Stock AnalizArlo Technologies, Inc. ARLO
Diversified Commercial Services · IPO 2018 · data as of November 13, 2026
Arlo Technologies, Inc. (ARLO) is a consumer discretionary company listed in the US with a market value of about $1.3B. In the twelve months to September 27, 2026 it had revenue of $597M and net income of $25M, a net margin of 4.1%.
Its overall Stock Analiz score is 2.0 out of 5 (weak). The strongest part is financial health (5/5); the weakest is value (1/5).
Key numbers: a P/E of 51.6, a price to free cash flow of 18.6, 5-year revenue growth of 8% a year, a 5-year average ROIC of -22%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 69% below the current price.
Score: 2.0 / 5
Checks passed
- P/FCF below 20
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Interest covered more than 5 times
- Debt below 3 years of free cash flow
Checks not passed
- P/E below 25
- P/E below the industry median
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $597M | $529M | $511M | $491M | $490M | $435M | $357M | $370M | $465M | $371M | $185M |
| Net income | $25M | $15M | -$31M | -$22M | -$57M | -$56M | -$101M | -$86M | -$75M | $7M | -$14M |
| Free cash flow | $69M | — | $49M | $35M | -$48M | -$25M | -$50M | $3M | -$39M | -$43M | -$35M |
| EPS (diluted) | $0.23 | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 | $-1.30 | $-1.14 | $-1.12 | $0.11 | $-0.22 |
| Net margin | 4.1% | 2.8% | -6.0% | -4.5% | -11.6% | -12.9% | -28.3% | -23.2% | -16.2% | 1.8% | -7.4% |
| ROIC | — | 4.2% | -22.1% | -15.8% | -40.4% | -34.2% | -50.8% | -28.5% | -21.9% | 3.9% | -14.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 6 analysts is $20.33, 71% above the current price; targets range from $17.00 to $26.00; the consensus rating is “Strong buy”; expected EPS is $1.01 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Arlo Technologies’s P/E ratio?
About 51.6, based on the last twelve months of diluted earnings per share (forward P/E about 11.6).
Is Arlo Technologies stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 69% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Arlo Technologies pay a dividend?
Not currently.
Is Arlo Technologies a good stock to buy?
We do not give buy or sell advice. Arlo Technologies scores 2.0 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.