Arlo Technologies ARLO Ratios & Valuation
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Gross margin | 45.1%+7.0pp | 44%+7.3pp | 41.6%+5.4pp | 40.2%+4.4pp | 38.1%+2.5pp | |
| Operating margin | 2.7%+7.8pp | 1.1%+8.0pp | -0.9%+4.7pp | -2.2%+2.9pp | -5.1%-0.9pp | |
| Net margin | 5.5%+9.8pp | 2.8%+8.8pp | 0.8%+5.7pp | -1.4%+2.9pp | -4.3%-0.7pp | |
| EBITDA margin | 3.5%+8.0pp | 1.9%+8.1pp | -0.3%+4.7pp | -1.5%+2.8pp | -4.5%-1.1pp | |
| Free cash flow margin | 13.8%+2.5pp | 14.8%+5.3pp | 12.6%+2.9pp | 12.2%+4.5pp | 11.3%+2.3pp | |
| Returns | ||||||
| Return on equity | 23.3%+44.7pp | 13.1%+42.9pp | 3.8%+31.2pp | -6.4%+18.2pp | -21.3%-1.9pp | |
| Return on assets | 9.3%+16.7pp | 4.9%+15.3pp | 1.3%+9.7pp | -2.3%+5.6pp | -7.4%-0.8pp | |
| Return on invested capital | 53.1%+108pp | —— | -9.6%+54.4pp | -18.4%+40.5pp | -54.5%-7.5pp | |
| Efficiency | ||||||
| Asset turnover | 1.7×0.0× | 1.7×0.0× | 1.5×-0.2× | 1.6×-0.2× | 1.7×-0.1× | |
| Inventory turnover | 7.8×-0.1× | 7.2×-0.9× | 6.2×-0.2× | 8×+0.1× | 7.9×+0.2× | |
| Liquidity | ||||||
| Current ratio | 1.5×+0.1× | 1.5×0.0× | 1.4×0.0× | 1.5×0.0× | 1.4×-0.1× | |
| Quick ratio | 1.3×+0.1× | 1.3×0.0× | 1.2×+0.1× | 1.3×+0.1× | 1.2×0.0× | |
| Cash ratio | 0.8×+0.4× | 0.8×+0.4× | 0.4×0.0× | 0.4×0.0× | 0.5×+0.1× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×-0.2× | 0.1×-0.2× | 0.1×-0.1× | 0.2×0.0× | 0.2×0.0× | |
| Debt-to-assets | 0×0.0× | 0×-0.1× | 0×0.0× | 0.1×0.0× | 0.1×0.0× | |
| Net debt / EBITDA | -7.3×— | -13.8×— | —— | —— | —— | |
| Interest coverage | 2.8×+7.5× | 1.1×+7.4× | -0.9×+4.7× | -2.1×+3.3× | -4.7×+0.3× | |
| Per Share | ||||||
| Book value per share | $1.44+42.7% | $1.16+13.4% | $1.18+21.3% | $1.09+7.9% | $1.01-2.6% | |
| Valuation | ||||||
| Market capitalization | $1.35B-23.8% | $1.48B+32.1% | $1.77B+46.2% | $1.74B+36.5% | $1.01B-16.9% | |
| Enterprise value | $1.2B-29.4% | $1.35B+26.3% | $1.69B+47.4% | $1.69B+37.6% | $948.32M-19.0% | |
| Price / earnings | 44×— | 99.3×— | 411.3×— | —— | —— | |
| Price / sales | 2.4×-1.1× | 2.8×+0.6× | 3.5×+1.2× | 3.4×+1.0× | 2×-0.4× | |
| Price / book | 8.5×-8.7× | 11.6×+0.5× | 13.7×+1.2× | 14.7×+1.9× | 9.8×-2.4× | |
| EV / EBITDA | 60.6×— | 134.5×— | —— | —— | —— | |
| EV / sales | 2.1×-1.2× | 2.5×+0.5× | 3.3×+1.1× | 3.3×+1.0× | 1.9×-0.4× | |
| Free cash flow yield | 5.7%+2.5pp | 5.3%+0.9pp | 3.6%-0.6pp | 3.6%+0.4pp | 5.7%+1.9pp | |
| Earnings yield | 2.3%+3.5pp | 1%+3.7pp | 0.2%+2.4pp | -0.4%+1.4pp | -2.1%-0.7pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- What are Arlo Technologies's profit margins?
- Arlo Technologies (ARLO) runs a 45.1% gross margin and a 2.7% operating margin, with a 5.5% net margin.
- Where do Arlo Technologies's ratios come from?
- Every ratio is computed from Arlo Technologies's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
