ARLO
Arlo Technologies, Inc.
Security & Protection Services
Market Cap$1.53B
5Y Perf.+559.3%
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Stock Comparison
ARLO vs LOGI
Revenue, margins, valuation, and 5-year total return — side by side.
LOGI
Logitech International S.A.
Computer Hardware
Market Cap$15.16B
5Y Perf.+74.0%
ARLO vs LOGI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ARLO | LOGI |
|---|---|---|
| Industry | Security & Protection Services | Computer Hardware |
| Market Cap | $1.53B | $15.16B |
| Revenue (TTM) | $529M | $4.84B |
| Net Income (TTM) | $15M | $711M |
| Gross Margin | 44.0% | 43.2% |
| Operating Margin | 1.1% | 16.0% |
| Forward P/E | 18.1x | 18.6x |
| Total Debt | $7M | $0.00 |
| Cash & Equiv. | $146M | $1.74B |
ARLO vs LOGI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ARLO
LOGI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Arlo Technologies, … (ARLO) | 100 | 659.3 | +559.3% |
| Logitech Internatio… (LOGI) | 100 | 174.0 | +74.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ARLO vs LOGI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LOGI leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Arlo Technologies, Inc. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
ARLO
Arlo Technologies, Inc.
The Growth Play
ARLO is the clearest fit if your priority is growth exposure.
- Rev growth 3.6%, EPS growth 145.2%, 3Y rev CAGR 2.6%
- Lower P/E (18.1x vs 18.6x)
- +40.9% vs LOGI's +37.2%
Best for: growth exposure
LOGI
Logitech International S.A.
The Income Pick
LOGI carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 1.36, yield 1.5%
- 6.5% 10Y total return vs ARLO's -34.1%
- Lower volatility, beta 1.36, current ratio 2.22x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LOGI | 6.3% revenue growth vs ARLO's 3.6% |
| Value | ARLO | Lower P/E (18.1x vs 18.6x) |
| Quality / Margins | LOGI | 14.7% margin vs ARLO's 2.8% |
| Stability / Safety | LOGI | Beta 1.36 vs ARLO's 1.48 |
| Dividends | LOGI | 1.5% yield; 12-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | ARLO | +40.9% vs LOGI's +37.2% |
| Efficiency (ROA) | LOGI | 18.5% ROA vs ARLO's 4.8%, ROIC 98.0% vs 35.9% |
ARLO vs LOGI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ARLO vs LOGI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLOGILAGGINGARLO
ARLOArlo Technologies, In…
1leads
LOGILogitech Internationa…
3leads
6 Total Categories
CATEGORYLEADERvs ARLOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
LOGI4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LOGI6/7
Total Returns1Y, 3Y, 5Y total returns with dividends
ARLO5/6
Risk & VolatilityBeta, volatility, and downside exposure
LOGI2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Evenly matched — ARLO and LOGI each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LOGI is the larger business by revenue, generating $4.8B annually — 9.1x ARLO's $529M. LOGI is the more profitable business, keeping 14.7% of every revenue dollar as net income compared to ARLO's 2.8%. On growth, ARLO holds the edge at +16.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| RevenueTrailing 12 months | $529M | $4.8B |
| EBITDAEarnings before interest/tax | $9M | $855M |
| Net IncomeAfter-tax profit | $15M | $711M |
| Free Cash FlowCash after capex | $67M | $976M |
| Gross MarginGross profit ÷ Revenue | +44.0% | +43.2% |
| Operating MarginEBIT ÷ Revenue | +1.1% | +16.0% |
| Net MarginNet income ÷ Revenue | +2.8% | +14.7% |
| FCF MarginFCF ÷ Revenue | +12.6% | +20.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.2% | +7.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.0% | +2.1% |
Evenly matched — ARLO and LOGI each lead in 3 of 6 comparable metrics.
Valuation Metrics
LOGI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 21.5x trailing earnings, LOGI trades at a 79% valuation discount to ARLO's 104.1x P/E. On an enterprise value basis, LOGI's 17.3x EV/EBITDA is more attractive than ARLO's 229.1x.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| Market CapShares × price | $1.5B | $15.2B |
| Enterprise ValueMkt cap + debt − cash | $1.4B | $13.4B |
| Trailing P/EPrice ÷ TTM EPS | 104.07x | 21.55x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.10x | 18.64x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 229.06x | 17.31x |
| Price / SalesMarket cap ÷ Revenue | 2.89x | 3.13x |
| Price / BookPrice ÷ Book value/share | 12.55x | 6.93x |
| Price / FCFMarket cap ÷ FCF | 22.88x | 15.54x |
LOGI leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
LOGI leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
LOGI delivers a 32.3% return on equity — every $100 of shareholder capital generates $32 in annual profit, vs $12 for ARLO. On the Piotroski fundamental quality scale (0–9), ARLO scores 7/9 vs LOGI's 5/9, reflecting strong financial health.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| ROE (TTM)Return on equity | +11.7% | +32.3% |
| ROA (TTM)Return on assets | +4.8% | +18.5% |
| ROICReturn on invested capital | +35.9% | +98.0% |
| ROCEReturn on capital employed | +4.7% | +31.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.05x | — |
| Net DebtTotal debt minus cash | -$140M | -$1.7B |
| Cash & Equiv.Liquid assets | $146M | $1.7B |
| Total DebtShort + long-term debt | $7M | $0 |
| Interest CoverageEBIT ÷ Interest expense | — | — |
LOGI leads this category, winning 6 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
ARLO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ARLO five years ago would be worth $22,519 today (with dividends reinvested), compared to $9,784 for LOGI. Over the past 12 months, ARLO leads with a +40.9% total return vs LOGI's +37.2%. The 3-year compound annual growth rate (CAGR) favors ARLO at 28.4% vs LOGI's 18.6% — a key indicator of consistent wealth creation.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| YTD ReturnYear-to-date | +10.1% | +3.1% |
| 1-Year ReturnPast 12 months | +40.9% | +37.2% |
| 3-Year ReturnCumulative with dividends | +111.5% | +66.6% |
| 5-Year ReturnCumulative with dividends | +125.2% | -2.2% |
| 10-Year ReturnCumulative with dividends | -34.1% | +647.1% |
| CAGR (3Y)Annualised 3-year return | +28.4% | +18.6% |
ARLO leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
LOGI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LOGI is the less volatile stock with a 1.36 beta — it tends to amplify market swings less than ARLO's 1.48 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LOGI currently trades 84.1% from its 52-week high vs ARLO's 73.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.48x | 1.36x |
| 52-Week HighHighest price in past year | $19.94 | $123.01 |
| 52-Week LowLowest price in past year | $10.00 | $76.52 |
| % of 52W HighCurrent price vs 52-week peak | +73.1% | +84.1% |
| RSI (14)Momentum oscillator 0–100 | 56.3 | 71.5 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 998K |
LOGI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ARLO as "Buy" and LOGI as "Hold". Consensus price targets imply 20.1% upside for ARLO (target: $18) vs 5.4% for LOGI (target: $109). LOGI is the only dividend payer here at 1.52% yield — a key consideration for income-focused portfolios.
| Metric | ARLOArlo Technologies… | LOGILogitech Internat… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $17.50 | $109.00 |
| # AnalystsCovering analysts | 10 | 19 |
| Dividend YieldAnnual dividend ÷ price | — | +1.5% |
| Dividend StreakConsecutive years of raises | — | 12 |
| Dividend / ShareAnnual DPS | — | $1.57 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
LOGI leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). ARLO leads in 1 (Total Returns). 1 tied.
Best OverallLogitech International S.A. (LOGI)Leads 3 of 6 categories
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ARLO vs LOGI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ARLO or LOGI a better buy right now?
For growth investors, Logitech International S.
A. (LOGI) is the stronger pick with 6. 3% revenue growth year-over-year, versus 3. 6% for Arlo Technologies, Inc. (ARLO). Logitech International S. A. (LOGI) offers the better valuation at 21. 5x trailing P/E (18. 6x forward), making it the more compelling value choice. Analysts rate Arlo Technologies, Inc. (ARLO) a "Buy" — based on 10 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.
02Which has the better valuation — ARLO or LOGI?
On trailing P/E, Logitech International S.
A. (LOGI) is the cheapest at 21. 5x versus Arlo Technologies, Inc. at 104. 1x. On forward P/E, Arlo Technologies, Inc. is actually cheaper at 18. 1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ARLO or LOGI?
Over the past 5 years, Arlo Technologies, Inc.
(ARLO) delivered a total return of +125. 2%, compared to -2. 2% for Logitech International S. A. (LOGI). Over 10 years, the gap is even starker: LOGI returned +647. 1% versus ARLO's -34. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ARLO or LOGI?
By beta (market sensitivity over 5 years), Logitech International S.
A. (LOGI) is the lower-risk stock at 1. 36β versus Arlo Technologies, Inc. 's 1. 48β — meaning ARLO is approximately 9% more volatile than LOGI relative to the S&P 500.
05Which is growing faster — ARLO or LOGI?
By revenue growth (latest reported year), Logitech International S.
A. (LOGI) is pulling ahead at 6. 3% 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 16. 2% for Logitech International S. A.. Over a 3-year CAGR, ARLO leads at 2. 6% 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.
06Which has better profit margins — ARLO or LOGI?
Logitech International S.
A. (LOGI) is the more profitable company, earning 14. 7% net margin versus 2. 8% for Arlo Technologies, Inc. — meaning it keeps 14. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LOGI leads at 16. 0% versus 1. 1% for ARLO. At the gross margin level — before operating expenses — ARLO leads at 44. 0%, 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.
07Is ARLO or LOGI more undervalued right now?
On forward earnings alone, Arlo Technologies, Inc.
(ARLO) trades at 18. 1x forward P/E versus 18. 6x for Logitech International S. A. — 0. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARLO: 20. 1% to $17. 50.
08Which pays a better dividend — ARLO or LOGI?
In this comparison, LOGI (1.
5% yield) pays a dividend. ARLO does not pay a meaningful dividend and should not be held primarily for income.
09Is ARLO or LOGI better for a retirement portfolio?
For long-horizon retirement investors, Logitech International S.
A. (LOGI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 5% yield, +647. 1% 10Y return). Both have compounded well over 10 years (LOGI: +647. 1%, ARLO: -34. 1%), 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.
10What are the main differences between ARLO and LOGI?
These companies operate in different sectors (ARLO (Industrials) and LOGI (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
LOGI pays a dividend while ARLO does 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.
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Revenue Growth>
%
(ARLO: 16.2% · LOGI: 7.4%)Net Margin>
%
(ARLO: 2.8% · LOGI: 14.7%)P/E Ratio<
x
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