Added to YB: 2024-12-23
Pitch date: 2024-10-10
ALRM [bullish]
Alarm.com Holdings, Inc.
-2.19%
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
$53.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.68
P/E
23.33
EV/Sales
2.70
Sector
Software
Category
growth
Brown Capital Management Small Company Fund Portfolio Holding: Alarm.com Holdings, Inc.
ALRM: Leading US residential security provider (28% share) with 11% SaaS rev growth. Expanding into commercial, EnergyHub, int'l markets (25% rev). New AI features minimize false alarms. Q3 beat, raised guidance. Hardware rev -7%. Debt offering impacts profitability. Long-term growth potential from market dominance & innovation.
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