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 $1.6B against $959.5M — 1.7× the size. Apogee Enterprises, Inc. trades at the lower P/E: 14.4× against 64.5×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 17.1% against 3.01%. Apogee Enterprises, Inc. has the higher net margin (4.68% vs 4.11%) and the higher return on invested capital (7.83% vs 5.77%). Across the 21 metrics below, Apogee Enterprises, Inc. leads on 11 and Arlo Technologies, Inc. on 10.

Valuation

Metric APOG ARLO Building Products & Equipment median
P/E 14.38 64.52 23.33
P/S 0.67 2.68 2.09
P/B 1.82 9.35 2.85
Price to free cash flow n/m 23.53 18.42
EV/EBITDA 8.52 70.17 13.29
EV/Sales 0.87 2.46 2.28
Earnings yield 6.95% 1.55% 3.04%
Free cash flow yield (9.03%) 4.25% 4.26%

Profitability

Metric APOG ARLO Building Products & Equipment median
Gross margin 23.22% 47.38% 31.88%
Operating margin 7.18% 2.64% 7.18%
Net margin 4.68% 4.11% 4.11%
Free cash flow margin 6.75% 13.29% 6.41%
Return on equity 13.11% 16.35% 5.95%
Return on assets 5.59% 6.71% 3.90%
Return on invested capital 7.83% 5.77% 5.54%

Growth

Metric APOG ARLO Building Products & Equipment median
Revenue growth (TTM) 3.01% 17.12% 6.27%
EPS growth (last fiscal year) (35.22%) 145.16% (28.29%)
Revenue growth, 5-year CAGR 2.68% 8.19% 4.81%
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 0.55
Current ratio 1.78 1.47 1.83
Net debt to EBITDA 1.43 (22.67) 1.45

Dividend

Metric APOG ARLO Building Products & Equipment median
Dividend yield 2.35% — 1.37%
Payout ratio 0.34 — 0.28

Size

Metric APOG ARLO Building Products & Equipment median
Market cap 959.53m 1.60b 3.22b

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