Alarm.com Holdings, Inc.
TechnologyNASDAQ:ALRM · NASDAQ Global Select
+$0.24 today
Vol 0.39M · Avg 0.48M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
15.6%
avg 11.5%
ROIC
5.2%
avg 5.9%
ROA
6.1%
avg 6.2%
Analysis
ROE is currently the strongest return metric at 15.6% versus its period average of 11.5%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Daniel Kerzner | President of Platforms Business | $769,501.00 | — | 50 | $53,099.00 | 0.11% |
Jeffrey A. Bedell | Senior Advisor to the Chief Executive Officer | $656,001.00 | — | 57 | $528,532.00 | 1.07% |
Daniel Ramos | Corporate Secretary, Chief Legal & Compliance Officer and SVP of Corporate Operations | $638,252.00 | — | 57 | $53,099.00 | 0.11% |
Kevin Bradley | Chief Financial Officer | $584,300.00 | — | 41 | $84,346.00 | 0.17% |
Stephen S. Trundle | Chief Executive Officer & Director | $562,501.00 | — | 57 | $9,345.00 | 0.02% |
Donald Natale | Senior Vice President of Sales | — | — | — | $18,175.00 | 0.04% |
Jason DaCosta | Senior Vice President of Customer Operations | — | — | 45 | — | — |
Matthew Zartman | Vice President of Strategic Communications & Investor Relations | — | — | — | — | — |
Reed G. Grothe | Senior Vice President of Business Development | — | — | 70 | — | — |
Alison Slavin | Co-Founder & Senior Vice President of Creation Lab | — | — | 47 | — | — |
Michelle Cipolla-Feinstein | Vice President of Human Resources | — | — | — | $7,815.00 | 0.02% |
Allan Jon Gollinger | Vice President & Controller | — | — | — | $0.00 | <0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$1.26M
Sells
17
$6.03M
Net Sentiment
$4.78M
Net selling
Most Active
Trundle Stephen
6 transactions
1–10 of 21
Analysis
Insiders reported 4 buys worth $1.26M and 17 sells worth $6.03M over the last 12 months. That adds up to net selling of $4.78M. Trundle Stephen was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A1 analysts |
| Revenue | N/A | N/A | +29.4% | +14.1% (13yr)2 analysts |
| Net Income | N/A | N/A | +9.6% | +23.7% (13yr)2 analysts |
| EBIT | N/A | N/A | +2.9% | +25.9% (13yr)2 analysts |
Analysis
Recent growth has been strongest in Revenue at +29.4% over three years. Forward estimates point to EBIT at +25.9% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages ALRM?
Alarm.com Holdings, Inc. (ALRM) lists 12 active executives. The top listed executive is Donald Natale, Senior Vice President of Sales.
Are ALRM insiders buying or selling?
Recent insider activity shows net selling of $3.10M.
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