Arlo Technologies, Inc. (ARLO) vs Limbach Holdings, Inc. (LMB)

Arlo Technologies, Inc. and Limbach Holdings, Inc. are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.6B against $639.3M — 2.5× the size. Limbach Holdings, Inc. trades at the lower P/E: 20.9× against 64.5×. Limbach Holdings, Inc. grew revenue faster over the last twelve months: 20.9% against 17.1%. Limbach Holdings, Inc. has the higher net margin (4.23% vs 4.11%) and the higher return on invested capital (7.94% vs 5.77%). Across the 22 metrics below, Limbach Holdings, Inc. leads on 14 and Arlo Technologies, Inc. on 8.

Valuation

Metric ARLO LMB Building Products & Equipment median
P/E 64.52 20.89 23.33
P/S 2.68 0.89 2.09
P/B 9.35 3.19 2.85
Price to free cash flow 23.53 11.12 18.42
EV/EBITDA 70.17 12.54 13.29
EV/Sales 2.46 1.06 2.28
Earnings yield 1.55% 4.79% 3.04%
Free cash flow yield 4.25% 8.99% 4.26%

Profitability

Metric ARLO LMB Building Products & Equipment median
Gross margin 47.38% 23.35% 31.88%
Operating margin 2.64% 5.62% 7.18%
Net margin 4.11% 4.23% 4.11%
Free cash flow margin 13.29% 8.03% 6.41%
Return on equity 16.35% 16.00% 5.95%
Return on assets 6.71% 6.33% 3.90%
Return on invested capital 5.77% 7.94% 5.54%

Growth

Metric ARLO LMB Building Products & Equipment median
Revenue growth (TTM) 17.12% 20.89% 6.27%
EPS growth (last fiscal year) 145.16% 25.68% (28.29%)
Revenue growth, 5-year CAGR 8.19% 2.62% 4.81%
Net income growth, 5-year CAGR 0.00% 46.41% 0.00%

Health

Metric ARLO LMB Building Products & Equipment median
Debt to equity 0.00 0.75 0.55
Current ratio 1.47 1.54 1.83
Net debt to EBITDA (22.67) 0.36 1.45

Dividend

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

Size

Metric ARLO LMB Building Products & Equipment median
Market cap 1.60b 639.29m 3.22b

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