PL vs ARLO vs EVLV Stock Comparison

Planet Labs PBC, Arlo Technologies and Evolv Technologies Holdings Prices as of Oct 23, 2026 Peers: Industry group
1 more company in this comparison (HOLO) Create a free account to keep reading and compare up to 10 companies.
PL Planet Labs PBC
$13.41 -18.1% 1M +3.6% 1Y
Market cap
$4.97B
P/E
–
Revenue (TTM)
$378.28M
Div. yield
–
Computer Vision Technology
3 wins
ARLO Arlo Technologies, Inc.
$13.02 -4.5% 1M -30.6% 1Y
Market cap
$1.32B
P/E
43.2x
Revenue (TTM)
$587.15M
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.

QuestionPLARLOEVLVLeader
Larger companyMarket capitalisation $4.97B $1.32B $797.86M PL
Cheaper on earningsLower P/E, profitable companies only -13.8x 43.2x -152.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 14.6x — –
Faster revenue growthRevenue growth, trailing twelve months +44.1% +15.6% +41.7% PL
More profitableNet margin, trailing twelve months -95.1% 5.2% -3.0% 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 +3.6% -30.6% -41.9% PL
Better 5-year returnAnnualised price return, 5 years +6.1%/yr +15.0%/yr -4.5%/yr ARLO
Less volatileAnnualised volatility, 1 year 91.6% 52.3% 51.1% EVLV
Higher overall scoreMean of the five percentile scores vs peers 37/100 75/100 54/100 ARLO

Percentile Scorecard

PLARLOEVLV

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

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

Price Performance

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

Returns

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

Risk

MeasurePLARLOEVLVSPY
Volatility, 1Y 91.6%52.3%51.1% 12.7%
Downside volatility, 1Y 82.0%53.9%54.6% 12.7%
Beta vs S&P 500, 1Y 2.611.391.33 1.00
Return / volatility, 1Y 0.04-0.59-0.82 1.03
Max drawdown, 5Y -85.7%-72.2%-77.9% -25.4%
From 52-week high -73.9%-33.0%-43.9% -2.5%
52-week high $51.40$19.44$8.23 $779.14
52-week low $11.16$11.23$4.05 $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.

MultiplePLARLOEVLV
P/E now vs peer median -13.4xmedian 37.4x 46.1xmedian 37.4x -159.4xmedian 37.4x
P/S now vs peer median 12.9xmedian 4.4x 2.4xmedian 4.4x 4.9xmedian 4.4x
EV/EBITDA now vs peer median -66.1xmedian 35.0x 57.8xmedian 35.0x -97.8xmedian 35.0x
P/FCF now vs peer median 197.7xmedian 27.2x 20.9xmedian 27.2x -2,347xmedian 27.2x
P/B now vs peer median 8.6xmedian 3.4x 8.8xmedian 3.4x 7.0xmedian 3.4x
PEG now vs peer median 0.60median 1.27 1.33median 1.27 -2.32median 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 monthsPLARLOEVLV
Revenue $378.28M $587.15M $171.44M
Gross profit $209.65M $269.92M $85.49M
Operating income -$102.74M $15.60M -$35.60M
Net income -$359.87M $30.54M -$5.22M
Free cash flow $24.67M $66.87M -$356.00K
R&D $128.10M $85.47M $22.69M
EPS (diluted) $-1.00 $0.28 $-0.03
Cash & equivalents $415.13M $101.38M $52.70M
Total debt – – $28.74M
Shares (diluted) 359.59M 110.82M 180.10M
Enterprise value $2.06B $833.71M $548.89M

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

Growth

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

Profitability

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

Financial Health

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

Shareholder Returns

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

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

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPLARLOEVLV
Held by institutions 74.2% 100.0% 67.2%
Institutions holding 480 261 256
Change in shares held, QoQ +6.1% +1.2% +2.2%
Institutions buying 270 146 132
Institutions selling 161 77 68
Buyers to sellers 1.68 1.90 1.94

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.

PLARLOEVLV
PL 1.00 0.08 0.24
ARLO 0.08 1.00 0.35
EVLV 0.24 0.35 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, PL, ARLO and EVLV?

Planet Labs PBC (PL) is the largest by market capitalisation: Planet Labs PBC (PL) $4.97B, Arlo Technologies (ARLO) $1.32B, Evolv Technologies Holdings (EVLV) $797.86M.

Which company is growing faster?

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

Which company is more profitable?

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

Which stock has performed better?

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

Which stock is riskier?

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

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

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.