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 $1.4B against $991.8M — 1.4× the size. NPK International Inc. trades at the lower P/E: 23.4× against 44.3×. 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 44.28 23.44 24.54
P/S 2.36 3.29 2.00
P/B 8.76 2.67 3.02
Price to free cash flow 20.76 33.83 18.49
EV/EBITDA 60.17 12.03 12.63
EV/Sales 2.15 3.30 2.14
Earnings yield 2.26% 4.27% 2.74%
Free cash flow yield 4.82% 2.96% 3.58%

Profitability

Metric ARLO NPKI Building Products & Equipment median
Gross margin 45.97% 35.81% 29.19%
Operating margin 2.66% 17.34% 6.84%
Net margin 5.20% 14.20% 4.05%
Free cash flow margin 11.39% 9.74% 8.72%
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% —
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 — — 1.20%
Payout ratio 0.00 0.00 0.04

Size

Metric ARLO NPKI Building Products & Equipment median
Market cap 1.40b 991.75m 1.18b

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