Head to Head

ALRM vs DAVE: which is the better buy in 2026?

Alarm.com Holdings, Inc.

NASDAQ:ALRM

90/100 Compass

True NorthAccumulate$2.4B

A boring, profitable cash machine sitting on an AI video upgrade cycle the market is treating like a utility.

Full ALRM analysis

Dave Inc.

NASDAQ:DAVE

90/100 Compass

True NorthAccumulate$4.7B

Neobank that actually makes money serving the customers big banks despise, growing 47% and trading like a no-growth lender.

Full DAVE analysis

Factor by factor

FactorALRMDAVE

Revenue Growth3591

Profitability4590

Valuation7643

Momentum4488

Theme Purity7171

Moat5050

Catalysts7878

Market Position5050

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Frequently asked questions

Is ALRM or DAVE the better buy in 2026?

ALRM and DAVE are neck and neck at 90/100 on the Compass right now. The better fit depends on which factors matter most to you.

How does Alexandria compare ALRM and DAVE?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.