Arlo Valuation Multiples

Arlo Overview

About Arlo

Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. It combines a cloud infrastructure and mobile app with various smart connected devices to provide users with visibility, insight, and a means to help protect and connect in real-time with the people and things from any location with a Wi-Fi or a cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.

Founded

2018

HQ

Employees

360

Website

arlo.com

Sectors

Consumer ElectronicsIoTDeepTech

Financials (LTM)

Revenue: $541M

EBITDA: $79M

EV

$1B

Valuation Multiples

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Arlo Financials

Arlo reported last 12-month revenue of $541M and EBITDA of $79M.

In the same LTM period, Arlo generated $250M in gross profit, $79M in EBITDA, and $81M in net income.

Arlo P&L

In the most recent fiscal year, Arlo reported revenue of $529M and EBITDA of $75M.

Arlo expects next 12-month revenue of XXX and NTM EBITDA of XXX

Arlo Stock Performance

Arlo has current market cap of $2B, and enterprise value of $1B.

Arlo's stock price is $15.19.

Arlo Valuation Multiples

Arlo trades at 2.7x EV/Revenue multiple, and 18.5x EV/EBITDA.

Arlo Financial Valuation Multiples

As of April 20, 2026, Arlo has market cap of $2B and EV of $1B.

Equity research analysts estimate Arlo's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX

Arlo has a P/E ratio of 20.1x.

Arlo Margins & Growth Rates

Arlo's revenue in the last 12 month grew by 8%.

Arlo's revenue per employee in the last FY averaged $1.5M, while opex per employee averaged $0.6M for the same period.

Arlo's rule of 40 is 23% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

Arlo's rule of X is 34% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).

Arlo Public Comps

See public comps and valuation multiples for other Consumer Electronics and IoT comps.

Arlo M&A Activity

Arlo acquired XXX companies to date.

Last acquisition by Arlo was on XXXXXXXX, XXXXX. Arlo acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).

Arlo Investment Activity

Arlo invested in XXX companies to date.

Arlo made its latest investment on XXXXXXXX, XXXXX. Arlo invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).