Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ARLO
HoldPremium GrowerArlo Technologies, Inc. · Industrials · United States · $1.4B · Avg Vol: $18M/d
COMPANY DESCRIPTION
Arlo Technologies, Inc. is a leading provider of smart home security products, specializing in wire-free security cameras, video doorbells, and related cloud services. The company differentiates itself through its user-friendly, high-quality hardware and a growing subscription-based revenue model for cloud storage and advanced features. Arlo targets the do-it-yourself smart home market, building brand loyalty through innovative and convenient security solutions.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 490.4M | 491.2M | 510.9M | 529.3M | 2.6% | 587.1M | 591.5M | 624.4M | 8.6% |
| EPS | -0.68 | -0.65 | -0.24 | -0.31 | 0.14 | — | 0.28 | 0.19 | 0.21 | 21.1% |
| Shares | — | 88.9M | 95.4M | 100.9M | 105.0M | +18.2% | 107.6M | — | — | — |
| Debt | — | 19.3M | 17.0M | 18.4M | 6.7M | -29.5% | 5.7M | — | — | — |
| Equity | — | 87.7M | 103.3M | 100.9M | 127.8M | 13.4% | — | — | — | — |
| Op CF | — | -46.0M | 38.3M | 51.3M | 78.7M | 43.4% | 78.2M | — | — | — |
| Inv CF | — | -31.8M | -50.7M | 10.8M | 27.8M | — | — | — | — | — |
| Fin CF | — | -13.9M | -15.1M | -40.8M | -42.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ARLO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ARLO | Arlo Technologies, Inc.(you) | $1.4B | 57 | Hold |
| NPKI | NPK International Inc. | $1.1B | 59 | Hold |
| ROCK | Gibraltar Industries, Inc. | $1.3B | 45 | Hold |
| SWIM | Latham Group, Inc. | $833M | 52 | Hold |
| NX | Quanex Building Products Corporation | $892M | 67 | Buy |
| JBI | Janus International Group, Inc. | $667M | 47 | Hold |
| LMB | Limbach Holdings, Inc. | $493M | 45 | Hold |
| PPIH | Perma-Pipe International Holdings, Inc. | $216M | 57 | Hold |
| RWC.AX | Reliance Worldwide Corporation Limited | $2.2B | 85 | Strong Buy |
| AWI | Armstrong World Industries, Inc. | $7.4B | 62 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.2%