COMPARE · Data as of August 21, 2026
ALRM vs INTU
Verdict: Side-by-side breakdown using the Bull Rankings model. ALRM scored 69.9, INTU scored 85.0 — INTU leads.
Compare another set
ALRM
Alarm.com Holdings, Inc.
69.9
$57.62 · $2.8B
fundamentals as of
Score gap
15.1
INTU leads
INTU
Intuit Inc.
85
$370.56 · $101.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestINTU22.6x
- Fastest growthINTU+15.1%
- Strongest balance sheetINTU0.33
- Highest qualityINTU86 / 100
- Largest discount to fair valueINTU-33%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ALRM
stronger →← stronger
INTU
66
Qualityreturns · margins · balance sheet
86
79
Growthrevenue & earnings expansion
90
66
Valuevaluation vs sector peers
80
INTU is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ALRM
INTU
$188mC
FCF
$7.8bB+
+8.7%B
Rev
+15.1%B+
0.62C+
D/E
0.33B
25.5xB+
P/E
22.6xB+
1.41B
PEG
0.94B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALRM
INTU
23% below
Price vs fair valuelower is cheaper
33% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
+24%
1-yr DCF upside
+29%
+29%
5-yr DCF upside
+50%
+37%
10-yr DCF upside
+85%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALRM
No notable signals flagged.
INTU
Why this score
- Raising its dividend
The companies
ALRMAlarm.com Holdings, Inc.
Why now
Software - Application · market cap $2.8b. Trading near 52-week high of $59.38 — momentum setup, limited technical margin of safety. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $63.00 (implying +9% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 160% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
INTUIntuit Inc.
Why now
Software - Application · market cap $101.4b. Down 47% from 52-week high of $705.08 — deep drawdown territory. Revenue growing +15%, comfortably above the S&P median. PEG 0.94 — paying under fair value for the growth rate. 33 sell-side analysts rate this a Buy with a mean 1-yr target of $446.02 (implying +20% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ALRM and INTU diverge
On the headline score the gap is 15.1 points in favor of INTU. The widest single difference is Quality, where INTU leads by 19.7 points.
- QualityALRM 65.9 · INTU 85.6INTU +19.7
- ValueALRM 65.8 · INTU 80.1INTU +14.3
- GrowthALRM 78.7 · INTU 89.6INTU +10.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.