ALRM vs REZI vs ARLO vs SSNC

For growth investors, Resideo Technologies, Inc.

(REZI) is the stronger pick with 10. 5% revenue growth year-over-year, versus 3. 6% for Arlo Technologies, Inc. (ARLO). Alarm. com Holdings, Inc. (ALRM) offers the better valuation at 19. 1x trailing P/E (16. 9x forward), making it the more compelling value choice. Analysts rate Alarm. com Holdings, Inc. (ALRM) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Alarm.

com Holdings, Inc. (ALRM) is the cheapest at 19. 1x versus Arlo Technologies, Inc. at 106. 4x. On forward P/E, SS&C Technologies Holdings, Inc. is actually cheaper at 10. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: SS&C Technologies Holdings, Inc. wins at 1. 68x versus Alarm. com Holdings, Inc. 's 1. 69x — a reasonable growth-adjusted valuation.

Over the past 5 years, Arlo Technologies, Inc.

(ARLO) delivered a total return of +123. 1%, compared to -44. 8% for Alarm. com Holdings, Inc. (ALRM). Over 10 years, the gap is even starker: SSNC returned +164. 9% versus ARLO's -32. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), SS&C Technologies Holdings, Inc.

(SSNC) is the lower-risk stock at 0. 79β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 187% more volatile than SSNC relative to the S&P 500. On balance sheet safety, Arlo Technologies, Inc. (ARLO) carries a lower debt/equity ratio of 5% versus 127% for Alarm. com Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Resideo Technologies, Inc.

(REZI) is pulling ahead at 10. 5% versus 3. 6% for Arlo Technologies, Inc. (ARLO). On earnings-per-share growth, the picture is similar: Arlo Technologies, Inc. grew EPS 145. 2% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, ALRM leads at 6. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Alarm.

com Holdings, Inc. (ALRM) is the more profitable company, earning 13. 1% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SSNC leads at 22. 9% versus 1. 1% for ARLO. At the gross margin level — before operating expenses — ALRM leads at 63. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, SS&C Technologies Holdings, Inc. (SSNC) is the more undervalued stock at a PEG of 1. 68x versus Alarm. com Holdings, Inc. 's 1. 69x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, SS&C Technologies Holdings, Inc. (SSNC) trades at 10. 1x forward P/E versus 18. 5x for Arlo Technologies, Inc. — 8. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SSNC: 34. 4% to $94. 20.

In this comparison, SSNC (1.

4% yield), REZI (0. 6% yield) pay a dividend. ALRM, ARLO do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, SS&C Technologies Holdings, Inc.

(SSNC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 79), 1. 4% yield, +164. 9% 10Y return). Both have compounded well over 10 years (SSNC: +164. 9%, ARLO: -32. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ALRM (Technology) and REZI (Industrials) and ARLO (Industrials) and SSNC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

REZI, SSNC pay a dividend while ALRM, ARLO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.