Alarm.com (ALRM) vs SPS Commerce (SPSC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Alarm.com (ALRM) has outperformed SPS Commerce (SPSC) over the past year, gaining 6.4% versus a loss of 22.6%. Over five years, ALRM leads with a -32.6% price change compared with -50.3% for SPSC. SPS Commerce is the larger company by market cap ($2.92 billion vs $2.68 billion), about 1.1 times the size.
On valuation, SPS Commerce trades at a lower forward P/E (15.2x vs 17.8x for Alarm.com).
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 | SPSC |
|---|---|---|
| Share price | $54.68 | $81.00 |
| Market cap | $2.68B | $2.92B |
| 1-day change | -2.55% | -0.02% |
| YTD return | +7.17% | -9.12% |
| 1-year return | +6.36% | -22.55% |
| 5-year return | -32.63% | -50.29% |
| P/E ratio (TTM) | 24.19 | 39.13 |
| Forward P/E | 17.81 | 15.21 |
| EPS (TTM) | $2.26 | $2.07 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| 52-week high | $58.15 | $114.87 |
| 52-week low | $41.49 | $49.04 |
| Distance from 52-week high | -5.96% | -29.49% |
| Analyst consensus | none | none |
| Avg. price target upside | +15.22% | -6.85% |
| Average volume | 421.60K | 551.30K |
| Shares outstanding | 49.09M | 36.00M |
| Employees | 2,051 | 2,948 |
| 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
- ALRM has outperformed SPSC by 28.9 percentage points over the past year.
- SPS Commerce trades at a higher earnings multiple (39.1x vs 24.2x trailing P/E).
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 SPS Commerce
SPSC stock →SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States.
Technology · Computer Software: Prepackaged Software · 2,948 employees
ALRM vs SPSC FAQ
Which is bigger, Alarm.com or SPS Commerce?
SPS Commerce (SPSC) is larger, with a market capitalization of $2.92B compared with $2.68B for Alarm.com (ALRM).
Which stock has performed better over the past year, ALRM or SPSC?
ALRM returned +6.36% over the past 12 months, compared with -22.55% for SPSC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ALRM or SPSC?
ALRM has the lower trailing P/E at 24.2, versus 39.1 for SPSC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Alarm.com and SPS Commerce in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.