Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc.

ALRMยทNASDAQ

$44.99

-1.7%
TechnologySoftware - Application

Alarm.com Holdings, Inc. provides cloud-based solutions for smart residential and commercial properties in the United States and internationally. It operates in two segments, Alarm.com and Other. The company provides interactive security solutions to control and monitor their security systems, as well as connected security devices, including door locks, motion sensors, door locks, garage doors, Internet of Things, thermostats, and video cameras; and video monitoring solutions, such as video analytics, live streaming, video doorbell, video clips, video alerts, continuous high definition recording, and commercial video surveillance solutions. It also offers intelligent automation and energy management solutions comprising scenes button; smart thermostat schedules; responsive savings; precision comfort; energy usage monitoring; heating, ventilation, and air conditioning monitoring services; whole home water safety solutions; geo-services; and demand response programs. In addition, the company provides commercial solutions, such as daily safeguards, commercial grade video, energy savings, protection for valuables and inventory, temperature monitoring, multi-site management and access control, early identification, simple to use, professionally supported, and easy to maintain. Further, it offers service provider solutions, including a permission-based online portal that offers account management, sales, marketing, training, and support tools; sales, marketing, and training services; and home builder programs, as well as wellness solutions. The company serves residential and commercial subscribers. Alarm.com Holdings, Inc. was founded in 2000 and is based in Tysons, Virginia.

At a Glance

Live Snapshot
Market Cap$2.23B
EPS2.6600
P/E Ratio16.91
Earnings Date08/06/2026
Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc. Fair Value Envelope

ALRM ยท NASDAQ

Our analysis suggests that ALRM has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $44.99, this represents a potential HIDDEN relative to our calculated worth for Alarm.com Holdings, Inc..

Intrinsic Value
Current Price: $44.99

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$303.5M
+ Cash & Equivalents$962.7M
Firm Value$1.3B
- Debt$1.1B
Equity Value$133.0M
/ Shares Outstanding49,879,700B
DCF Value$3
OVERVALUED BY 94%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$107.1M
$74.8M
$52.2M
$36.4M
$25.4M
$17.8M
$12.4M
$8.7M
$6.0M
$4.2M
Maintenance CapEx
-$2.3M
-$1.6M
-$1.1M
-$773.9K
-$540.4K
-$377.3K
-$263.5K
-$184.0K
-$128.4K
-$89.7K
Owner Earnings
$104.8M
$73.2M
$51.1M
$35.7M
$24.9M
$17.4M
$12.1M
$8.5M
$5.9M
$4.1M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$97.0M
$62.7M
$40.6M
$26.2M
$17.0M
$11.0M
$7.1M
$4.6M
$3.0M
$1.9M
Terminal Value represents 10.7% of Enterprise Value