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ALRM vs SPSC: Alarm.Com, Inc. vs SPS Commerce, Inc.

Alarm.Com, Inc. (ALRM) and SPS Commerce, Inc. (SPSC) on Torvanta's measures: ALRM grades higher on 1 of the 4 factor families and SPSC on 2.

ALRMSPSC
Value gradeDB-
Growth gradeC-C
Profitability gradeB-B-
Momentum gradeB+C+
Market value$2.8B$2.9B
P/E (trailing)24.9x38.7x
Revenue, last 12 months$1.1B$772.5M
Revenue growth (y/y)+9%+10%
Operating margin12.8%12.8%
Return on invested capital26.4%9.6%
Free-cash-flow yield6.8%6.9%
Total return, 1 year+7.5%-25.0%
Total return, 3 years-6.4%-53.6%

Full ALRM analysis · Full SPSC analysis

Frequently asked questions

Which is better, ALRM or SPSC?

Alarm.Com, Inc. (ALRM) and SPS Commerce, Inc. (SPSC) on Torvanta's measures: ALRM grades higher on 1 of the 4 factor families and SPSC on 2. Which fits an investor depends on their goals; this is research, not a recommendation. Subscribers see where the model ranks each and its expected return.

Which is cheaper, ALRM or SPSC?

On trailing earnings ALRM trades at 24.9x and SPSC at 38.7x; their value grades are D and B- against their sectors.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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