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 $1.4B against $562.1M — 2.5× the size. Janus International Group, Inc. trades at the lower P/E: 17.4× against 44.3×. 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 44.28 17.44 24.54
P/S 2.36 0.64 2.00
P/B 8.76 1.00 3.02
Price to free cash flow 20.76 6.96 18.49
EV/EBITDA 60.17 7.05 12.63
EV/Sales 2.15 1.10 2.14
Earnings yield 2.26% 5.73% 2.74%
Free cash flow yield 4.82% 14.36% 3.58%

Profitability

Metric ARLO JBI Building Products & Equipment median
Gross margin 45.97% 35.86% 29.19%
Operating margin 2.66% 9.30% 6.84%
Net margin 5.20% 3.68% 4.05%
Free cash flow margin 11.39% 9.15% 8.72%
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%) —
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 — — 1.20%
Payout ratio 0.00 0.00 0.04

Size

Metric ARLO JBI Building Products & Equipment median
Market cap 1.40b 562.12m 1.18b

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