Alarm.com Holdings, Inc. (ALRM) vs Ambarella, Inc. (AMBA)
A side-by-side comparison of Alarm.com Holdings, Inc. and Ambarella, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
ALRM
Alarm.com Holdings, Inc.
$55.58TechnologyDelayed quote: Oct 6, 2026, 1:50 PM EDT
AMBA
Ambarella, Inc.
$68.87TechnologyDelayed quote: Oct 6, 2026, 1:50 PM EDT
Total return — ALRM vs AMBA
growth of $100 · dividends reinvested · last 10yALRM +90.6% (+6.7%/yr)AMBA -2.3% (-0.2%/yr)ALRM compounded faster over this window
ALRM AMBA
ALRM vs AMBA: by the numbers
- •AMBA is the larger company ($3.02B vs $2.75B market cap).
- •ALRM is profitable (11.11% net margin) while AMBA runs a net loss (-13.48%).
- •AMBA grew revenue faster over the past five years (9.31% vs 9.12% CAGR).
Metrics side by side
Valuation
| Metric | ALRM | AMBA |
|---|---|---|
| P/E ratio | 24.59 | N/A |
| Forward P/E | 19.21 | 85.69 |
| PEG ratio | 2.47 | N/A |
| P/S ratio | 2.59 | 7.23 |
| P/B ratio | 3.18 | 4.87 |
| EV / EBITDA | 15.83 | N/A |
| FCF yield | 8.63% | 0.30% |
Profitability
| Metric | ALRM | AMBA |
|---|---|---|
| Gross margin | 63.42% | 58.29% |
| Operating margin | 13.01% | -14.32% |
| Net margin | 11.11% | -13.48% |
| ROE | 13.64% | -9.08% |
| ROIC | 6.99% | -9.32% |
Growth (annualized)
| Metric | ALRM | AMBA |
|---|---|---|
| Revenue CAGR (5Y) | 9.12% | 9.31% |
| EPS CAGR (5Y) | 10.84% | N/A |
| FCF CAGR (5Y) | 23.39% | 17.54% |
| Total return CAGR (5Y) | -6.30% | -14.63% |
Frequently asked
- Which has grown faster, ALRM or AMBA?
- Over the past five years, AMBA grew revenue faster — ALRM at a 9.12% CAGR versus AMBA at 9.31%.
- Is ALRM or AMBA more profitable?
- ALRM runs the higher net margin — ALRM at 11.11% versus AMBA at -13.48%.
- How have ALRM and AMBA total returns compared?
- Over the past 10 years, ALRM delivered 6.76% and AMBA delivered -0.61% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Alarm.com P/E ratioAlarm.com ROEAmbarella ROEAlarm.com operating marginAmbarella operating marginAlarm.com revenue growthAmbarella revenue growthAlarm.com free cash flowAmbarella free cash flow
Alarm.com & Ambarella appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.