Alarm.com Holdings, Inc. provides cloud-based solutions for smart residential and commercial properties in the United States and internationally.
$65.03-2.98%
报价 2026-11-06
市值
$3.19B
EV
$2.42B
PE (TTM)
16.9x
预期 PE (FY2026)
22.2x
52 周区间距高点 -4.3%
$42.13$67.96
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 3.04 → 3.08(1.0x) | 21.1 |
| FY+32028-12 | 1.1x | 3.04 → 3.38(1.1x) | 19.3 |
毛利率 65% · TTM 收入 $1084M · 基数 EPS 3.04(调整后)
电话会信号
辅助标签Q3 20262026-11-05
上调指引
指引 上调
信心 4
分析师 4
“Preliminary 2027 SaaS revenue of $815-$820 million, implying ~8% growth, with adjusted EBITDA margin ~20.5%.”
原文引用(1)
- 上调指引:we are raising our SaaS and license revenue outlook to between $756.1 million and $756.3 million, an increase of $2 million at the midpoint from our previous guidance.
蓝色标签在暴涨研究中略有区分度;悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告(约 1–3 分钟),结论会显示在这里。
去生成基本面报告 →历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ALRMAlarm.com Holdings, Inc. | $3.19B | -3.0% | +6.5% | 64.5% | 16.9x | 10.6x | 23.4x | |
| YOUClear Secure, Inc. | $5.74B | -1.2% | +25.2% | 68.6% | 31.9x | 18.1x | 12.5x | GARP |
| NATLNCR Atleos Corporation | $3.49B | +0.4% | +3.5% | 24.5% | 18.9x | 4.3x | 17.4x | |
| NPNeptune Insurance Holdings Inc. | $2.64B | -0.1% | +32.3% | 70.8% | 90.8x | 33.6x | 33.3x | 高增长 |
| PLUSePlus inc. | $2.4B | +11.7% | +5.2% | 27% | 18.2x | 10.1x | 76.1x | |
| GRNDGrindr Inc. | $2.35B | -0.7% | +24.5% | 75.5% | 42.3x | 28.9x | 16.1x | GARP |
| RUMRumble Inc. | $2.14B | +4.7% | +145.0% | 20.8% | – | – | – | 高增长 |
| CXMSprinklr, Inc. | $1.55B | -2.5% | +1.6% | 65.1% | 71.5x | 21.2x | 12.7x | |
| WBTNWEBTOON Entertainment Inc. Common stock | $1.31B | +2.2% | -0.4% | 26% | – | – | – | |
| 同行中位数 | – | – | +14.8% | 46.1% | 37.1x | 19.7x | 16.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
暂无季度数据(首次研究运行后填充)。