Alarm.com has partnered with over 9000 security companies.
Customer renewal rate is 94% for each of the last 5 years.
This a small cap ($3B) and has niche that I really like. You get a home security system and you basically stay with it forever. Recurring revenue. Tech. SaaS model - that's pretty much all I need to hear.
Add to that great management.
People will need security in good and bad times.