ADT vs Arlo Technologies
ADT and ARLO side by side, both in miscellaneous business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADT and ARLO compare
ADT is the larger company, worth 5.7 times as much as Arlo Technologies ($7.2B against $1.3B).
Arlo Technologies grew revenue faster over the last twelve months (17.1% versus 2.1% for ADT).
ADT keeps more of each dollar of sales as profit, with a net margin of 11.9% compared with 4.1% at Arlo Technologies.
ADT pays a dividend yielding 2.2%; Arlo Technologies does not pay one.
ADT scores higher on the StockData Score (12 against 11 for Arlo Technologies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADT | ARLO |
|---|---|---|
| Size and price | ||
| Market cap | $7.2B | $1.3B |
| Share price | $9.90 | $11.86 |
| Change, 1 year | 19.1% | −23.9% |
| Change, 5 years | 10.1% | 50.1% |
| Beta (5Y) | 0.92 | 1.30 |
| Employees | 12K | 376 |
| StockData Score | ||
| Total score | 12 (better) | 11 |
| Valuation score | 3 (better) | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 3 | 3 |
| Health score | 2 | 6 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | – | 53.9× |
| P/S | 1.4× (better) | 2.1× |
| P/B | 2.1× (better) | 7.5× |
| EV/EBITDA | 5.6× (better) | 48.3× |
| P/FCF | 3.7× | – |
| FCF yield | 27.2% | – |
| Fair value | $34.70 | $5.40 |
| Margin of safety | 71.5% (better) | −120% |
| Growth | ||
| Revenue growth (TTM) | 2.1% | 17.1% (better) |
| Revenue growth, 5Y average | −0.71% | 8.2% (better) |
| Net income growth (TTM) | −1.6% | 470% (better) |
| EPS growth (TTM) | – | 633% |
| Profitability | ||
| Gross margin | – | 47.4% |
| Operating margin | 25.0% (better) | 2.6% |
| Net margin | 11.9% (better) | 4.1% |
| FCF margin | 38.1% | – |
| Return on equity | 17.2% (better) | 16.4% |
| Return on invested capital | 8.2% | 21.3% (better) |
| Financial health | ||
| Debt / equity | 2.21 (better) | 0.00 |
| Net debt / EBITDA | 2.88 | – |
| Current ratio | 0.69 | 1.47 (better) |
| Altman Z-score | 0.69 | 4.29 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 2.2% | – |
| Payout ratio | 29.5% | – |
| Years of dividend growth | 0 | – |
| Buyback yield | 9.8% (better) | 5.0% |
| Shareholder yield | 12.1% (better) | 5.0% |
| Ownership | ||
| Held by institutions | 98.5% | 103% |
| Held by insiders | 20.0% | 2.8% |
| Insider net buying, 12 months | $526K (better) | −$19.8M |
| Short interest, % of float | 3.6% | 13.5% |
Go deeper
- ADT stock overview
- ADT income statement
- ADT valuation and score
- ARLO stock overview
- ARLO income statement
- ARLO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.