Added to YB: 2024-12-17
Pitch date: 2024-10-30
ALRM [bullish]
Alarm.com Holdings, Inc.
-3.8%
current return
Author Info
No bio for this author
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
$54.22
Price Target
75.00 (+44%)
Dividend
N/A
EV/EBITDA
17.68
P/E
23.33
EV/Sales
2.70
Sector
Software
Category
value
Alarm.com Holdings, Inc. - $ALRM
ALRM: Resilient business w/ 95% retention & 30% rev from 20%+ growth initiatives. High R&D spend (28% rev) & net cash position make it potential activist/PE target. EBITDA margin could improve 50%. Trades at 4.4x SaaS rev, cheap vs peers. $75 PT based on 5.6x SaaS rev. Risks: ADT moving away (15-20% rev).
Read full article (5 min)