Alarm.Com vs SentinelOne
Alarm.Com reported revenue of $1.0 billion in fiscal 2025, about the same as SentinelOne's $1.0 billion in fiscal 2026. Alarm.Com's revenue grew 7.6% in its latest year, and SentinelOne's grew 21.9%. Alarm.Com had an operating margin of 13.2%, against -32.1% at SentinelOne. Free cash flow was $137 million at Alarm.Com and $76 million at SentinelOne. Their fiscal years end in different months (December 31 and January 31), so the periods don't line up exactly.
Side by side
| Alarm.Com | SentinelOne | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jan 31, 2026 |
| Revenue | $1.0B | $1.0B |
| Revenue growth | 7.6% | 21.9% |
| Revenue growth a year, last 5 years | 10.3% | 60.8% |
| Gross margin | 66.2% | 74.1% |
| Operating margin | 13.2% | −32.1% |
| Net margin | 13.0% | −45.0% |
| Free cash flow | $137M | $76M |
| Free cash flow margin | 13.6% | 7.6% |
| Return on capital | 15.1% | −28.9% |
| Net debt to EBITDA | 0.2x | — |
| Dividends and buybacks | $42M | $200M |
| Change in diluted share count | 1.6% | 4.9% |
| Last close | $65.03 | $21.77 |
| P/E at the last close | 28.6× | — |
| Insider trades, last 12 months | bought $1.3 million, sold $9.2 million | bought $595,600, sold $25.0 million |
| Piotroski F-score | 5 of 9 | 3 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Alarm.ComSentinelOne
Operating margin
Percent of revenue
Alarm.ComSentinelOne
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Alarm.ComSentinelOne
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Alarm.Com and SentinelOne pages.