Apogee Enterprises, Inc. (APOG) vs Arlo Technologies, Inc. (ARLO)

Apogee Enterprises, Inc. and Arlo Technologies, Inc. are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.4B against $757.7M — 1.8× the size. Apogee Enterprises, Inc. trades at the lower P/E: 11.5× against 44.3×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 15.7% against 1.79%. Arlo Technologies, Inc. has the higher net margin (5.20% vs 4.88%) and the higher return on invested capital (63.0% vs 8.33%). Across the 21 metrics below, Arlo Technologies, Inc. leads on 12 and Apogee Enterprises, Inc. on 9.

Valuation

Metric APOG ARLO Building Products & Equipment median
P/E 11.52 44.28 24.54
P/S 0.56 2.36 2.00
P/B 1.52 8.76 3.02
Price to free cash flow n/m 20.76 18.49
EV/EBITDA 7.22 60.17 12.63
EV/Sales 0.72 2.15 2.14
Earnings yield 8.68% 2.26% 2.74%
Free cash flow yield (7.44%) 4.82% 3.58%

Profitability

Metric APOG ARLO Building Products & Equipment median
Gross margin 22.80% 45.97% 29.19%
Operating margin 6.88% 2.66% 6.84%
Net margin 4.88% 5.20% 4.05%
Free cash flow margin 8.91% 11.39% 8.72%
Return on equity 13.76% 22.07% 9.28%
Return on assets 6.05% 8.80% 2.88%
Return on invested capital 8.33% 63.02% 5.16%

Growth

Metric APOG ARLO Building Products & Equipment median
Revenue growth (TTM) 1.79% 15.65% 3.11%
EPS growth (last fiscal year) (35.22%) 145.16% —
Revenue growth, 5-year CAGR 2.68% 8.19% 5.37%
Net income growth, 5-year CAGR 28.52% 0.00% 0.00%

Health

Metric APOG ARLO Building Products & Equipment median
Debt to equity 0.46 0.00 0.43
Current ratio 1.76 1.40 1.82
Net debt to EBITDA 1.43 (22.67) 0.98

Dividend

Metric APOG ARLO Building Products & Equipment median
Dividend yield 1.79% — 1.20%
Payout ratio 0.21 0.00 0.04

Size

Metric APOG ARLO Building Products & Equipment median
Market cap 757.73m 1.40b 1.18b

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