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 $1.4B against $1.2B — 1.2× the size. Gibraltar Industries, Inc. has negative trailing earnings, so its P/E is not meaningful; Arlo Technologies, Inc. trades at 44.3×. 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 44.28 n/m 24.54
P/S 2.36 0.84 2.00
P/B 8.76 1.36 3.02
Price to free cash flow 20.76 28.29 18.49
EV/EBITDA 60.17 15.18 12.63
EV/Sales 2.15 1.67 2.14
Earnings yield 2.26% (12.45%) 2.74%
Free cash flow yield 4.82% 3.53% 3.58%

Profitability

Metric ARLO ROCK Building Products & Equipment median
Gross margin 45.97% 24.80% 29.19%
Operating margin 2.66% 7.61% 6.84%
Net margin 5.20% (10.43%) 4.05%
Free cash flow margin 11.39% 2.95% 8.72%
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%) —
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 — — 1.20%
Payout ratio 0.00 0.00 0.04

Size

Metric ARLO ROCK Building Products & Equipment median
Market cap 1.40b 1.18b 1.18b

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