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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 $514M
LTM EBITDA $46.6M
$796M
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Arlo has a last 12-month revenue of $514M and a last 12-month EBITDA of $46.6M.
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 estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $491M | $511M | XXX | XXX | XXX |
| Gross Profit | $136M | $168M | XXX | XXX | XXX |
| Gross Margin | 28% | 33% | XXX | XXX | XXX |
| EBITDA | -$20.2M | -$31.7M | XXX | XXX | XXX |
| EBITDA Margin | -4% | -6% | XXX | XXX | XXX |
| Net Profit | -$56.6M | -$22.0M | XXX | XXX | XXX |
| Net Margin | -12% | -4% | XXX | XXX | XXX |
| Net Debt | n/a | n/a | XXX | XXX | XXX |
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As of April 15, 2025, Arlo's stock price is $9.
Arlo has current market cap of $929M, and EV of $796M.
See Arlo trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $796M | $929M | XXX | XXX | XXX | XXX | $0.46 |
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Sign UpAs of April 15, 2025, Arlo has market cap of $929M and EV of $796M.
Arlo's trades at 1.5x LTM EV/Revenue multiple, and 17.1x LTM EBITDA.
Analysts estimate Arlo's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for Arlo and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $796M | XXX | XXX | XXX |
| EV/Revenue | 1.6x | XXX | XXX | XXX |
| EV/EBITDA | -25.1x | XXX | XXX | XXX |
| P/E | -30.5x | XXX | XXX | XXX |
| P/E/Growth | n/a | XXX | XXX | XXX |
| EV/FCF | 16.4x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Sign UpArlo's NTM/LTM revenue growth is 4%
Arlo's revenue per employee for the last fiscal year averaged $1.4M, while opex per employee averaged $0.6M for the same period.
Over next 12 months, Arlo's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate Arlo's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for Arlo and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 4% | XXX | XXX | XXX | XXX |
| EBITDA Margin | -6% | XXX | XXX | XXX | XXX |
| EBITDA Growth | 57% | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | -2% | XXX | XXX | XXX | XXX |
| Revenue per Employee | $1.4M | XXX | XXX | XXX | XXX |
| Opex per Employee | $0.6M | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | 14% | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 14% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | 14% | XXX | XXX | XXX | XXX |
| Opex to Revenue | 44% | XXX | 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 | |||||
|---|---|---|---|---|---|---|
| 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 |
| Mirgor | 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 multiples| Acquired 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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Sign Up| When 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 $929M |
| What is the current revenue of Arlo? | Arlo's last 12-month revenue is $514M. |
| What is the current EBITDA of Arlo? | Arlo's last 12-month EBITDA is $46.6M. |
| What is the current EV/Revenue multiple of Arlo? | Current revenue multiple of Arlo is 1.5x. |
| What is the current EV/EBITDA multiple of Arlo? | Current EBITDA multiple of Arlo is 17.1x. |
| What is the current revenue growth of Arlo? | Arlo revenue growth between 2023 and 2024 was 4%. |
| Is Arlo profitable? | Yes, Arlo is EBITDA-positive (as of the last 12 months). |
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