| Stage | ALRM | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $278M | 100.00% | $92.3B | 100.00% | MSFT ×332.26 |
| Gross profit | $182M | 65.56% | $62.6B | 67.79% | MSFT +2.2pp |
| Operating income | $32M | 11.70% | $45.9B | 49.76% | MSFT +38.1pp |
| Pre-tax income | $31M | 11.20% | $46.0B | 49.80% | MSFT +38.6pp |
| Net income | $24M | 8.72% | $36.6B | 39.69% | MSFT +31.0pp |
| Stage | ALRM | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $278M100.00% | $92.3B100.00% | MSFT ×332.26 |
| Gross profit | 65.56%$182M | 67.79%$62.6B | MSFT +2.2pp |
| Operating income | 11.70%$32M | 49.76%$45.9B | MSFT +38.1pp |
| Pre-tax income | 11.20%$31M | 49.80%$46.0B | MSFT +38.6pp |
| Net income |
| 8.72%$24M |
| 39.69%$36.6B |
| MSFT +31.0pp |
No shared counterparties.