Arlo Technologies, Inc. (ARLO) vs Gibraltar Industries, Inc. (ROCK)

Arlo Technologies, Inc. and Gibraltar Industries, Inc. are both Building Products & Equipment companies. Arlo Technologies, Inc. is the larger, with a market value of $1.6B against $940.7M — 1.7× the size. Gibraltar Industries, Inc. has negative trailing earnings, so its P/E is not meaningful; Arlo Technologies, Inc. trades at 64.5×. Gibraltar Industries, Inc. grew revenue faster over the last twelve months: 42.7% against 17.1%. Arlo Technologies, Inc. has the higher net margin (4.11% vs −10.4%) and the higher return on invested capital (5.77% vs 3.28%). Across the 20 metrics below, Arlo Technologies, Inc. leads on 12 and Gibraltar Industries, Inc. on 8.

Valuation

Metric ARLO ROCK Building Products & Equipment median
P/E 64.52 n/m 23.33
P/S 2.68 0.65 2.09
P/B 9.35 1.05 2.85
Price to free cash flow 23.53 21.91 18.42
EV/EBITDA 70.17 13.41 13.29
EV/Sales 2.46 1.48 2.28
Earnings yield 1.55% (16.08%) 3.04%
Free cash flow yield 4.25% 4.56% 4.26%

Profitability

Metric ARLO ROCK Building Products & Equipment median
Gross margin 47.38% 24.80% 31.88%
Operating margin 2.64% 7.61% 7.18%
Net margin 4.11% (10.43%) 4.11%
Free cash flow margin 13.29% 2.95% 6.41%
Return on equity 16.35% (15.61%) 5.95%
Return on assets 6.71% (7.06%) 3.90%
Return on invested capital 5.77% 3.28% 5.54%

Growth

Metric ARLO ROCK Building Products & Equipment median
Revenue growth (TTM) 17.12% 42.68% 6.27%
EPS growth (last fiscal year) 145.16% (133.18%) (28.29%)
Revenue growth, 5-year CAGR 8.19% 1.92% 4.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ARLO ROCK Building Products & Equipment median
Debt to equity 0.00 1.37 0.55
Current ratio 1.47 1.46 1.83
Net debt to EBITDA (22.67) (0.76) 1.45

Dividend

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

Size

Metric ARLO ROCK Building Products & Equipment median
Market cap 1.60b 940.68m 3.22b

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