ALRM vs SSNC vs FIS vs ARLO

For growth investors, Alarm.

com Holdings, Inc. (ALRM) is the stronger pick with 7. 6% 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, Fidelity National Information Services, Inc. is actually cheaper at 7. 5x — 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: Fidelity National Information Services, Inc. wins at 0. 31x versus Alarm. com Holdings, Inc. 's 1. 69x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Arlo Technologies, Inc.

(ARLO) delivered a total return of +123. 1%, compared to -63. 2% for Fidelity National Information Services, Inc. (FIS). 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), Fidelity National Information Services, Inc.

(FIS) is the lower-risk stock at 0. 76β versus Arlo Technologies, Inc. 's 1. 48β — meaning ARLO is approximately 95% more volatile than FIS 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), Alarm.

com Holdings, Inc. (ALRM) is pulling ahead at 7. 6% 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 -47. 2% for Fidelity National Information Services, 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 2. 8% for Arlo 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, Fidelity National Information Services, Inc. (FIS) is the more undervalued stock at a PEG of 0. 31x versus Alarm. com Holdings, Inc. 's 1. 69x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Fidelity National Information Services, Inc. (FIS) trades at 7. 5x forward P/E versus 18. 5x for Arlo Technologies, Inc. — 11. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FIS: 42. 6% to $67. 38.

In this comparison, FIS (3.

5% yield), SSNC (1. 4% 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 SSNC (Technology) and FIS (Technology) and ARLO (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ALRM is a small-cap quality compounder stock; SSNC is a mid-cap quality compounder stock; FIS is a mid-cap income-oriented stock; ARLO is a small-cap quality compounder stock. SSNC, FIS 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.