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 $1.3B against $906.0M — 1.5× the size. NPK International Inc. trades at the lower P/E: 21.6× against 41.9×. NPK International Inc. grew revenue faster over the last twelve months: 28.1% against 15.7%. NPK International Inc. has the higher net margin (14.2% vs 5.20%) and the lower return on invested capital (8.72% vs 63.0%). Across the 21 metrics below, Arlo Technologies, Inc. leads on 12 and NPK International Inc. on 9.

Valuation

Metric ARLO NPKI Building Products & Equipment median
P/E 41.93 21.58 23.15
P/S 2.24 3.03 2.02
P/B 8.29 2.46 2.81
Price to free cash flow 19.66 31.15 16.84
EV/EBITDA 56.66 11.07 12.85
EV/Sales 2.02 3.04 2.04
Earnings yield 2.38% 4.63% 2.76%
Free cash flow yield 5.09% 3.21% 4.23%

Profitability

Metric ARLO NPKI Building Products & Equipment median
Gross margin 45.97% 35.81% 29.19%
Operating margin 2.66% 17.34% 6.99%
Net margin 5.20% 14.20% 4.05%
Free cash flow margin 11.39% 9.74% 7.60%
Return on equity 22.07% 12.19% 9.28%
Return on assets 8.80% 10.12% 2.88%
Return on invested capital 63.02% 8.72% 5.16%

Growth

Metric ARLO NPKI Building Products & Equipment median
Revenue growth (TTM) 15.65% 28.09% 3.11%
EPS growth (last fiscal year) 145.16% 126.16% (34.13%)
Revenue growth, 5-year CAGR 8.19% (10.87%) 5.37%
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 0.03 0.43
Current ratio 1.40 1.61 1.82
Net debt to EBITDA (22.67) 0.16 0.98

Dividend

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

Size

Metric ARLO NPKI Building Products & Equipment median
Market cap 1.34b 905.98m 1.17b

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