Arlo Technologies, Inc. (ARLO) vs Quanex Building Products Corporation (NX)

Arlo Technologies, Inc. and Quanex Building Products Corporation are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.4B against $883.5M — 1.6× the size. Quanex Building Products Corporation trades at the lower P/E: 19.9× against 44.3×. Arlo Technologies, Inc. grew revenue faster over the last twelve months: 15.7% against 1.26%. Arlo Technologies, Inc. has the higher net margin (5.20% vs 2.43%) and the higher return on invested capital (63.0% vs 5.16%). Across the 21 metrics below, Quanex Building Products Corporation leads on 11 and Arlo Technologies, Inc. on 10.

Valuation

Metric ARLO NX Building Products & Equipment median
P/E 44.28 19.94 24.54
P/S 2.36 0.48 2.00
P/B 8.76 1.20 3.02
Price to free cash flow 20.76 9.85 18.49
EV/EBITDA 60.17 7.14 12.63
EV/Sales 2.15 0.80 2.14
Earnings yield 2.26% 5.02% 2.74%
Free cash flow yield 4.82% 10.16% 3.58%

Profitability

Metric ARLO NX Building Products & Equipment median
Gross margin 45.97% 26.59% 29.19%
Operating margin 2.66% 5.96% 6.84%
Net margin 5.20% 2.43% 4.05%
Free cash flow margin 11.39% 4.89% 8.72%
Return on equity 22.07% 6.20% 9.28%
Return on assets 8.80% 2.30% 2.88%
Return on invested capital 63.02% 5.16% 5.16%

Growth

Metric ARLO NX Building Products & Equipment median
Revenue growth (TTM) 15.65% 1.26% 3.11%
EPS growth (last fiscal year) 145.16% (703.33%) —
Revenue growth, 5-year CAGR 8.19% 16.63% 5.37%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ARLO NX Building Products & Equipment median
Debt to equity 0.00 0.89 0.43
Current ratio 1.40 2.23 1.82
Net debt to EBITDA (22.67) 2.90 0.98

Dividend

Metric ARLO NX Building Products & Equipment median
Dividend yield — 0.99% 1.20%
Payout ratio 0.00 0.13 0.04

Size

Metric ARLO NX Building Products & Equipment median
Market cap 1.40b 883.53m 1.18b

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