Alarm.com (ALRM) vs Braze (BRZE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Alarm.com (ALRM) has outperformed Braze (BRZE) over the past year, gaining 6.4% versus a gain of 3.1%. Braze is the larger company by market cap ($3.22 billion vs $2.73 billion), about 1.2 times the size. On valuation, Alarm.com trades at a lower forward P/E (18.1x vs 28.9x for Braze).
Alarm.com converts more of its revenue into profit, with a net margin of 13.0% versus -17.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ALRM | BRZE |
|---|---|---|
| Share price | $55.60 | $28.38 |
| Market cap | $2.73B | $3.22B |
| 1-day change | +1.68% | -0.28% |
| YTD return | +7.17% | -17.00% |
| 1-year return | +6.36% | +3.08% |
| 5-year return | -32.63% | — |
| P/E ratio (TTM) | 24.60 | — |
| Forward P/E | 18.11 | 28.90 |
| EPS (TTM) | $2.26 | $-1.03 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.01B | $738.18M |
| Revenue growth (YoY) | +7.59% | +24.40% |
| Net income (latest FY) | $131.63M | $-131.29M |
| Gross margin | 66.15% | 67.15% |
| Operating margin | 13.22% | -19.61% |
| Net margin | 13.02% | -17.79% |
| 52-week high | $58.15 | $37.33 |
| 52-week low | $41.49 | $15.26 |
| Distance from 52-week high | -4.38% | -23.97% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +13.31% | +31.43% |
| Average volume | 424.71K | 2.52M |
| Shares outstanding | 49.09M | 113.58M |
| Employees | 2,051 | 1,988 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Alarm.com is more profitable, keeping 13.0 cents of every revenue dollar as net income versus -17.8 cents for Braze.
- Braze grew revenue faster in its latest fiscal year (+24.40% vs +7.59%).
About Alarm.com
ALRM stock →Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally.
Technology · Computer Software: Prepackaged Software · 2,051 employees
About Braze
BRZE stock →Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide.
Technology · Computer Software: Prepackaged Software · 1,988 employees
ALRM vs BRZE FAQ
Which is bigger, Alarm.com or Braze?
Braze (BRZE) is larger, with a market capitalization of $3.22B compared with $2.73B for Alarm.com (ALRM).
Which stock has performed better over the past year, ALRM or BRZE?
ALRM returned +6.36% over the past 12 months, compared with +3.08% for BRZE (price return, excluding dividends). Past performance does not predict future results.
Are Alarm.com and Braze in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.