Análisis Argos
ALRM
ALRMEn su precio
Alarm.com Holdings, Inc. · Technology
US$ 54.51
precio al 2026-07-28
Valor justo Argos*
US$ 48–53
vs. su valor justo
2% por encima
Score Argos
63/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (13.6%) en línea con lo que la empresa demuestra (12%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 20% por debajo de su valor justo.
Las ganancias crecieron 7% el último año.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR3/6FUTURO3/6PASADO3/6SALUD4/6DIVIDENDO2/6
El Iris de calidad
VALOR3/6FUTURO3/6PASADO3/6SALUD4/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos63de 100En su precio
Ingresos7%
US$ 1 B
Margen operativo17%
13.4%
Flujo de caja libre30%
US$ 0.1 B
Deuda neta
US$ 0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.7B
P/E20.3x
EV/EBITDA15.7x
FCF yield5.1%
ROIC10.4%
Margen operativo13.4%
Crecim. ingresos+7.6%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 17 jul
4 Security and Safety Stocks to Watch Despite Industry Headwinds
The prospects of the Zacks Security and Safety Services industry are hindered by increase in cost and growing labor expenses. ALLE, MSA, ADT and ALRM are some notable stocks in the industry.
benzinga.com · 17 jul
Top 3 Tech Stocks That May Fall Off A Cliff This Month
As of July 17, 2026, three stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
businesswire.com · 16 jul
Alarm.com Expands into Commercial Fire with New Fire Communicator
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, today announced the launch of its Fire Communicator (ADC‑FC100), expanding Alarm.com for Business into the commercial fire category. With the addition of fire alongside intrusion, access control, and video, service providers can now standardize on Alarm.com for Business across the four major categories of commercial security. The Fire Communicator replaces legacy POTS fire commun.
zacks.com · 8 jul
Will Alarm.com (ALRM) Beat Estimates Again in Its Next Earnings Report?
Alarm.com (ALRM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 7 jul
ALRM or ASAZY: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Security and Safety Services sector have probably already heard of Alarm.com Holdings (ALRM) and Assa Abloy AB (ASAZY). But which of these two companies is the best option for those looking for undervalued stocks?
zacks.com · 29 jun
Alarm.com (ALRM) Moves 5.2% Higher: Will This Strength Last?
Alarm.com (ALRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
businesswire.com · 18 jun
Alarm.com Introduces Premium Indoor Camera With Built-In Privacy Shutter and Color Night Vision
TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for intelligently connected properties, announced the ADC‑V530, a premium indoor Wi-Fi camera designed to deliver strong security and built-in privacy. The V530 delivers 4MP HDR video, color night vision with an integrated spotlight, and a physical privacy shutter, all at a lower cost than the previous generation indoor camera. The ADC‑V530 is Alarm.com's first indoor camera with a built-in privacy shutter that physica.
businesswire.com · 10 jun
Shooter Detection Systems to Highlight Role of Gunshot Detection in Enhancing Venue and Event Safety at NCS⁴ Annual Conference
TYSONS, Va.--(BUSINESS WIRE)--Shooter Detection Systems (SDS), an Alarm.com (NASDAQ: ALRM) company and a leading provider of gunshot detection solutions, today announced its participation in the 2026 National Sports Safety and Security Conference & Exhibition (NCS⁴) Annual Conference, taking place June 23-25 in Palm Desert, Calif. The NCS⁴ Annual Conference brings together leading professionals in sports and event safety, including venue operators, security directors, law enforcement, and e.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.