ALRM
Alarm.com Holdings, Inc.Technology · $2.6B market cap
Verdict
Share price
$54.68
close of Oct 3, 2026
Fair value
$34.08
Sticker Price
Payback Price
$13.63
buy price
ALRM is Overpriced: at $54.68 it trades 60% above its fair value of $34.08. Its buy price (Payback Price) is $13.63, 75% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 6% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds ALRM. In Q2 2026, 1 added. Who we track
Moves in Q2 2026
Added: Howard Marks
Insider activity
Since Jul 2, 2026: no open-market purchases, 3 sales worth $3.2M and 2 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Trundle Stephen
Chief Executive Officer · 2026-08-24
Sold
$2.9M
Bradley Kevin Christopher
Chief Financial Officer · 2026-08-12
Sold
$297K
Bradley Kevin Christopher
Chief Financial Officer · 2026-07-02
Sold
$35K
Other filings
About Alarm.com Holdings, Inc.
Alarm.com Holdings, Inc. delivers a comprehensive suite of cloud-enabled services tailored for intelligent residential and commercial properties, serving clients across the United States and internationally. The company's operations are divided into two primary divisions: Alarm.com and Other. Its core offerings include interactive security platforms, empowering users to manage and oversee their security systems…
Software - Application
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works