ADT vs ARLO
ADT: A leading provider of monitored security, smart home, and fire detection systems for homes and small businesses in the United States. ARLO: Arlo Technologies provides a comprehensive smart home security ecosystem combining hardware cameras and doorbells with recurring AI-enhanced cloud subscription services.
Side-by-side fundamentals
| Metric | ADT | ARLO | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $6.50 | $12.15 | |
| Market cap | $4.9B | $1.3B | |
| P/E as of 2026-10-08 | 9.17 | 43.94 | ADT lower |
| Net margin FY2025, SEC XBRL | +11.6% | n/a | |
| Operating margin FY2025, SEC XBRL | +25.5% | n/a | |
| ROE FY2025, SEC XBRL | +15.8% | +11.7% | ADT higher |
| ROA FY2025, SEC XBRL | +3.8% | +4.8% | ARLO higher |
| Debt / equity as of 2026-09-03 | 2.21 | 0.00 | ARLO lower |
| Revenue growth (YoY) as of 2026-09-03 | +2.1% | +10.8% | ARLO higher |
| Revenue CAGR (3y) SEC XBRL | +5.4% | n/a | |
| Dividend yield as of 2026-09-03 | +3.5% | n/a | |
| Dividend streak (yrs) SEC XBRL | 4 | 0 | ADT higher |
| Beta as of 2026-09-03 | 0.71 | 1.48 | |
| 1-year return as of 2026-10-08 close | -24.9% | -29.6% | ADT higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.