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 $1.6B against $650.8M — 2.5× the size. Janus International Group, Inc. trades at the lower P/E: 19.8× against 64.5×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 17.1% against 0.26%. Arlo Technologies, Inc. has the higher net margin (4.11% vs 3.68%) and the higher return on invested capital (5.77% 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 64.52 19.80 23.33
P/S 2.68 0.72 2.09
P/B 9.35 1.14 2.85
Price to free cash flow 23.53 7.90 18.42
EV/EBITDA 70.17 7.61 13.29
EV/Sales 2.46 1.19 2.28
Earnings yield 1.55% 5.05% 3.04%
Free cash flow yield 4.25% 12.65% 4.26%

Profitability

Metric ARLO JBI Building Products & Equipment median
Gross margin 47.38% 35.86% 31.88%
Operating margin 2.64% 9.30% 7.18%
Net margin 4.11% 3.68% 4.11%
Free cash flow margin 13.29% 9.15% 6.41%
Return on equity 16.35% 5.95% 5.95%
Return on assets 6.71% 2.54% 3.90%
Return on invested capital 5.77% 5.30% 5.54%

Growth

Metric ARLO JBI Building Products & Equipment median
Revenue growth (TTM) 17.12% 0.26% 6.27%
EPS growth (last fiscal year) 145.16% (22.45%) (28.29%)
Revenue growth, 5-year CAGR 8.19% 10.00% 4.81%
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 0.55
Current ratio 1.47 2.94 1.83
Net debt to EBITDA (22.67) 2.19 1.45

Dividend

Metric ARLO JBI Building Products & Equipment median
Dividend yield — — 1.37%
Payout ratio — — 0.28

Size

Metric ARLO JBI Building Products & Equipment median
Market cap 1.60b 650.80m 3.22b

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