ALRM
Alarm.com Holdings, Inc.
ALRM's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over ALRM overall, supported by stronger modeled upside and stronger fundamentals.
ALRM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
ALRM's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
ALRM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 22x | $66.42 | — |
| Cheap | 24x | $53.89 | -19% |
| Current | 29x | $66.42 | — |
| Fair | 45x | $103 | +55% |
| Expensive | 62x | $140 | +112% |
Historical ranges are pointers, not guarantees.
ALRM has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
ALRM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ALRM, with profitability holding steady.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over ALRM on the outlook, with more favorable profitability expectations.
ALRM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.99 | +32% |
| Q3 2026 | $2.27 | -3.8% |
| Q2 2026 | $2.26 | -5% |
| Q1 2026 | $2.41 | +1.7% |
| Q4 2025 | $2.46 | +7.4% |
| Q3 2025 | $2.36 | +2.2% |
| Q2 2025 | $2.38 | +18% |
| Q1 2025 | $2.37 | +40% |
| Q4 2024 | $2.29 | +50% |
ALRM earned $2.27 per share over the past year, down 3.8% from the year before.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over ALRM on earnings, with more consistent year-over-year improvement.
ALRM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $279.4M | +9% |
| Q2 2026 | $277.7M | +9.2% |
| Q1 2026 | $265.2M | +11% |
| Q4 2025 | $261.7M | +8% |
| Q3 2025 | $256.4M | +6.6% |
| Q2 2025 | $254.3M | +8.8% |
| Q1 2025 | $238.8M | +7% |
| Q4 2024 | $242.2M | +7.1% |
ALRM's revenue has grown year over year every quarter since late 2020: $279M last quarter, up 9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +1.3 points |
| Q2 2026 | 12% | -0.9 points |
| Q1 2026 | 12% | -0.5 points |
| Q4 2025 | 13% | +0.6 points |
| Q3 2025 | 14% | +0.6 points |
| Q2 2025 | 13% | +1.6 points |
| Q1 2025 | 12% | +4 points |
| Q4 2024 | 13% | +1.4 points |
ALRM's operating margin was 16% last quarter, up 1.3 points from the same quarter a year ago, near the top of its range since 2019.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over ALRM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over ALRM on profitability, with a higher operating margin.
ALRM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $69.5M | +5.5% |
| Q2 2026 | $37M | +104% |
| Q1 2026 | $49.7M | +177% |
| Q4 2025 | $35.1M | -35% |
| Q3 2025 | $65.9M | -12% |
| Q2 2025 | $18.2M | -13% |
| Q1 2025 | $17.9M | -62% |
| Q4 2024 | $54M | +43% |
ALRM generated $191M in free cash flow over the past year, up 23% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over ALRM on cash flow, with more consistent year-over-year improvement.
ALRM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +58K shares |
| 1 year | -4.2% | -2.5M shares |
| 3 years | +2.2% | +1.2M shares |
| 5 years | +8% | +4.1M shares |
| Available history | +11% | +5.7M shares |
ALRM has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $13.4M |
| Q2 2026 | $25M |
| Q1 2026 | $20M |
| Q4 2025 | $19.1M |
| Q3 2025 | $12.3M |
| Q2 2025 | $5.1M |
| Q1 2025 | $5.1M |
| Q4 2024 | — |
ALRM spent $78M buying back its own shares over the past year, about three times what it spent the year before.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has 1.1B diluted shares, up 1.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
ALRM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.0x | Net Cash |
| Q2 2026 | -2.8x | Net Cash |
| Q1 2026 | -3.0x | Net Cash |
| Q4 2025 | -5.8x | Net Cash |
| Q3 2025 | -6.7x | Net Cash |
| Q2 2025 | -6.6x | Net Cash |
| Q1 2025 | -8.0x | Net Cash |
| Q4 2024 | -8.9x | Net Cash |
ALRM has the edge over MU on leverage, with a lower net debt burden relative to earnings.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
ALRM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 74.2 | Overbought |
| Stochastic | 80.3 | Overbought |
ALRM's weekly RSI is 74 (overbought) and its Stochastic is 80 (overbought).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
ALRM PE vs Technology Sector
| Metric | ALRM | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 28x | 5% above |
| PE % | 31 | 35 | 4 pts below |
ALRM is trading at 29x earnings, in line with the Technology sector's median of 28x.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU has the edge over ALRM on valuation relative to its sector.
ALRM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $60.2 | 10% above |
| 20 week MA | $56.8 | 17% above |
| 50 week MA | $51.1 | 30% above |
| 100 week MA | $53.5 | 24% above |
| 200 week MA | $56.2 | 18% above |
ALRM has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
ALRM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $42.8 | $98.9 | +131% |
| 2021 | $98.9 | $82.8 | -16% |
| 2022 | $82.8 | $49.0 | -41% |
| 2023 | $49.0 | $64.6 | +32% |
| 2024 | $64.6 | $62.1 | -3.9% |
| 2025 | $62.1 | $51.8 | -17% |
| 2026 YTD | $51.8 | $66.4 | +28% |
ALRM's yearly returns have swung widely, from +131% in 2020 to −41% in 2022. It's up 28% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over ALRM on returns for 2026, with the stronger performance.