Arlo Technologies, Inc. (ARLO) vs NPK International Inc. (NPKI)

Arlo Technologies, Inc. and NPK International Inc. are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.6B against $723.4M — 2.2× the size. NPK International Inc. trades at the lower P/E: 17.3× against 64.5×. NPK International Inc. grew revenue faster over the last twelve months: 18.8% against 17.1%. NPK International Inc. has the higher net margin (14.0% vs 4.11%) and the higher return on invested capital (8.41% vs 5.77%). Across the 21 metrics below, NPK International Inc. leads on 12 and Arlo Technologies, Inc. on 9.

Valuation

Metric ARLO NPKI Building Products & Equipment median
P/E 64.52 17.32 23.33
P/S 2.68 2.37 2.09
P/B 9.35 2.00 2.85
Price to free cash flow 23.53 59.03 18.42
EV/EBITDA 70.17 8.83 13.29
EV/Sales 2.46 2.44 2.28
Earnings yield 1.55% 5.77% 3.04%
Free cash flow yield 4.25% 1.69% 4.26%

Profitability

Metric ARLO NPKI Building Products & Equipment median
Gross margin 47.38% 35.57% 31.88%
Operating margin 2.64% 16.95% 7.18%
Net margin 4.11% 14.00% 4.11%
Free cash flow margin 13.29% 4.02% 6.41%
Return on equity 16.35% 12.32% 5.95%
Return on assets 6.71% 9.92% 3.90%
Return on invested capital 5.77% 8.41% 5.54%

Growth

Metric ARLO NPKI Building Products & Equipment median
Revenue growth (TTM) 17.12% 18.80% 6.27%
EPS growth (last fiscal year) 145.16% 126.16% (28.29%)
Revenue growth, 5-year CAGR 8.19% (10.87%) 4.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ARLO NPKI Building Products & Equipment median
Debt to equity 0.00 0.07 0.55
Current ratio 1.47 1.68 1.83
Net debt to EBITDA (22.67) 0.16 1.45

Dividend

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

Size

Metric ARLO NPKI Building Products & Equipment median
Market cap 1.60b 723.41m 3.22b

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