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 $1.3B against $862.2M — 1.6× the size. Apogee Enterprises, Inc. trades at the lower P/E: 12.9× against 41.9×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 15.7% against 3.01%. Arlo Technologies, Inc. has the higher net margin (5.20% vs 4.68%) and the higher return on invested capital (63.0% vs 7.83%). 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 12.93 41.93 23.15
P/S 0.60 2.24 2.02
P/B 1.64 8.29 2.81
Price to free cash flow n/m 19.66 16.84
EV/EBITDA 7.86 56.66 12.85
EV/Sales 0.81 2.02 2.04
Earnings yield 7.73% 2.38% 2.76%
Free cash flow yield (10.05%) 5.09% 4.23%

Profitability

Metric APOG ARLO Building Products & Equipment median
Gross margin 23.22% 45.97% 29.19%
Operating margin 7.18% 2.66% 6.99%
Net margin 4.68% 5.20% 4.05%
Free cash flow margin 6.75% 11.39% 7.60%
Return on equity 13.11% 22.07% 9.28%
Return on assets 5.59% 8.80% 2.88%
Return on invested capital 7.83% 63.02% 5.16%

Growth

Metric APOG ARLO Building Products & Equipment median
Revenue growth (TTM) 3.01% 15.65% 3.11%
EPS growth (last fiscal year) (35.22%) 145.16% (34.13%)
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 0.64 0.00 0.43
Current ratio 1.78 1.40 1.82
Net debt to EBITDA 1.43 (22.67) 0.98

Dividend

Metric APOG ARLO Building Products & Equipment median
Dividend yield 3.24% — 1.43%
Payout ratio 0.42 — 0.29

Size

Metric APOG ARLO Building Products & Equipment median
Market cap 862.16m 1.34b 1.17b

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