Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular network Internet connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions.
Flawless balance sheet and overvalued.
Share Price & News
How has Arlo Technologies's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ARLO's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: ARLO underperformed the US Electronic industry which returned 5.6% over the past year.
Return vs Market: ARLO underperformed the US Market which returned 17.8% over the past year.
Price Volatility Vs. Market
How volatile is Arlo Technologies's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StCould The Arlo Technologies, Inc. (NYSE:ARLO) Ownership Structure Tell Us Something Useful?
1 month ago | Simply Wall StCompanies Like Arlo Technologies (NYSE:ARLO) Are In A Position To Invest In Growth
2 months ago | Simply Wall StImagine Owning Arlo Technologies (NYSE:ARLO) While The Price Tanked 57%
Is Arlo Technologies undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate ARLO's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate ARLO's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: ARLO is unprofitable, so we can't compare its PE Ratio to the Electronic industry average.
PE vs Market: ARLO is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate ARLO's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: ARLO is good value based on its PB Ratio (1.4x) compared to the US Electronic industry average (2x).
How is Arlo Technologies forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ARLO is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: ARLO is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: ARLO is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: ARLO's revenue (12.9% per year) is forecast to grow faster than the US market (7.6% per year).
High Growth Revenue: ARLO's revenue (12.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ARLO is forecast to be unprofitable in 3 years.
How has Arlo Technologies performed over the past 5 years?
Last years earnings growth
Earnings and Revenue History
Quality Earnings: ARLO is currently unprofitable.
Growing Profit Margin: ARLO is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: Insufficient data to determine if ARLO's year-on-year earnings growth rate was positive over the past 5 years.
Accelerating Growth: Unable to compare ARLO's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: ARLO is unprofitable, making it difficult to compare its past year earnings growth to the Electronic industry (13.8%).
Return on Equity
High ROE: ARLO has a negative Return on Equity (-80.53%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
How is Arlo Technologies's financial position?
Financial Position Analysis
Short Term Liabilities: ARLO's short term assets ($343.7M) exceed its short term liabilities ($197.3M).
Long Term Liabilities: ARLO's short term assets ($343.7M) exceed its long term liabilities ($50.1M).
Debt to Equity History and Analysis
Debt Level: ARLO is debt free.
Reducing Debt: ARLO has not had any debt for past 5 years.
Inventory Level: ARLO has a high level of physical assets or inventory.
Debt Coverage by Assets: Insufficient data to determine if ARLO's debt is covered by short term assets.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: ARLO has sufficient cash runway for more than 3 years based on its current free cash flow.
Forecast Cash Runway: ARLO has sufficient cash runway for more than 3 years if free cash flow continues to reduce at historical rates of -28.9% each year
What is Arlo Technologies's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate ARLO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate ARLO's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ARLO's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ARLO's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ARLO's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Matt McRae (45yo)
Mr. Matthew Blake McRae, also known as Matt, serves as Venture Partner at Okapi Venture Capital LLC since joining the firm in 2018. He is Chief Executive Officer of Arlo Technologies, Inc. and is it’s Dire ...
CEO Compensation Analysis
Compensation vs Market: Matt's total compensation ($USD14.13M) is above average for companies of similar size in the US market ($USD1.11M).
Compensation vs Earnings: Matt's compensation has increased whilst the company is unprofitable.
|CEO & Director||2yrs||US$14.13m||0.42% $1.1m|
|Chief Financial Officer||1.5yrs||US$5.76m||0.32% $821.7k|
|Senior Vice President of Technology||2yrs||no data||no data|
|Chief Information Officer||1.6yrs||no data||no data|
|General Counsel & Corporate Secretary||1.6yrs||no data||0.14% $367.7k|
|Senior Vice President of Marketing & Customer Care||2.1yrs||no data||no data|
|Senior Vice President of Sales||1.6yrs||no data||no data|
|Senior Vice President of Worldwide Human Resources||1.6yrs||no data||no data|
|Senior Vice President of Design & Experience||1.9yrs||no data||no data|
|Senior Vice President of Finance||1.6yrs||no data||no data|
Experienced Management: ARLO's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
|CEO & Director||2yrs||US$14.13m||0.42% $1.1m|
|Independent Director||1.3yrs||US$372.30k||no data|
|Independent Director||1.5yrs||US$396.02k||0.030% $77.0k|
|Independent Chairman of the Board||1.5yrs||US$405.61k||0.21% $537.3k|
|Independent Director||1.3yrs||US$371.47k||no data|
|Independent Director||1.5yrs||US$392.81k||0.045% $115.3k|
|Independent Director||0.8yrs||no data||no data|
Experienced Board: ARLO's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 16.7%.
Arlo Technologies, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Arlo Technologies, Inc.
- Ticker: ARLO
- Exchange: NYSE
- Founded: 2018
- Industry: Electronic Equipment and Instruments
- Sector: Tech
- Market Cap: US$258.166m
- Shares outstanding: 75.71m
- Website: https://www.arlo.com
Number of Employees
- Arlo Technologies, Inc.
- 3030 Orchard Parkway
- San Jose
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ARLO||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Aug 2018|
|2VI||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Aug 2018|
Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular network Internet connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions. It offers Arlo Security Camera, a battery-operated Wi-Fi security camera; Arlo Q and Arlo Q Plus, an indoor wired solution that allow users to monitor their surroundings; Arlo Pro, a battery-operated weather-resistant Wi-Fi camera; Arlo Go, an LTE-enabled wire-free camera that provides untethered mobile monitoring; and Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision. The company also offers Arlo Pro 2, a battery-operated weather-resistant Wi-Fi camera with advancements in sound and motion detection; Arlo Security Light, a wire-free lighting product; Arlo Audio Doorbell, a smart audio doorbell solution to pair with Arlo camera or Arlo Security Light products; Arlo Chime, a product that plugs into standard wall outlet and pairs with the Arlo Audio Doorbell to play various ringtones or act as a siren; and accessories, such as charging accessories, device mounts, and device skins. In addition, it provides Arlo app for iOS and Android devices that allow users to connect various devices; and prepaid services, including even-day cloud video storage with the ability to connect up to five cameras and 90 days of customer support. The company offers its products through retail channels, wholesale distribution and wireless carrier channels, and paid subscription services through in-app purchases. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in San Jose, California.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/24 03:08|
|End of Day Share Price||2020/02/21 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.