Alarm.com vs Arlo Technologies
ALRM and ARLO side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALRM and ARLO compare
Alarm.com is the larger company, worth 2.5 times as much as Arlo Technologies ($3.2B against $1.3B).
On earnings, Alarm.com is cheaper: it trades at 29.4× trailing earnings, against 53.9× for Arlo Technologies.
Arlo Technologies grew revenue faster over the last twelve months (17.1% versus 9.3% for Alarm.com).
Arlo Technologies scores higher on the StockData Score (11 against 9 for Alarm.com), 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 | ALRM | ARLO |
|---|---|---|
| Size and price | ||
| Market cap | $3.2B | $1.3B |
| Share price | $65.36 | $11.86 |
| Change, 1 year | 30.3% | −23.9% |
| Change, 5 years | −21.3% | 50.1% |
| Beta (5Y) | 0.89 | 1.30 |
| Employees | 2,058 | 376 |
| StockData Score | ||
| Total score | 9 | 11 (better) |
| Valuation score | 3 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 1 | 3 (better) |
| Health score | 3 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 29.4× (better) | 53.9× |
| P/S | 3.0× | 2.1× (better) |
| P/B | 3.6× (better) | 7.5× |
| EV/EBITDA | 15.0× (better) | 48.3× |
| P/FCF | 16.8× | – |
| PEG | 0.92 | – |
| FCF yield | 6.0% | – |
| Fair value | $71.44 | $5.40 |
| Margin of safety | 8.5% (better) | −120% |
| Growth | ||
| Revenue growth (TTM) | 9.3% | 17.1% (better) |
| Revenue growth, 5Y average | 10.3% (better) | 8.2% |
| Net income growth (TTM) | – | 470% |
| EPS growth (TTM) | −5.9% | 633% (better) |
| EPS growth, 5Y average | 10.0% | – |
| Profitability | ||
| Gross margin | 66.1% (better) | 47.4% |
| Operating margin | 13.2% (better) | 2.6% |
| Net margin | – | 4.1% |
| FCF margin | 17.7% | – |
| Return on equity | – | 16.4% |
| Return on invested capital | 184% (better) | 21.3% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | 9.5× | – |
| Current ratio | 4.83 (better) | 1.47 |
| Altman Z-score | 4.41 (better) | 4.29 |
| Piotroski F-score | – | 7 |
| Dividends and buybacks | ||
| Buyback yield | 2.4% | 5.0% (better) |
| Shareholder yield | 2.4% | 5.0% (better) |
| Ownership | ||
| Held by institutions | 98.8% | 103% |
| Held by insiders | 5.9% | 2.8% |
| Insider net buying, 12 months | −$8.0M (better) | −$19.8M |
| Short interest, % of float | 7.5% | 13.5% |
Go deeper
- ALRM stock overview
- ALRM income statement
- ALRM valuation and score
- ARLO stock overview
- ARLO income statement
- ARLO valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.