What is Alarm.com Holdings, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Alarm.com Holdings, Inc.'s reported free cash flow gives $67.78 per share. The share price was $65.86 on November 10, 2026, 3% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 5.5% | 10.0% | $45.53 | -31% |
| Base | 10.5% | 9.0% | $67.78 | +3% |
| Bull | 15.5% | 8.0% | $112.13 | +70% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $84.62 | $89.81 | $96.15 | $104.09 | $114.28 |
| 8.0% | $72.01 | $75.38 | $79.36 | $84.14 | $89.97 |
| 9.0% | $62.83 | $65.13 | $67.78 | $70.88 | $74.55 |
| 10.0% | $55.84 | $57.48 | $59.33 | $61.45 | $63.90 |
| 11.0% | $50.36 | $51.56 | $52.90 | $54.41 | $56.12 |
Where the presets come from
Base: years 1 to 5 grow at Alarm.com Holdings, Inc.'s revenue growth rate over the last 5 fiscal years (10.3% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions