Superworth

Arlo Technologies ARLO

Security & Protection Services, Industrials
$13.03
+3.41%
Market cap
$1.4B
PE
48.3×
Forward PE
n/m
not a meaningful number
Price to sales
2.4×
EV/EBIT
81.2×
Revenue, 12 months
$587.1M
+16% on a year ago
Net margin
5.2%
Free cash flow yield
4.8%

Arlo Technologies trades at 48.3× trailing earnings. Revenue was $587.1M over the last twelve months, up 16% on a year earlier with a 5% net margin.

Charts

Financials

Income statement for ARLO, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
$130M+1%$135.1M+14%$124.2M+12%$127.4M+11%$137.7M+6%$121.6M−10%$119.1M−4%$129.4M+2%$139.5M+1%$141.3M+16%$150.4M+26%$155.9M+21%
Cost of revenue$86.9M−5%$87.7M+1%$76.8M+1%$80.6M+10%$89.3M+3%$76.7M−13%$66.3M−14%$71.3M−12%$83M−7%$75.8M−1%$77.7M+17%$80.7M+13%
Gross profit$43.1M+17%$47.3M+48%$47.4M+35%$46.9M+12%$48.4M+12%$44.9M−5%$52.7M+11%$58.1M+24%$56.5M+17%$65.5M+46%$72.7M+38%$75.2M+30%
R&D$16.8M+2%$16.4M+14%$20.8M+17%$19.6M+11%$17.6M+4%$15.3M−7%$16.2M−22%$18.5M−6%$18.1M+3%$20.9M+37%$22.8M+41%$23.7M+28%
SG&A$28.3M−18%$31.3M−18%$36.7M+19%$39.1M+23%$34.9M+23%$35.1M+12%$38M+4%$37.4M−4%$35.5M+2%$40M+14%$40.9M+8%$47.2M+26%
−$2.3M−84%−$458K−98%−$10.6M−25%−$12.8M+59%−$5.5M+140%−$6M+1216%−$1.5M−86%$1.9M$872K$4.7M$7.6M$2.5M+27%
Pre-tax income−$1.1M−92%$825K−$9.2M−31%−$11.3M+59%−$4.1M+277%−$4.7M−$333K−96%$2.9M$7M$6.1M$15.3M$3.5M+21%
$29K−91%$133K−42%$395K−50%$236K+7%$329K+1035%$132K−1%$502K+27%−$254K$154K−53%$339K+157%$415K−17%$432K
Net income−$1.1M−92%$692K−$9.6M−32%−$11.6M+57%−$4.4M+296%−$4.9M−$835K−91%$3.1M$6.9M$5.8M$14.9M$3M−3%
−$0.01−94%$0.01−$0.10−38%−$0.12+50%−$0.04+300%−$0.05−$0.01−90%$0.03$0.06$0.05$0.13$0.03+0%
94.2M+7%94.8M+7%96.3M+7%97.8M+6%99.7M+6%100.7M+6%102.2M+6%108.1M+10%109.6M+10%114.5M+14%110.5M+8%110.8M+3%

Revenue: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

R&D: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

SG&A: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Operating income: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Income tax: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

Net income: Q1 FY17 and Q1 FY18: 6 months less the 3 months printed beside them.

EPS, diluted: 8 periods, Q1 FY17 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY17 and Q1 FY18: share-days: the 6-month average less the second quarter's. 4 periods, Q4 FY17 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. 5 periods, Q4 FY18 to Q4 FY24: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Industrials nearest Arlo Technologies' size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
ARLOArlo Technologies$1.4B48.3×101×2.4×+16%5.2%
HLMNHillman Solutions$1.4B32.7×82.5×0.9×+6%2.6%
DFINDonnelley Financial Solutions$1.4B38.3×18.8×1.8×+3%4.5%
ENREnergizer$1.5B19.1×22.2×0.5×+2%2.7%
CRAICRA International$1.3B26.6×21.9×1.6×+11%6.2%
HUBGHub$1.6B14.9×18.9×0.4×−6%2.8%
PLPCPreformed Line Products$1.6B37.1×12.7×2.2×+17%5.8%
DSGRDistribution Solutions$1.6B184×41.3×0.8×+6%0.4%
MYEMyers Industries$1.2B33.1×23.4×1.6×+3%4.9%
PRGPROG$1.2B8.4×10.2×0.5×+4%5.7%
VTOLBristow$1.2B11.7×13.3×0.8×+8%6.7%
Peer median$1.4B29.7×20.4×0.8×+5%4.7%

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Industry
Security & Protection Services
Sector
Industrials

Valuation data, not investment advice. Prices as of .