ALRM vs ARLO
ALRM: Cloud-based IoT platform connecting over 170 million residential and commercial property devices through a network of service provider partners for security, automation, and energy management. ARLO: Arlo is a smart security company that combines AI-driven cloud services with hardware like cameras and doorbells to provide a personalized, subscription-based home and personal protection ecosystem.
Side-by-side fundamentals
| Metric | ALRM | ARLO | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $50.54 | $12.93 | |
| Market cap as of 2026-07-23 | $2.5B | $1.4B | |
| P/E as of 2026-07-23 | 19.49 | 45.73 | ALRM lower |
| PEG as of 2026-07-23 | 11.21 | n/a | |
| Net margin as of 2026-07-23 | +12.4% | +5.5% | ALRM higher |
| Gross margin as of 2026-07-23 | +65.8% | +45.1% | ALRM higher |
| Operating margin as of 2026-07-23 | +13.1% | +3.4% | ALRM higher |
| ROE as of 2026-07-23 | +15.4% | +22.9% | ARLO higher |
| ROA as of 2026-07-23 | +6.4% | +9.1% | ARLO higher |
| Debt / equity as of 2026-07-23 | 0.57 | 0.00 | ARLO lower |
| Revenue growth (YoY) as of 2026-07-23 | +8.6% | +10.8% | ARLO higher |
| Revenue CAGR (3y) SEC XBRL | +6.3% | n/a | |
| Dividend streak (yrs) SEC XBRL | 0 | n/a | |
| Beta as of 2026-07-23 | 0.77 | 1.58 | |
| 1-year return as of 2026-07-22 close | -5.1% | -18.5% | ALRM higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.