Arlo Technologies, Inc. (ARLO) vs Janus International Group, Inc. (JBI)

Arlo Technologies, Inc. and Janus International Group, Inc. are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.3B against $575.8M — 2.3× the size. Janus International Group, Inc. trades at the lower P/E: 17.3× against 41.9×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 15.7% against 0.26%. Arlo Technologies, Inc. has the higher net margin (5.20% vs 3.68%) and the higher return on invested capital (63.0% vs 5.30%). Across the 22 metrics below, Arlo Technologies, Inc. leads on 11 and Janus International Group, Inc. on 11.

Valuation

Metric ARLO JBI Building Products & Equipment median
P/E 41.93 17.32 23.15
P/S 2.24 0.63 2.02
P/B 8.29 1.00 2.81
Price to free cash flow 19.66 6.91 16.84
EV/EBITDA 56.66 7.02 12.85
EV/Sales 2.02 1.10 2.04
Earnings yield 2.38% 5.78% 2.76%
Free cash flow yield 5.09% 14.47% 4.23%

Profitability

Metric ARLO JBI Building Products & Equipment median
Gross margin 45.97% 35.86% 29.19%
Operating margin 2.66% 9.30% 6.99%
Net margin 5.20% 3.68% 4.05%
Free cash flow margin 11.39% 9.15% 7.60%
Return on equity 22.07% 5.95% 9.28%
Return on assets 8.80% 2.54% 2.88%
Return on invested capital 63.02% 5.30% 5.16%

Growth

Metric ARLO JBI Building Products & Equipment median
Revenue growth (TTM) 15.65% 0.26% 3.11%
EPS growth (last fiscal year) 145.16% (22.45%) (34.13%)
Revenue growth, 5-year CAGR 8.19% 10.00% 5.37%
Net income growth, 5-year CAGR 0.00% (1.09%) 0.00%

Health

Metric ARLO JBI Building Products & Equipment median
Debt to equity 0.00 0.95 0.43
Current ratio 1.40 2.94 1.82
Net debt to EBITDA (22.67) 2.19 0.98

Dividend

Metric ARLO JBI Building Products & Equipment median
Dividend yield — — 1.43%
Payout ratio — — 0.29

Size

Metric ARLO JBI Building Products & Equipment median
Market cap 1.34b 575.76m 1.17b

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