Arlo Technologies, Inc. (“we” or “Arlo”) is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and award-winning app-controlled devices to create a personalized security ecosystem. Arlo’s deep expertise in cloud services, cutting-edge artificial intelligence (“AI”) and computer vision analytics, wireless connectivity and intuitive user experience design delivers seamless, smart home security for Arlo users that is easy to setup and engage with every day. Our highly secure, cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection – all rooted in a commitment to safeguard privacy for our users and their personal data.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 529M | 529M | 511M | - | - | - |
| Net Income | 15M | 15M | -31M | -22M | -57M | -56M |
| EPS | $0.14 | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 |
| Free Cash Flow | 67M | 67M | 49M | 35M | -48M | -25M |
| ROIC | 0.0% | - | -30.2% | -23.1% | -56.5% | -45.5% |
| Gross Margin | 44.0% | 44.0% | 36.7% | - | - | - |
| Debt/Equity | 0.05 | 0.05 | 0.18 | 0.21 | 0.27 | 0.23 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | 0 | - | -35M | -25M | -57M | -60M |
| Operating Margin | 0.0% | - | -6.8% | - | - | - |
| ROE | 11.7% | 13.1% | -30.2% | -23.1% | -56.5% | -45.5% |
| Shares Outstanding | 107M | 107M | 98M | 92M | 87M | 82M |
Arlo Technologies, Inc. passes 3 of 9 quality checks, indicating weak fundamentals.
Arlo Technologies, Inc. trades at 99.4x trailing earnings, compared to its 15-year median P/E of 15.0x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 22.2x vs a median of 23.2x. The company's 5-year average gross margin is 40.3%. Total shareholder yield (buybacks) is 3.1%. At current prices, the estimated annualized return to fair value is +39.3%.
Arlo Technologies, Inc. (ARLO) has a current P/E ratio of 99.4, compared to its historical median P/E of 15.0. The stock is currently considered Expensive based on its historical valuation range.
Arlo Technologies, Inc. (ARLO) has a 5-year average return on invested capital (ROIC) of -38.8%. This is below average and may indicate limited pricing power.
Arlo Technologies, Inc. (ARLO) has a market capitalization of $1.5B. It is classified as a small-cap stock.
Arlo Technologies, Inc. (ARLO) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 3.07%.
Based on historical P/E analysis, Arlo Technologies, Inc. (ARLO) appears expensive. The current P/E of 99.4 is 563% above its historical median of 15.0.
Arlo Technologies, Inc. (ARLO) operates in the Services-Detective, Guard & Armored Car Services industry, within the Industrials sector.
Arlo Technologies, Inc. (ARLO) reported annual revenue of $529 million in its most recent fiscal year, based on SEC EDGAR filings.
Arlo Technologies, Inc. (ARLO) has a net profit margin of 2.8%. This is a modest margin.
Arlo Technologies, Inc. (ARLO) generated $67 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Arlo Technologies, Inc. (ARLO) has a debt-to-equity ratio of 0.05. This indicates a conservatively financed balance sheet.
Arlo Technologies, Inc. (ARLO) reported earnings per share (EPS) of $0.14 in its most recent fiscal year.
Arlo Technologies, Inc. (ARLO) has a return on equity (ROE) of 13.1%. This indicates moderate shareholder returns.
Arlo Technologies, Inc. (ARLO) has a 5-year average gross margin of 40.3%. This indicates decent pricing power.
The Ledger Terminal provides 10 years of financial data for Arlo Technologies, Inc. (ARLO), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Arlo Technologies, Inc. (ARLO) has a book value per share of $1.20, based on its most recent annual SEC filing.