$57.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.68
P/E
23.33
EV/Sales
2.70
Sector
Software
Category
growth
Pernas Research Core Position: Alarm.com Holdings, Inc.
ALRM (holdings update): Q1 revenue $238.8mm (+7%), SAAS $163.8mm (+9%), 95% retention rate (+1%). GAAP net income $27.7mm (+18%), non-GAAP EBITDA $43.5mm (+18%). New AI video deterrence capabilities launched. GM partnership integrating EVs into EnergyHub platform. Evolving beyond home security despite macro headwinds.
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