COMP <GO>
ALRM vs INTA // OPERATING MARGIN
Alarm.com Holdings Inc. (NASDAQ) VS. Intapp Inc. (NASDAQ) • 15-METRIC TALLY: ALRM 6
— INTA 4
▲ OPERATING MARGIN LEADER: ALRM
LAST: $66.03 (+1.80%) • MKT CAP: $3.24B
operating-margins
13.20%
LAST: $45.03 (+6.68%) • MKT CAP: $3.45B
operating-margins
-5.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALRM VS. INTA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALRM | INTA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 66.10% | 74.00% | -7.90 | INTA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 64.60% | -9.90% | +74.50 | ALRM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.20% | 4.07% | +0.13 | ALRM | /fcf-yield <GO> |
| Operating Margin ACTIVE | 13.20% | -5.40% | +18.60 | ALRM | /operating-margins <GO> |
| Net Profit Margin | 13.00% | -3.60% | +16.60 | ALRM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 17.10% | -9.50 | INTA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.94 | 4.00 | -1.06 | INTA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | ALRM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.0 | 58.1 | +12.90 | ALRM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.1x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.24B | $3.45B | -$210.2M | INTA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALRM REV | INTA REV | ALRM GROSS % | INTA GROSS % | ALRM FCF | INTA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.01B | $504.1M | 66.1% | 74.0% | $137.0M | $121.9M |
| FY 2024 | $939.8M | $430.5M | 65.3% | 71.3% | $196.3M | $64.8M |
| FY 2023 | $881.7M | $350.9M | — | — | $136.0M | $27.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALRM // BETA —
INTA // BETA —