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.
2018
360
LTM Revenue $515M
LTM EBITDA $50.3M
$1.3B
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Arlo has a last 12-month revenue (LTM) of $515M and a last 12-month EBITDA of $50.3M.
In the most recent fiscal year, Arlo achieved revenue of $511M and an EBITDA of -$31.7M.
Arlo expects next 12-month revenue of XXX   and NTM EBITDA of XXX
See Arlo valuation multiples based on analyst estimatesLTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
---|---|---|---|---|---|---|
Revenue | $515M | XXX | $511M | XXX | XXX | XXX |
Gross Profit | $208M | XXX | $188M | XXX | XXX | XXX |
Gross Margin | 40% | XXX | 37% | XXX | XXX | XXX |
EBITDA | $50.3M | XXX | -$31.7M | XXX | XXX | XXX |
EBITDA Margin | 10% | XXX | -6% | XXX | XXX | XXX |
EBIT | $49.1M | XXX | -$34.9M | XXX | XXX | XXX |
EBIT Margin | 10% | XXX | -7% | XXX | XXX | XXX |
Net Profit | $52.6M | XXX | -$30.5M | XXX | XXX | XXX |
Net Margin | 10% | XXX | -6% | XXX | XXX | XXX |
Net Debt | XXX | XXX | n/a | XXX | XXX | XXX |
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As of May 30, 2025, Arlo's stock price is $14.
Arlo has current market cap of $1.5B, and EV of $1.3B.
See Arlo trading valuation dataEV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
---|---|---|---|---|---|---|
$1.3B | $1.5B | XXX | XXX | XXX | XXX | $0.49 |
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Start Free TrialAs of May 30, 2025, Arlo has market cap of $1.5B and EV of $1.3B.
Arlo's trades at 2.6x EV/Revenue multiple, and -42.4x EV/EBITDA.
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 28.1x.
See valuation multiples for Arlo and 12K+ public compsLTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
---|---|---|---|---|---|---|
Market cap (current) | $1.5B | XXX | $1.5B | XXX | XXX | XXX |
EV (current) | $1.3B | XXX | $1.3B | XXX | XXX | XXX |
EV/Revenue | 2.6x | XXX | 2.6x | XXX | XXX | XXX |
EV/EBITDA | 26.7x | XXX | -42.4x | XXX | XXX | XXX |
EV/EBIT | 27.4x | XXX | -38.5x | XXX | XXX | XXX |
EV/Gross Profit | 6.5x | XXX | n/a | XXX | XXX | XXX |
P/E | 28.1x | XXX | -48.5x | XXX | XXX | XXX |
EV/FCF | n/a | XXX | 27.7x | XXX | XXX | XXX |
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Start Free TrialArlo's last 12 month revenue growth is 4%
Arlo's revenue per employee in the last FY averaged $1.4M, while opex per employee averaged $0.6M for the same period.
Arlo's rule of 40 is 0% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Arlo's rule of X is 21% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Arlo and other 12K+ public compsLTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
---|---|---|---|---|---|---|
Revenue Growth | 4% | XXX | 5% | XXX | XXX | XXX |
EBITDA Margin | 10% | XXX | -6% | XXX | XXX | XXX |
EBITDA Growth | 42% | XXX | n/a | XXX | XXX | XXX |
Rule of 40 | 0% | XXX | -2% | XXX | XXX | XXX |
Bessemer Rule of X | XXX | XXX | 21% | XXX | XXX | XXX |
Revenue per Employee | XXX | XXX | $1.4M | XXX | XXX | XXX |
Opex per Employee | XXX | XXX | $0.6M | XXX | XXX | XXX |
S&M Expenses to Revenue | XXX | XXX | 14% | XXX | XXX | XXX |
G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
R&D Expenses to Revenue | XXX | XXX | 14% | XXX | XXX | XXX |
Opex to Revenue | XXX | XXX | 44% | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
EV/Revenue | EV/EBITDA | |||||
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2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
Ideal Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
Quest Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
Havells India | XXX | XXX | XXX | XXX | XXX | XXX |
Dixon Technologies | XXX | XXX | XXX | XXX | XXX | XXX |
Aeta | XXX | XXX | XXX | XXX | XXX | XXX |
XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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Arlo acquired XXX companies to date.
Last acquisition by Arlo was XXXXXXXX, XXXXX XXXXX XXXXXX . Arlo acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiplesAcquired Company | EV | EV/Revenue | EV/EBITDA |
---|---|---|---|
XXXXXXXXX | XXX | XXX | XXX |
XXXXXXXXX | XXX | XXX | XXX |
XXXXXXXXX | XXX | XXX | XXX |
XXXXXXXXX | XXX | XXX | XXX |
XXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialWhen was Arlo founded? | Arlo was founded in 2018. |
Where is Arlo headquartered? | Arlo is headquartered in United States of America. |
How many employees does Arlo have? | As of today, Arlo has 360 employees. |
Who is the CEO of Arlo? | Arlo's CEO is Mr. Matthew McRae. |
Is Arlo publicy listed? | Yes, Arlo is a public company listed on NYS. |
What is the stock symbol of Arlo? | Arlo trades under ARLO ticker. |
When did Arlo go public? | Arlo went public in 2018. |
Who are competitors of Arlo? | Similar companies to Arlo include e.g. Ideal Holdings, Quest Holdings, Havells India, Dixon Technologies. |
What is the current market cap of Arlo? | Arlo's current market cap is $1.5B |
What is the current revenue of Arlo? | Arlo's last 12 months revenue is $515M. |
What is the current revenue growth of Arlo? | Arlo revenue growth (NTM/LTM) is 4%. |
What is the current EV/Revenue multiple of Arlo? | Current revenue multiple of Arlo is 2.6x. |
Is Arlo profitable? | Yes, Arlo is EBITDA-positive (as of the last 12 months). |
What is the current EBITDA of Arlo? | Arlo's last 12 months EBITDA is $50.3M. |
What is Arlo's EBITDA margin? | Arlo's last 12 months EBITDA margin is 10%. |
What is the current EV/EBITDA multiple of Arlo? | Current EBITDA multiple of Arlo is 26.7x. |
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