ARLO vs EVLV vs PL Stock Comparison

Arlo Technologies, Evolv Technologies Holdings and Planet Labs PBC Prices as of Oct 23, 2026 Peers: Industry group
ARLO Arlo Technologies, Inc.
$13.02 -4.5% 1M -30.6% 1Y
Market cap
$1.32B
P/E
43.3x
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
$4.98B
P/E
–
Revenue (TTM)
$378.28M
Div. yield
–
Computer Vision Technology
3 wins

Head to Head

7 decided of 12

Planet Labs PBC leads on 3 of the 12 questions below (Planet Labs PBC 3, Arlo Technologies 3, Evolv Technologies Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARLOEVLVPLLeader
Larger companyMarket capitalisation $1.32B $800.99M $4.98B PL
Cheaper on earningsLower P/E, profitable companies only 43.3x -153.4x -13.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.6x — — –
Faster revenue growthRevenue growth, trailing twelve months +15.6% +41.7% +44.1% PL
More profitableNet margin, trailing twelve months 5.2% -3.0% -95.1% ARLO
Better return on capitalReturn on invested capital — -23.8% — –
Less leveragedLower net debt / EBITDA — 4.1x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -30.6% -41.9% +3.6% PL
Better 5-year returnAnnualised price return, 5 years +15.0%/yr -4.5%/yr +6.1%/yr ARLO
Less volatileAnnualised volatility, 1 year 52.3% 51.1% 91.6% EVLV
Higher overall scoreMean of the five percentile scores vs peers 75/100 54/100 37/100 ARLO

Percentile Scorecard

ARLOEVLVPL

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

AxisARLOEVLVPL
Valuation 77 #29 of 124 55 #56 of 124 38 #77 of 124
Growth 91 #11 of 113 99 #2 of 113 46 #62 of 113
Profitability 74 #29 of 110 51 #55 of 110 38 #69 of 110
Financial Health 41 #76 of 129 31 #90 of 129 45 #71 of 129
Shareholder Returns 90 #8 of 68 33 #46 of 68 16 #57 of 68
Overall 75 54 37
  • ARLO ranked among 137 companies in Infrastructure Software
  • EVLV 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

PeriodARLOEVLVPLSPY
1 month -4.5%-5.3%-18.1% -1.0%
3 months +1.1%-11.8%-34.5% +2.9%
6 months -10.8%-30.3%-62.2% +6.4%
Year to date -6.9%-35.5%-32.0% +11.4%
1 year -30.6%-41.9%+3.6% +13.1%
3 years +44.7%+14.1%+518.0% +79.4%
3 years, per year +13.1%+4.5%+83.6% +21.5%
5 years +100.6%-20.8%+34.2% +67.7%
5 years, per year +15.0%-4.5%+6.1% +10.9%

Risk

MeasureARLOEVLVPLSPY
Volatility, 1Y 52.3%51.1%91.6% 12.7%
Downside volatility, 1Y 53.9%54.6%82.0% 12.7%
Beta vs S&P 500, 1Y 1.391.332.61 1.00
Return / volatility, 1Y -0.59-0.820.04 1.03
Max drawdown, 5Y -72.2%-77.9%-85.7% -25.4%
From 52-week high -33.0%-43.9%-73.9% -2.5%
52-week high $19.44$8.23$51.40 $779.14
52-week low $11.23$4.05$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.

MultipleARLOEVLVPL
P/E now vs peer median 46.1xmedian 37.4x -159.4xmedian 37.4x -13.4xmedian 37.4x
P/S now vs peer median 2.4xmedian 4.4x 4.9xmedian 4.4x 12.9xmedian 4.4x
EV/EBITDA now vs peer median 57.8xmedian 35.0x -97.8xmedian 35.0x -66.1xmedian 35.0x
P/FCF now vs peer median 20.9xmedian 27.2x -2,347xmedian 27.2x 197.7xmedian 27.2x
P/B now vs peer median 8.8xmedian 3.4x 7.0xmedian 3.4x 8.6xmedian 3.4x
PEG now vs peer median 1.33median 1.27 -2.32median 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 monthsARLOEVLVPL
Revenue $587.15M $171.44M $378.28M
Gross profit $269.92M $85.49M $209.65M
Operating income $15.60M -$35.60M -$102.74M
Net income $30.54M -$5.22M -$359.87M
Free cash flow $66.87M -$356.00K $24.67M
R&D $85.47M $22.69M $128.10M
EPS (diluted) $0.28 $-0.03 $-1.00
Cash & equivalents $101.38M $52.70M $415.13M
Total debt – $28.74M –
Shares (diluted) 110.82M 180.10M 359.59M
Enterprise value $835.87M $552.02M $2.07B

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
MetricARLOEVLVPL
P/E 46.1x -159.4x -13.4x
P/FCF 20.9x -2,347x 197.7x
P/Operating cash flow 17.9x 30.0x 41.5x
P/S 2.4x 4.9x 12.9x
P/B 8.8x 7.0x 8.6x
P/Tangible book 10.5x 7.0x 9.1x
EV/EBITDA 57.8x -97.8x -66.1x
EV/EBIT 83.3x -22.5x -39.0x
EV/Revenue 2.2x 4.7x 10.6x
EV/FCF 19.4x -2,252x 162.6x
EV/Operating cash flow 16.6x 28.8x 34.1x
PEG (3Y EPS CAGR) 1.33 -2.32 0.60

Growth

14 metrics
MetricARLOEVLVPL
Revenue growth (1Y) 15.6% 41.7% 44.1%
Revenue CAGR (3Y) 7.5% 31.0% 21.8%
Gross profit growth (1Y) 32.3% 25.9% 35.6%
Gross profit CAGR (3Y) 22.8% 95.6% 24.6%
Operating income growth (1Y) 241.9% 49.1% -24.2%
Operating income CAGR (3Y) 31.3% 29.1% 16.0%
Net income growth (1Y) 535.6% 94.1% -297.8%
Net income CAGR (3Y) 36.2% 66.8% -33.7%
EPS growth (1Y) 524.8% 94.6% -236.5%
EPS CAGR (3Y) 34.6% 68.8% -22.3%
Operating cash flow growth (1Y) 20.8% 334.7% 41.9%
Operating cash flow CAGR (3Y) 131.3% 42.6% 55.8%
Free cash flow growth (1Y) 17.4% 98.1% -30.0%
Free cash flow CAGR (3Y) 187.5% 83.1% 31.4%

Profitability

14 metrics
MetricARLOEVLVPL
Gross margin 46.0% 49.9% 55.4%
EBITDA margin 3.8% -4.8% -16.0%
Operating margin 2.7% -20.8% -27.2%
Pretax margin 5.4% -3.1% -93.8%
Net margin 5.2% -3.0% -95.1%
FCF margin 11.4% -0.2% 6.5%
Operating cash flow margin 13.3% 16.2% 31.1%
Return on equity 19.2% -4.4% -71.4%
Return on assets 8.3% -1.7% -26.8%
Return on invested capital – -23.8% –
Return on capital employed 9.0% -20.2% -10.4%
Asset turnover 1.6x 0.6x 0.3x
Cash conversion (OCF / net income) 2.6x -5.3x -0.3x
Stock comp / revenue 12.2% 13.5% 16.5%

Financial Health

11 metrics
MetricARLOEVLVPL
Debt / assets – 9.5% –
Debt / equity – 0.2x –
Net debt / EBITDA – 4.1x –
Debt / FCF – -80.7x –
Liabilities / assets 57.7% 60.6% 60.6%
Equity / assets 42.3% 39.4% 39.4%
Interest coverage 28.2x -9.7x -18.7x
Current ratio 1.4x 1.2x 2.8x
Quick ratio 0.8x 0.8x 2.6x
Cash ratio 0.5x 0.5x 2.5x
Altman Z-score 4.48 1.14 2.38

Shareholder Returns

7 metrics
MetricARLOEVLVPL
Dividend yield – – –
Net buyback yield 4.0% -0.7% -5.4%
Shareholder yield 4.0% -0.7% -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.

ConsensusARLOEVLVPL
Forward P/E 14.6xFY2026 – –
EPS, next fiscal year $0.89FY2026 $-0.09FY2026 $-0.05FY2026
EPS growth, next FY +27.1%FY2026 – –
EPS growth, the year after +9.0% – –
Revenue, next fiscal year $553.83MFY2026 $193.69MFY2026 $413.72MFY2026
Revenue growth, next FY +4.6%FY2026 +32.7%FY2026 +34.4%FY2026
Revenue growth, the year after +8.0% +19.3% +41.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARLOEVLVPL
Held by institutions 100.0% 67.2% 74.2%
Institutions holding 261 256 480
Change in shares held, QoQ +1.2% +2.2% +6.1%
Institutions buying 146 132 270
Institutions selling 77 68 161
Buyers to sellers 1.90 1.94 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.

ARLOEVLVPL
ARLO 1.00 0.35 0.08
EVLV 0.35 1.00 0.24
PL 0.08 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARLO, EVLV and PL?

Planet Labs PBC (PL) is the largest by market capitalisation: Arlo Technologies (ARLO) $1.32B, Evolv Technologies Holdings (EVLV) $800.99M, Planet Labs PBC (PL) $4.98B.

Which company is growing faster?

Planet Labs PBC (PL) grew revenue fastest over the trailing twelve months: Arlo Technologies (ARLO) +15.6%, Evolv Technologies Holdings (EVLV) +41.7%, Planet Labs PBC (PL) +44.1%.

Which company is more profitable?

Arlo Technologies (ARLO) has the highest net margin (Arlo Technologies (ARLO) 5.2%, Evolv Technologies Holdings (EVLV) -3.0%, Planet Labs PBC (PL) -95.1%).

Which stock has performed better?

Over the past year Planet Labs PBC (PL) returned the most: Arlo Technologies (ARLO) -30.6%, Evolv Technologies Holdings (EVLV) -41.9%, Planet Labs PBC (PL) +3.6%. Over five years, Arlo Technologies (ARLO) compounded fastest (Arlo Technologies (ARLO) +15.0%/yr, Evolv Technologies Holdings (EVLV) -4.5%/yr, Planet Labs PBC (PL) +6.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Evolv Technologies Holdings (EVLV) has been the steadiest (Arlo Technologies (ARLO) 52.3%, Evolv Technologies Holdings (EVLV) 51.1%, Planet Labs PBC (PL) 91.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARLO, EVLV 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.