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Company Analysis

Arlo Technologies, Inc. ARLO

A comprehensive view of key metrics, scores, and financial health for Arlo Technologies, Inc.

Overview of Arlo Technologies, Inc.

ARLO NYQ
Industrials Building Products & Equipment Small Cap
Arlo Technologies, Inc. (ARLO), is a Small Cap company, in the Building Products & Equipment industry, last closed at $13.60, about 46.4% overvalued vs fair value, +23.2% 1Y return, ranked 313/656 in sector.
$13.60
0.67%
As of March 13, 2026
Previous close • Vol 90d: 63.2%
52-Week Range
Market Cap
$1.45B
Enterprise Value
$1.31B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.arlo.com
HQ Carlsbad, CA
Employees 360
Fiscal year Dec 31

Next Events

Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$6
$7
$8
Current: $13.60 -46% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$529.3M
3.6%%
Gross Profit
$232.8M
24.2%%
Operating Income
$6.1M
117.4%%
Net Income
$14.9M
148.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
325.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$45.6M
93.8% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
1/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Arlo Technologies, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
43
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
48
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 85% Coverage
Trade-Off Triangle Visualization A ternary plot showing ARLO's balance between Growth (41.6%), Profitability (30.4%), and Safety (28.0%). Growth 42% Safety 28% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

51th percentile vs peers
52
Key Signals
Rev Growth YoY 3.6% 64p Revenue CAGR 3Y 2.6% 58p EPS Growth YoY -30.2% 25p
Strengths
  • Gross Profit Margin in top 20% of peers (44.0%, 90th percentile)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

37th percentile vs peers
38
Key Signals
Strengths
Risks
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Safety

34th percentile vs peers
35
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Arlo Technologies, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$7.29
- - -
-46.4% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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