ARLO · NYSE · Industrials
Arlo Technologies, Inc. (ARLO) — Rank #45 by gross profitability (GP/assets 0.62) · ROE 9.4% · Piotroski F-Score 6 / 9.
As-of 2026-10-30 · CIK 0001736946 · all metrics point-in-time as of the filing date.
About
Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.
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The company offers Arlo Essential Cameras and Doorbells delivers smart home protection, including automated privacy shield, 360-degree coverage, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; ARLO PRO 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including AI-powered recognition and detection; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc.
was incorporated in 2018 and is headquartered in Carlsbad, California.
- Industry
- Building Products & Equipment
- Sector
- Industrials
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 31
- Website
- arlo.com
Company Snapshot
P/E and dividend yield are the primary valuation lenses for mature businesses.
Market Cap
—
P/E (annual)
—
P/S (annual)
—
P/B
—
P/OCF (annual)
—
Shareholder Yield
—
Employees
376
Industry
Building Products & Equipment
Exchange
NYSE
8/10
Flags passed
ARLO passes 8/10 quality flags
2 cautions to review
- CAUTIONDilution above 2%
Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation
- CAUTIONDisclosure regression
A previously-disclosed line item is no longer reported — worth checking the filing for why
- PASSGross margin holding
- PASSRevenue not declining
- PASSOperating margin holding
- PASSPasses safety gate
- PASSBalance sheet stable
- PASSNo competitive retreat
- PASSSBC not compressing margin
- PASSNo valuation convergence
Strengths Deferred revenue growing · RPO outpacing revenue · Sequential beat (rev + EPS)
No data FCF vs investment · Free cash flow — not counted as a pass.
A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
1/1 passGrowth
1/2 passDividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).
Profitability
Does it make money well?
No warning flags · GP/assets 87th percentile of 96 SIC 73 peers
Gross profitability (GP / assets)
0.62
Primary signal (Novy-Marx).
87th pctl of 96 SIC 73 peers
Return on equity
9.4%
Gross margin
44.0%
23rd pctl of 95 SIC 73 peers
Revenue growth (YoY)
3.6%
RPO growth (YoY)
37.6%
Remaining performance obligations growth — RPO > revenue = forward demand building.
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
2.6%
Revenue CAGR (5Y)
8.2%
Earnings CAGR (3Y)
—
FCF CAGR (3Y)
—
Cash Flow Health
Is the cash real?
No data
Free cash flow
—
Operating cash flow minus capex.
Positive free cash flow
FCF vs net income
—
(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.
FCF not below net income
Fails when free cash flow is below net income (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
11.8%
Stock-based comp intensity.
Balance Sheet Strength
Can it survive a storm?
Caution: Dilution above 2% · net cash $101.38M, F-Score 6/9
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
1.36
16th pctl of 87 SIC 73 peers (best = lowest)
Current ratio
1.40×
28th pctl of 95 SIC 73 peers
Quick ratio
0.85×
Net cash
$101.38M
Cash & equivalents minus total debt.
Piotroski F-Score
6 / 9
Fundamental-strength score (0-9).
Valuation
Is the price reasonable?
No warning flags
Capital allocation quality
Composite score
2.7 / 5
Lifecycle Phase History
Price History
Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports