ARLO vs SSGC vs ZBRA Stock Comparison

Arlo Technologies, SafeSpace Global and Zebra Technologies Prices as of Oct 29, 2026 Peers: Industry group
ARLO Arlo Technologies, Inc.
$14.73 +18.5% 1M -23.8% 1Y
Market cap
$1.57B
P/E
51.2x
Revenue (TTM)
$587.15M
Div. yield
–
Computer Vision Technology
4 wins
SSGC SafeSpace Global Corp
$0.06 -33.3% 1M -82.4% 1Y
Market cap
$11.37M
P/E
–
Revenue (TTM)
$53.72K
Div. yield
–
Computer Vision Technology
ZBRA Zebra Technologies Corp
$377.38 +0.4% 1M +39.4% 1Y
Market cap
$17.11B
P/E
31.7x
Revenue (TTM)
$5.85B
Div. yield
–
Electronic Components Technology
5 wins

Head to Head

9 decided of 12

Zebra Technologies leads on 5 of the 12 questions below (Zebra Technologies 5, Arlo Technologies 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARLOSSGCZBRALeader
Larger companyMarket capitalisation $1.57B $11.37M $17.11B ZBRA
Cheaper on earningsLower P/E, profitable companies only 51.2x -1.5x 31.7x ZBRA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.6x — 16.7x ARLO
Faster revenue growthRevenue growth, trailing twelve months +15.6% -73.3% +12.7% ARLO
More profitableNet margin, trailing twelve months 5.2% -14,125.2% 9.2% ZBRA
Better return on capitalReturn on invested capital — — 10.6% –
Less leveragedLower net debt / EBITDA — — 2.4x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -23.8% -82.4% +39.4% ZBRA
Better 5-year returnAnnualised price return, 5 years +16.4%/yr -20.6%/yr -6.7%/yr ARLO
Less volatileAnnualised volatility, 1 year 53.5% 143.0% 45.5% ZBRA
Higher overall scoreMean of the five percentile scores vs peers 74/100 19/100 62/100 ARLO

Percentile Scorecard

ARLOSSGCZBRA

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

AxisARLOSSGCZBRA
Valuation 76 #31 of 124 1 #123 of 124 69 #35 of 112
Growth 90 #12 of 113 5 #108 of 113 46 #59 of 108
Profitability 73 #30 of 109 3 #106 of 109 85 #17 of 104
Financial Health 44 #72 of 127 69 #40 of 127 17 #96 of 116
Shareholder Returns 89 #8 of 63 – 92 #7 of 78
Overall 74 19 62
  • ARLO ranked among 137 companies in Infrastructure Software
  • SSGC ranked among 137 companies in Infrastructure Software
  • ZBRA ranked among 121 companies in Computer Hardware

Price Performance

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

Returns

PeriodARLOSSGCZBRASPY
1 month +18.5%-33.3%+0.4% +0.7%
3 months +1.7%-33.3%+30.8% +3.7%
6 months +4.8%-40.0%+66.8% +7.1%
Year to date +5.3%-72.7%+55.4% +12.8%
1 year -23.8%-82.4%+39.4% +11.9%
3 years +79.0%-40.0%+79.9% +85.2%
3 years, per year +21.4%-15.7%+21.6% +22.8%
5 years +113.5%-68.4%-29.3% +67.6%
5 years, per year +16.4%-20.6%-6.7% +10.9%
10 years ——+469.5% +262.0%
10 years, per year ——+19.0% +13.7%

Risk

MeasureARLOSSGCZBRASPY
Volatility, 1Y 53.5%143.0%45.5% 12.7%
Downside volatility, 1Y 54.4%175.4%38.1% 12.6%
Beta vs S&P 500, 1Y 1.38-0.361.70 1.00
Return / volatility, 1Y -0.45-0.580.87 0.94
Max drawdown, 5Y -72.2%-95.8%-67.8% -25.4%
From 52-week high -23.8%-82.4%-3.5% -1.2%
52-week high $19.34$0.34$391.00 $779.14
52-week low $11.23$0.06$199.30 $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.

MultipleARLOSSGCZBRA
P/E now vs peer median 52.1xmedian 39.0x -1.5xmedian 39.0x 33.4xmedian 32.9x
P/S now vs peer median 2.7xmedian 4.6x 212.1xmedian 4.6x 3.1xmedian 2.9x
EV/EBITDA now vs peer median 66.0xmedian 32.7x -1.9xmedian 32.7x 19.1xmedian 20.0x
P/FCF now vs peer median 23.7xmedian 27.4x -2.5xmedian 27.4x 19.8xmedian 30.2x
P/B now vs peer median 10.0xmedian 3.2x 5.8xmedian 3.2x 5.2xmedian 2.9x
PEG now vs peer median 1.51median 1.23 0.12median 1.23 -8.84median 1.08

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 monthsARLOSSGCZBRA
Revenue $587.15M $53.72K $5.85B
Gross profit $269.92M $25.36K $2.90B
Operating income $15.60M -$7.80M $858.00M
Net income $30.54M -$7.59M $539.00M
Free cash flow $66.87M -$4.52M $904.00M
R&D $85.47M – $622.00M
EPS (diluted) $0.28 $-0.04 $11.20
Cash & equivalents $101.38M $1.74M $157.00M
Total debt – – $2.77B
Shares (diluted) 110.82M 189.55M 48.13M
Enterprise value $1.08B -$7.74M $15.66B

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
MetricARLOSSGCZBRA
P/E 52.1x -1.5x 33.4x
P/FCF 23.7x -2.5x 19.8x
P/Operating cash flow 20.2x -2.1x 18.2x
P/S 2.7x 212.1x 3.1x
P/B 10.0x 5.8x 5.2x
P/Tangible book 11.9x 5.9x 6.6x
EV/EBITDA 66.0x -1.9x 19.1x
EV/EBIT 95.0x -1.2x 23.9x
EV/Revenue 2.5x 179.7x 3.5x
EV/FCF 22.2x -2.1x 22.6x
EV/Operating cash flow 19.0x -1.7x 20.9x
PEG (3Y EPS CAGR) 1.51 0.12 -8.84

Growth

14 metrics
MetricARLOSSGCZBRA
Revenue growth (1Y) 15.6% -73.3% 12.7%
Revenue CAGR (3Y) 7.5% – 2.1%
Gross profit growth (1Y) 32.3% – 14.9%
Gross profit CAGR (3Y) 22.8% – 4.2%
Operating income growth (1Y) 241.9% -107.0% 8.1%
Operating income CAGR (3Y) 31.3% -100.2% -0.9%
Net income growth (1Y) 535.6% -125.5% -1.6%
Net income CAGR (3Y) 36.2% -82.7% -6.1%
EPS growth (1Y) 524.8% -96.6% 4.8%
EPS CAGR (3Y) 34.6% -12.0% -3.8%
Operating cash flow growth (1Y) 20.8% -203.2% 5.8%
Operating cash flow CAGR (3Y) 131.3% -260.2% 63.5%
Free cash flow growth (1Y) 17.4% -148.0% 6.0%
Free cash flow CAGR (3Y) 187.5% -236.9% 83.6%

Profitability

14 metrics
MetricARLOSSGCZBRA
Gross margin 46.0% 47.2% 49.6%
EBITDA margin 3.8% -9,232% 18.3%
Operating margin 2.7% -14,518% 14.7%
Pretax margin 5.4% -14,283% 12.1%
Net margin 5.2% -14,125% 9.2%
FCF margin 11.4% -8,418% 15.5%
Operating cash flow margin 13.3% -10,294% 16.7%
Return on equity 19.2% -210.5% 15.6%
Return on assets 8.3% -177.3% 6.4%
Return on invested capital – – 10.6%
Return on capital employed 9.0% -198.3% 19.1%
Asset turnover 1.6x 0.0x 0.7x
Cash conversion (OCF / net income) 2.6x 0.7x 1.8x
Stock comp / revenue 12.2% 1,842% 3.0%

Financial Health

11 metrics
MetricARLOSSGCZBRA
Debt / assets – – 32.0%
Debt / equity – – 0.8x
Net debt / EBITDA – – 2.4x
Debt / FCF – – 3.1x
Liabilities / assets 57.7% 34.8% 60.2%
Equity / assets 42.3% 65.2% 39.8%
Interest coverage 28.2x – –
Current ratio 1.4x 5.4x 0.5x
Quick ratio 0.8x 4.4x 0.3x
Cash ratio 0.5x 4.4x 0.0x
Altman Z-score 4.99 -13.96 3.71

Shareholder Returns

7 metrics
MetricARLOSSGCZBRA
Dividend yield – – –
Net buyback yield 3.6% – 5.1%
Shareholder yield 3.6% – 5.1%
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.

ConsensusARLOSSGCZBRA
Forward P/E 16.6xFY2026 – 16.7xFY2026
EPS, next fiscal year $0.89FY2026 – $22.59FY2026
EPS growth, next FY +27.1%FY2026 – +42.6%FY2026
EPS growth, the year after +9.0% – -4.5%
Revenue, next fiscal year $553.83MFY2026 – $6.35BFY2026
Revenue growth, next FY +4.6%FY2026 – +17.7%FY2026
Revenue growth, the year after +8.0% – +1.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARLOSSGCZBRA
Held by institutions 100.0% – 100.0%
Institutions holding 261 – 645
Change in shares held, QoQ +1.2% – +4.5%
Institutions buying 146 – 309
Institutions selling 77 – 242
Buyers to sellers 1.90 – 1.28

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.

ARLOSSGCZBRA
ARLO 1.00 0.10 0.23
SSGC 0.10 1.00 0.08
ZBRA 0.23 0.08 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARLO, SSGC and ZBRA?

Zebra Technologies (ZBRA) is the largest by market capitalisation: Arlo Technologies (ARLO) $1.57B, SafeSpace Global (SSGC) $11.37M, Zebra Technologies (ZBRA) $17.11B.

Which stock is cheaper, ARLO, SSGC and ZBRA?

Zebra Technologies (ZBRA) trades on the lowest price-to-earnings ratio (Arlo Technologies (ARLO) 51.2x, SafeSpace Global (SSGC) -1.5x, Zebra Technologies (ZBRA) 31.7x). On next year's consensus earnings, Arlo Technologies (ARLO) is cheapest (Arlo Technologies (ARLO) 16.6x, Zebra Technologies (ZBRA) 16.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Arlo Technologies (ARLO) grew revenue fastest over the trailing twelve months: Arlo Technologies (ARLO) +15.6%, SafeSpace Global (SSGC) -73.3%, Zebra Technologies (ZBRA) +12.7%.

Which company is more profitable?

Zebra Technologies (ZBRA) has the highest net margin (Arlo Technologies (ARLO) 5.2%, SafeSpace Global (SSGC) -14,125.2%, Zebra Technologies (ZBRA) 9.2%).

Which stock has performed better?

Over the past year Zebra Technologies (ZBRA) returned the most: Arlo Technologies (ARLO) -23.8%, SafeSpace Global (SSGC) -82.4%, Zebra Technologies (ZBRA) +39.4%. Over five years, Arlo Technologies (ARLO) compounded fastest (Arlo Technologies (ARLO) +16.4%/yr, SafeSpace Global (SSGC) -20.6%/yr, Zebra Technologies (ZBRA) -6.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Zebra Technologies (ZBRA) has been the steadiest (Arlo Technologies (ARLO) 53.5%, SafeSpace Global (SSGC) 143.0%, Zebra Technologies (ZBRA) 45.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARLO, SSGC and ZBRA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Zebra Technologies (ZBRA) leads on 5. 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.