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Intrinsic value of Arlo Technologies, Inc. (ARLO)

Previous Close$5.31
Intrinsic Value
Upside potential
Previous Close
$5.31

VALUATION INPUT DATA (original, your and others' valuations)

ParameterOrig.Your
Date of valuation (DoV)  
Intrinsic value (IV) at DoV, $/sh  
IV at current val. algorithm, $/sh165.15 

The original valuation is based on fiscal year data as of 2021-12-31 and quarterly data as of 2022-03-31.

Registered users can save their valuation input data

  1. Annual
  2. Quarterly YoY
  3. Quarterly QoQ

Annual revenue growth rates, % (past and forecasted)

NOTE: The bar chart shows historic and forecasted yearly revenue growth rates. Its purpose is to help you in determining what initial revenue rate you want to base your stock valuation on. Please make sure that you are confident in the value you select - for most stocks it is by far the most important parameter in valuation.

Company description

Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions. It offers Arlo Security Camera, a battery-operated Wi-Fi security camera; Arlo Q and Arlo Q Plus, an indoor wired solution that allow users to monitor their surroundings; Arlo Pro, a battery-operated weather-resistant Wi-Fi camera; Arlo Go, a LTE-enabled wire-free camera that provides untethered mobile security; and Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision. The company also offers Arlo Pro 2, a battery-operated weather-resistant Wi-Fi camera with advancements in sound and motion detection; Arlo Audio Doorbell, a smart audio doorbell solution to pair with Arlo camera or Arlo Security Light products; Arlo Chime, a product that plugs into standard wall outlet and pairs with the Arlo Audio Doorbell to play various ringtones or act as a siren; and accessories, such as charging accessories, device mounts, and device skins. In addition, it provides Arlo Ultra, an integrated spotlight and crystal-clear two-way audio with advanced noise cancellations camera; Arlo Pro 3, an integrated spotlight with color night vision camera; and Arlo Video Doorbell, a doorbell camera which delivers direct-to-mobile video calls and personalized alerts. Further, the company offers Arlo app for iOS and Android devices that allow users to connect various devices; and prepaid services, including seven-day cloud video storage with the ability to connect up to five cameras and 90 days of customer support. The company offers its products through retail channels, wholesale distribution and wireless carrier channels, and paid subscription services through in-app purchases. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in San Jose, California.

show cash flow forecast

FINANCIAL STATEMENTS FORECAST and PRESENT VALUE CALCULATION

Fiscal year2021(a)2022202320242025202620272028202920302031203220332034203520362037203820392040204120422043204420452046

INCOME STATEMENT

Revenue growth rate, %21.8NaN
Revenue, $435NaN
Variable operating expenses, $mNaN
Fixed operating expenses, $mNaN
Total operating expenses, $m495NaN
Operating income, $m-60NaN
EBITDA, $m-54NaN
Interest expense (income), $mNaN
Earnings before tax, $m-55NaN
Tax expense, $m1NaN
Net income, $m-56NaN

BALANCE SHEET

Cash and short-term investments, $m176NaN
Total assets, $m433NaN
Adjusted assets (=assets-cash), $m257NaN
Average production assets, $m43NaN
Working capital, $m93NaN
Total debt, $m26NaN
Total liabilities, $m320NaN
Total equity, $m113NaN
Debt-to-equity ratio0.232NaN
Adjusted equity ratio-0.228NaN

CASH FLOW

Net income, $m-56NaN
Depreciation, amort., depletion, $m6NaN
Funds from operations, $mNaN
Change in working capital, $mNaN
Cash from operations, $m-23NaN
Maintenance CAPEX, $mNaN
New CAPEX, $mNaN
Total CAPEX, $m-2NaN
Free cash flow, $m-21NaN
Issuance/(repurchase) of shares, $mNaN
Retained Cash Flow, $mNaN
Pot'l extraordinary dividend, $m93
Cash available for distribution, $mNaN
Discount rate, %NaN
PV of cash for distribution, $mNaN
Current shareholders' claim on cash, %NaN
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