Arlo Technologies (ARLO) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Arlo Technologies

NYSE•Industrials•Building Products & Equipment

$13.25+0.12(0.01%)Market open

Market Cap

$1.49B

P/E

48.7x

P/S

2.5x

P/B

9.4x

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. 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.

How this company scores

GoodMetricSide Score: 77/100

Strongest: Cash & Earnings Quality (25/25); weakest: Balance Sheet & Red Flags (15/25).

Profitability16/25

Growth21/25

Balance Sheet & Red Flags15/25

Cash & Earnings Quality25/25

Strengths

Growing revenueRising free cash flowHigh ROERising earnings

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 48.7x5y range 47.0x – 416.3x

Currently below its 4-quarter median.

P/S · 2.5x5y range 0.6x – 3.5x

Currently near its 20-quarter median.

P/B · 9.4x5y range 3.5x – 15.1x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Margin Pressure

Red Flag

The company posted negative operating margins in recent quarters — core operations are unprofitable.

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Price & Volume

Market Cap $1.49B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $587.14M
Q. Revenue: $155.94M
TTM EBITDA: $22.47M
TTM Op. Income: $15.60M
Q. Op. Income: $2.46M
TTM Net Income: $30.54M
Q. Net Income: $3.03M
EPS: $0.03
Shares Out.: $108.12M

$587.14M in TTM revenue grew 15.6% YoY, reaching $155.94M last quarter. TTM EBITDA of $22.47M and TTM operating income of $15.60M show growth is flowing through to the bottom line. TTM net income of $30.54M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 5 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 48.2%
EBITDA Margin: 3.5%
Op. Margin: 1.6%
Net Margin: 1.9%

Op. margin of 1.6% is up 0.1% YoY — cost efficiency is improving. Net margin at 1.9% and gross margin of 48.2% show how much of each revenue dollar survives to profit. Over the past year, operating margin is up 5% — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 48.7x
P/S Ratio: 2.5x
P/B Ratio: 9.4x

At 48.7x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 2.5x and P/B of 9.4x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 0% — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $374.58M
Cash: $101.38M
Long-Term Debt: N/A
Book Value: $158.53M
D/E Ratio: N/A
Debt/EBITDA: 0.0

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $11.41M
TTM Free Cash Flow: $66.87M
FCF Margin: 11.4%
FCF / Net Income: 2.2

TTM FCF of $66.87M on $11.41M in operating cash flow. The FCF / Net Income ratio of 2.2x means free cash flow covers net income — earnings are backed by cash. Over the past year, free cash flow is up 17% — an improving trend.