Compare · ALRM vs NET
ALRM vs NET
Side-by-side comparison of Alarm.com Holdings Inc. (ALRM) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ALRM and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 37.3x ALRM ($2.63B).
- Over the past year, ALRM is down 3.3% and NET is up 40.4% - NET leads by 43.7 points.
- NET has been more active in the news (26 items in the past 4 weeks vs 2 for ALRM).
- NET has more recent analyst coverage (25 ratings vs 13 for ALRM).
- Company
- Alarm.com Holdings Inc.
- Cloudflare Inc.
- Price
- $53.23-1.64%
- $277.63+1.93%
- Market cap
- $2.63B
- $98.14B
- 1M return
- +15.81%
- +20.23%
- 1Y return
- -3.26%
- +40.42%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2015
- 2019
- News (4w)
- 2
- 26
- Recent ratings
- 13
- 25
Alarm.com Holdings Inc.
Alarm.com Holdings, Inc. provides cloud-based solutions for smart residential and commercial properties in the United States and internationally. It operates in two segments, Alarm.com and Other. The company provides interactive security solutions to control and monitor their security systems, as well as connected security devices, including door locks, motion sensors, door locks, garage doors, thermostats, and video cameras; and high definition video monitoring solutions, such as video analytics, live streaming, video doorbell, video clips, video alerts, continuous high definition recording, and commercial video surveillance solutions. It also offers intelligent automation and energy management solutions comprising scenes button; smart thermostat schedules; responsive savings; precision comfort; energy usage monitoring; heating, ventilation, and air conditioning monitoring services; whole home water safety solutions; geo-services; and demand response programs. In addition, the company provides commercial solutions, such as daily safeguards, commercial grade video, energy savings, protection for valuables and inventory, temperature monitoring, multi-site management and access control, operational insights, early problem identification, simple to use, professionally supported, and easy to maintain. Further, it offers service provider solutions, including a permission-based online portal that offers account management, sales, marketing, training, and support tools; installation and support tools; business management services; sales, marketing, and training services; and home builder programs, as well as wellness solutions. The company serves residential and commercial subscribers. Alarm.com Holdings, Inc. was founded in 2000 and is headquartered in Tysons, Virginia.
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Latest ALRM
- Alarm.com Expands into Commercial Fire with New Fire Communicator
- Chief Financial Officer Bradley Kevin Christopher sold $35,085 worth of shares (724 units at $48.46), decreasing direct ownership by 0.86% to 83,622 units (SEC Form 4) (tax withholding)
- Alarm.com Introduces Premium Indoor Camera With Built-In Privacy Shutter and Color Night Vision
- Security Industry Seizing Opportunity With Proactive Visual Intelligence, Bringing Transformational Advancements to Traditional Video Surveillance
- Officer Ramos Daniel sold $462,840 worth of shares (10,000 units at $46.28), decreasing direct ownership by 16% to 53,099 units (SEC Form 4)
- Chief Financial Officer Bradley Kevin Christopher sold $101,530 worth of shares (2,200 units at $46.15), decreasing direct ownership by 3% to 84,346 units (SEC Form 4)
- Shooter Detection Systems to Highlight Role of Gunshot Detection in Enhancing Venue and Event Safety at NCS⁴ Annual Conference
- Director Whall Timothy J. was granted 3,222 shares, increasing direct ownership by 29% to 14,404 units (SEC Form 4)
- Director Nevin Darius G was granted 3,222 shares, increasing direct ownership by 13% to 27,597 units (SEC Form 4)
- Director Clarke Donald E was granted 3,222 shares, increasing direct ownership by 22% to 18,175 units (SEC Form 4)
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)