Arlo Technologies, Inc. (ARLO) has a MoatMap StockRank of 42/100 based on Quality (70/100), Value (25/100), and Momentum (34/100) factor scores. The current signal is HOLD. Arlo has successfully transitioned toward a high-margin SaaS model for home security, but it lacks any connection to our 18-month macro themes and faces intense competition from tech giants.
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.
| Price | $12.80 |
| Market Cap | $1.4B |
| P/E (TTM) | 46.18 |
| P/E (Forward) | 13.09 |
| Price/Book | 8.82 |
| Return on Equity | 23.3% |
| Return on Invested Capital | 4.4% |
| Debt/Equity | 5.17 |
| Gross Margin | 45.1% |
| Operating Margin | 5.9% |
| Revenue Growth | 26.3% |
| Free Cash Flow | $64M |
Arlo Technologies, Inc. operates in the Building Products & Equipment industry, part of the Industrials sector (United States).