AISP vs ARLO vs PL Stock Comparison

Airship AI Holdings, Arlo Technologies and Planet Labs PBC Prices as of Oct 23, 2026 Peers: Industry group
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ARLO Arlo Technologies, Inc.
$13.02 -4.5% 1M -30.6% 1Y
Market cap
$1.34B
P/E
44.0x
Revenue (TTM)
$587.15M
Div. yield
–
Computer Vision Technology
3 wins
PL Planet Labs PBC
$13.41 -18.1% 1M +3.6% 1Y
Market cap
$4.95B
P/E
–
Revenue (TTM)
$378.28M
Div. yield
–
Computer Vision Technology
3 wins

Head to Head

8 decided of 12

Planet Labs PBC leads on 3 of the 12 questions below (Planet Labs PBC 3, Arlo Technologies 3, Airship AI Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAISPARLOPLLeader
Larger companyMarket capitalisation $74.21M $1.34B $4.95B PL
Cheaper on earningsLower P/E, profitable companies only 2.8x 44.0x -13.8x AISP
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 14.6x — –
Faster revenue growthRevenue growth, trailing twelve months +32.2% +15.6% +44.1% PL
More profitableNet margin, trailing twelve months 144.6% 5.2% -95.1% AISP
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -56.9% -30.6% +3.6% PL
Better 5-year returnAnnualised price return, 5 years -26.0%/yr +15.0%/yr +6.1%/yr ARLO
Less volatileAnnualised volatility, 1 year 78.5% 52.3% 91.6% ARLO
Higher overall scoreMean of the five percentile scores vs peers 47/100 75/100 37/100 ARLO

Percentile Scorecard

AISPARLOPL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAISPARLOPL
Valuation 61 #49 of 124 77 #29 of 124 38 #77 of 124
Growth 84 #19 of 113 91 #11 of 113 46 #62 of 113
Profitability 43 #63 of 110 74 #29 of 110 38 #69 of 110
Financial Health 34 #85 of 129 41 #76 of 129 45 #71 of 129
Shareholder Returns 10 #61 of 68 90 #8 of 68 16 #57 of 68
Overall 47 75 37
  • AISP ranked among 137 companies in Infrastructure Software
  • ARLO ranked among 137 companies in Infrastructure Software
  • PL ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAISPARLOPLSPY
1 month +11.3%-4.5%-18.1% -1.0%
3 months +7.5%+1.1%-34.5% +2.9%
6 months -14.3%-10.8%-62.2% +6.4%
Year to date -25.3%-6.9%-32.0% +11.4%
1 year -56.9%-30.6%+3.6% +13.1%
3 years -80.0%+44.7%+518.0% +79.4%
3 years, per year -41.6%+13.1%+83.6% +21.5%
5 years -77.8%+100.6%+34.2% +67.7%
5 years, per year -26.0%+15.0%+6.1% +10.9%

Risk

MeasureAISPARLOPLSPY
Volatility, 1Y 78.5%52.3%91.6% 12.7%
Downside volatility, 1Y 72.5%53.9%82.0% 12.7%
Beta vs S&P 500, 1Y 2.501.392.61 1.00
Return / volatility, 1Y -0.72-0.590.04 1.03
Max drawdown, 5Y -87.6%-72.2%-85.7% -25.4%
From 52-week high -57.6%-33.0%-73.9% -2.5%
52-week high $5.09$19.44$51.40 $779.14
52-week low $1.71$11.23$11.16 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAISPARLOPL
P/E now vs peer median 2.8xmedian 37.4x 46.1xmedian 37.4x -13.4xmedian 37.4x
P/S now vs peer median 4.1xmedian 4.4x 2.4xmedian 4.4x 12.9xmedian 4.4x
EV/EBITDA now vs peer median —median 35.0x 57.8xmedian 35.0x -66.1xmedian 35.0x
P/FCF now vs peer median -21.2xmedian 27.2x 20.9xmedian 27.2x 197.7xmedian 27.2x
P/B now vs peer median -8.6xmedian 3.4x 8.8xmedian 3.4x 8.6xmedian 3.4x
PEG now vs peer median 0.04median 1.27 1.33median 1.27 0.60median 1.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAISPARLOPL
Revenue $18.15M $587.15M $378.28M
Gross profit $10.19M $269.92M $209.65M
Operating income -$6.55M $15.60M -$102.74M
Net income $26.24M $30.54M -$359.87M
Free cash flow -$3.51M $66.87M $24.67M
R&D $3.31M $85.47M $128.10M
EPS (diluted) $0.76 $0.28 $-1.00
Cash & equivalents $12.37M $101.38M $415.13M
Shares (diluted) 34.44M 110.82M 359.59M
Enterprise value $31.77M $855.88M $2.04B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAISPARLOPL
P/E 2.8x 46.1x -13.4x
P/FCF -21.2x 20.9x 197.7x
P/Operating cash flow -21.2x 17.9x 41.5x
P/S 4.1x 2.4x 12.9x
P/B -8.6x 8.8x 8.6x
P/Tangible book -8.6x 10.5x 9.1x
EV/EBITDA – 57.8x -66.1x
EV/EBIT -9.5x 83.3x -39.0x
EV/Revenue 3.4x 2.2x 10.6x
EV/FCF -17.7x 19.4x 162.6x
EV/Operating cash flow -17.7x 16.6x 34.1x
PEG (3Y EPS CAGR) 0.04 1.33 0.60

Growth

14 metrics
MetricAISPARLOPL
Revenue growth (1Y) 32.2% 15.6% 44.1%
Revenue CAGR (3Y) – 7.5% 21.8%
Gross profit growth (1Y) 42.4% 32.3% 35.6%
Gross profit CAGR (3Y) – 22.8% 24.6%
Operating income growth (1Y) 3.9% 241.9% -24.2%
Operating income CAGR (3Y) 2.1% 31.3% 16.0%
Net income growth (1Y) 159.6% 535.6% -297.8%
Net income CAGR (3Y) 62.4% 36.2% -33.7%
EPS growth (1Y) 155.2% 524.8% -236.5%
EPS CAGR (3Y) 68.4% 34.6% -22.3%
Operating cash flow growth (1Y) 44.1% 20.8% 41.9%
Operating cash flow CAGR (3Y) -2.7% 131.3% 55.8%
Free cash flow growth (1Y) 44.1% 17.4% -30.0%
Free cash flow CAGR (3Y) -2.7% 187.5% 31.4%

Profitability

14 metrics
MetricAISPARLOPL
Gross margin 56.2% 46.0% 55.4%
EBITDA margin – 3.8% -16.0%
Operating margin -36.1% 2.7% -27.2%
Pretax margin -36.1% 5.4% -93.8%
Net margin 144.6% 5.2% -95.1%
FCF margin -19.3% 11.4% 6.5%
Operating cash flow margin -19.3% 13.3% 31.1%
Return on equity – 19.2% -71.4%
Return on assets -35.5% 8.3% -26.8%
Return on invested capital – – –
Return on capital employed -50.0% 9.0% -10.4%
Asset turnover 1.0x 1.6x 0.3x
Cash conversion (OCF / net income) -0.1x 2.6x -0.3x
Stock comp / revenue 13.5% 12.2% 16.5%

Financial Health

11 metrics
MetricAISPARLOPL
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 148.6% 57.7% 60.6%
Equity / assets -48.6% 42.3% 39.4%
Interest coverage – 28.2x -18.7x
Current ratio 3.2x 1.4x 2.8x
Quick ratio 3.0x 0.8x 2.6x
Cash ratio 2.3x 0.5x 2.5x
Altman Z-score -1.56 4.48 2.38

Shareholder Returns

7 metrics
MetricAISPARLOPL
Dividend yield – – –
Net buyback yield -12.9% 4.0% -5.4%
Shareholder yield -12.9% 4.0% -5.4%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAISPARLOPL
Forward P/E – 14.6xFY2026 –
EPS, next fiscal year $-0.06FY2026 $0.89FY2026 $-0.05FY2026
EPS growth, next FY -107.9%FY2026 +27.1%FY2026 –
EPS growth, the year after – +9.0% –
Revenue, next fiscal year $28.14MFY2026 $553.83MFY2026 $413.72MFY2026
Revenue growth, next FY +83.7%FY2026 +4.6%FY2026 +34.4%FY2026
Revenue growth, the year after +36.3% +8.0% +41.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAISPARLOPL
Held by institutions 14.5% 100.0% 74.2%
Institutions holding 79 261 480
Change in shares held, QoQ -29.3% +1.2% +6.1%
Institutions buying 41 146 270
Institutions selling 27 77 161
Buyers to sellers 1.52 1.90 1.68

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AISPARLOPL
AISP 1.00 0.21 0.33
ARLO 0.21 1.00 0.08
PL 0.33 0.08 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AISP, ARLO and PL?

Planet Labs PBC (PL) is the largest by market capitalisation: Airship AI Holdings (AISP) $74.21M, Arlo Technologies (ARLO) $1.34B, Planet Labs PBC (PL) $4.95B.

Which stock is cheaper, AISP, ARLO and PL?

Airship AI Holdings (AISP) trades on the lowest price-to-earnings ratio (Airship AI Holdings (AISP) 2.8x, Arlo Technologies (ARLO) 44.0x, Planet Labs PBC (PL) -13.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Planet Labs PBC (PL) grew revenue fastest over the trailing twelve months: Airship AI Holdings (AISP) +32.2%, Arlo Technologies (ARLO) +15.6%, Planet Labs PBC (PL) +44.1%.

Which company is more profitable?

Airship AI Holdings (AISP) has the highest net margin (Airship AI Holdings (AISP) 144.6%, Arlo Technologies (ARLO) 5.2%, Planet Labs PBC (PL) -95.1%).

Which stock has performed better?

Over the past year Planet Labs PBC (PL) returned the most: Airship AI Holdings (AISP) -56.9%, Arlo Technologies (ARLO) -30.6%, Planet Labs PBC (PL) +3.6%. Over five years, Arlo Technologies (ARLO) compounded fastest (Airship AI Holdings (AISP) -26.0%/yr, Arlo Technologies (ARLO) +15.0%/yr, Planet Labs PBC (PL) +6.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Arlo Technologies (ARLO) has been the steadiest (Airship AI Holdings (AISP) 78.5%, Arlo Technologies (ARLO) 52.3%, Planet Labs PBC (PL) 91.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AISP, ARLO and PL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Planet Labs PBC (PL) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.