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 $1.3B against $1.2B — 1.1× the size. Gibraltar Industries, Inc. has negative trailing earnings, so its P/E is not meaningful; Arlo Technologies, Inc. trades at 41.9×. Gibraltar Industries, Inc. grew revenue faster over the last twelve months: 42.7% against 15.7%. Arlo Technologies, Inc. has the higher net margin (5.20% vs −10.4%) and the higher return on invested capital (63.0% vs 3.28%). Across the 20 metrics below, Arlo Technologies, Inc. leads on 13 and Gibraltar Industries, Inc. on 7.

Valuation

Metric ARLO ROCK Building Products & Equipment median
P/E 41.93 n/m 23.15
P/S 2.24 0.78 2.02
P/B 8.29 1.27 2.81
Price to free cash flow 19.66 26.43 16.84
EV/EBITDA 56.66 14.62 12.85
EV/Sales 2.02 1.61 2.04
Earnings yield 2.38% (13.33%) 2.76%
Free cash flow yield 5.09% 3.78% 4.23%

Profitability

Metric ARLO ROCK Building Products & Equipment median
Gross margin 45.97% 24.80% 29.19%
Operating margin 2.66% 7.61% 6.99%
Net margin 5.20% (10.43%) 4.05%
Free cash flow margin 11.39% 2.95% 7.60%
Return on equity 22.07% (15.61%) 9.28%
Return on assets 8.80% (7.06%) 2.88%
Return on invested capital 63.02% 3.28% 5.16%

Growth

Metric ARLO ROCK Building Products & Equipment median
Revenue growth (TTM) 15.65% 42.68% 3.11%
EPS growth (last fiscal year) 145.16% (133.18%) (34.13%)
Revenue growth, 5-year CAGR 8.19% 1.92% 5.37%
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 0.43
Current ratio 1.40 1.46 1.82
Net debt to EBITDA (22.67) (0.76) 0.98

Dividend

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

Size

Metric ARLO ROCK Building Products & Equipment median
Market cap 1.34b 1.17b 1.17b

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