Which Is a Better Investment, AlarmCom Hldg Inc or JFrog Ltd Stock?

By Jenna Brashear
September 02, 2026
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Sifting through countless of stocks in the Software industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in JFrog Ltd., Alarm.com Holdings or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how JFrog Ltd., Alarm.com Holdings and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About JFrog Ltd., Alarm.com Holdings and Inc.

JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage software packages; JFrog Curation functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, from open source or public repositories; JFrog Xray, scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Runtime Security, an optional add-on for select JFrog subscriptions to work with other JFrog Security solutions. It also provides JFrog ML, a platform-integrated solution designed for data science and MLOps teams to transform and store data, build, train, and deploy models, and monitor the entire Machine Learning pipeline; JFrog AI Catalog, an extension of JFrog Curation functionality that allows companies to secure, govern, consume and deploy AI technologies; JFrog AppTrust, an optional component with application risk governance of DevGovOps requirements; JFrog Distribution that provides software package distribution; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets. In addition, the company offers JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-managed-only subscription; JFrog Enterprise X, offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California with additional office in Netanya, Israel.

Alarm.com Holdings, Inc. operates a platform for connected properties in North America and internationally. It operates in two segments, Alarm.com and Other. The company offers residential solutions, such as alarm transmission, smart signal, smart arming, and personal safety and awareness, as well as real-time alerts and always-on monitoring; video monitoring solutions, including video analytics, remote video monitoring, AI deterrence, video doorbell, intelligent integration, and cell connector; scenes, video analytics triggers, smart thermostat schedules, responsive savings, precision comfort, HVAC monitoring service, places feature, whole home water safety solution, and energy usage and solar monitoring solution. It also provides clean energy software and services SaaS platform; commercial grade video solutions, commercial video analytics, smarter access control, enterprise dashboard and multi-site management, connected fleet solution, energy savings, proactive protection for valuables and inventory, temperature monitoring, daily safeguard, and professionally supported and low cost of ownership solutions. In addition, the company offers OpenEye software comprising video surveillance as a service, cameras, recorders, and other peripherals designed for video applications; forensic video search, point-of sale system integration, customer site mapping, and large-scale camera deployments enterprise-level requirements; shooter detection systems; service provider portal, service dashboard, installation and support service provider solutions; and AI-powered enhancements to professional monitoring and false alarm reduction. Further, it provides business management services; sales, marketing, training services; and home builder program hardware and services. The company was founded in 2000 and is headquartered in Tysons, Virginia.

Latest Software and JFrog Ltd., Alarm.com Holdings, Inc. Stock News

As of September 1, 2026, JFrog Ltd. had a $11.3 billion market capitalization, compared to the Software median of $1.1 million. JFrog Ltd.’s stock is up 46.9% in 2026, down 1.2% in the previous five trading days and up 85.9% in the past year.

Currently, JFrog Ltd. does not have a price-earnings ratio. JFrog Ltd.’s trailing 12-month revenue is $600.0 million with a -7.3% net profit margin. Year-over-year quarterly sales growth most recently was 28.8%. Analysts expect adjusted earnings to reach $0.980 per share for the current fiscal year. JFrog Ltd. does not currently pay a dividend.

As of September 1, 2026, Alarm.com Holdings, Inc. had a $2.7 billion market cap, putting it in the 58th percentile of all stocks. Alarm.com Holdings, Inc.’s stock is up 10.8% in 2026, down 0.3% in the previous five trading days and down 5.15% in the past year.

Currently, Alarm.com Holdings, Inc.’s price-earnings ratio is 24.6. Alarm.com Holdings, Inc.’s trailing 12-month revenue is $1.1 billion with a 11.1% net profit margin. Year-over-year quarterly sales growth most recently was 9.2%. Analysts expect adjusted earnings to reach $2.893 per share for the current fiscal year. Alarm.com Holdings, Inc. does not currently pay a dividend.

How We Compare JFrog Ltd., Alarm.com Holdings and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at JFrog Ltd., Alarm.com Holdings and Inc.’s stock grades to see how they measure up against one another.

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JFrog Ltd., Alarm.com Holdings and Inc.’s Quality Grades

Company Ticker Quality
JFrog Ltd. FROG C
Alarm.com Holdings, Inc. ALRM A

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

JFrog Ltd. has a Quality Score of 54, which is Average. Alarm.com Holdings, Inc. has a Quality Score of 97, which is Very Strong.

The Quality Grade Winner: Alarm.com Holdings, Inc.

As you can clearly see from the Quality Grade breakdown above, Alarm.com Holdings, Inc. has a better overall quality grade than JFrog Ltd.. For investors who are looking for companies with higher quality than others in the same industry, Alarm.com Holdings, Inc. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

JFrog Ltd., Alarm.com Holdings and Inc.’s Momentum Grades

Company Ticker Momentum
JFrog Ltd. FROG A
Alarm.com Holdings, Inc. ALRM C

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

JFrog Ltd. has a Momentum Score of 91, which is Very Strong. Alarm.com Holdings, Inc. has a Momentum Score of 58, which is Average.

The Momentum Grade Winner: JFrog Ltd.

As you can clearly see from the Momentum Grade breakdown above, JFrog Ltd. is considered to have stronger momentum compared to Alarm.com Holdings, Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, JFrog Ltd. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

JFrog Ltd., Alarm.com Holdings and Inc.’s Estimate Revisions Grades

Company Ticker Earnings Estimate
JFrog Ltd. FROG B
Alarm.com Holdings, Inc. ALRM B

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

JFrog Ltd. has a Earnings Estimate Score of 78, which is Positive. Alarm.com Holdings, Inc. has a Earnings Estimate Score of 75, which is Positive.

The Earnings Estimate Revisions Grade Winner: It’s a Tie!

Looking at the Earnings Estimate Revisions Grade breakdown above, both JFrog Ltd., Alarm.com Holdings and Inc. have a grade of B. For those focusing solely on a company’s estimate revisions, other financial metrics will need to be evaluated to determine whether JFrog Ltd., Alarm.com Holdings or Inc. is a better fit.

Don’t Forget Your Free Special Report on How A+ Grades Can Help You Make Investment Decisions

Other JFrog Ltd., Alarm.com Holdings and Inc. Grades

In addition to Quality, Estimate Revisions and Momentum, A+ Investor also provides grades for Value and Growth.

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Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether JFrog Ltd., Alarm.com Holdings and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, JFrog Ltd., Alarm.com Holdings or Inc. Stock?

Overall, JFrog Ltd. stock has a Momentum Score of 91, Estimate Revisions Score of 78 and Quality Score of 54.

Alarm.com Holdings, Inc. stock has a Momentum Score of 58, Estimate Revisions Score of 75 and Quality Score of 97.

Comparing JFrog Ltd., Alarm.com Holdings and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

Learn More About A+ Investor

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.



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