AAON (AAON) vs Arlo Technologies (ARLO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
AAON (AAON) has outperformed Arlo Technologies (ARLO) over the past year, losing 15.4% versus a loss of 29.2%. Over five years, AAON leads with a +86.7% price change compared with +84.1% for ARLO. AAON is the larger company by market cap ($7.18 billion vs $1.29 billion), about 5.6 times the size.
On valuation, Arlo Technologies trades at a lower forward P/E (11.7x vs 24.9x for AAON). AAON pays a dividend yielding 0.46%, while Arlo Technologies does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AAON | ARLO |
|---|---|---|
| Share price | $87.13 | $11.95 |
| Market cap | $7.18B | $1.29B |
| 1-day change | -1.07% | -6.64% |
| YTD return | +14.27% | -14.58% |
| 1-year return | -15.44% | -29.25% |
| 5-year return | +86.71% | +84.13% |
| P/E ratio (TTM) | 45.86 | 42.68 |
| Forward P/E | 24.91 | 11.65 |
| EPS (TTM) | $1.90 | $0.28 |
| Dividend yield | 0.46% | 0.00% |
| Annual dividend | $0.40 | $0.00 |
| Revenue (latest FY) | $1.44B | — |
| Revenue growth (YoY) | +20.11% | — |
| Net income (latest FY) | $107.59M | — |
| Gross margin | 26.75% | — |
| Operating margin | 10.14% | — |
| Net margin | 7.46% | — |
| 52-week high | $150.46 | $19.94 |
| 52-week low | $73.19 | $11.05 |
| Distance from 52-week high | -42.09% | -40.07% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +54.65% | +75.73% |
| Average volume | 1.16M | 1.24M |
| Shares outstanding | 82.45M | 107.61M |
| Employees | 5,897 | 376 |
| Sector | Industrials | Industrials |
| Industry | Building Products & Equipment | Building Products & Equipment |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AAON is about 5.6 times larger than Arlo Technologies by market value ($7.18B vs $1.29B).
- AAON has outperformed ARLO by 13.8 percentage points over the past year.
About AAON
AAON stock →AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX.
Industrials · Building Products & Equipment · 5,897 employees
About Arlo Technologies
ARLO stock →Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells delivers smart home protection, including automated privacy shield, 360-degree coverage, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; ARLO PRO 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; and Arlo Floodlight Camera, a wire-free floodlight camera.
Industrials · Building Products & Equipment · 376 employees
AAON vs ARLO FAQ
Which is bigger, AAON or Arlo Technologies?
AAON (AAON) is larger, with a market capitalization of $7.18B compared with $1.29B for Arlo Technologies (ARLO).
Which stock has performed better over the past year, AAON or ARLO?
AAON returned -15.44% over the past 12 months, compared with -29.25% for ARLO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AAON or ARLO?
ARLO has the lower trailing P/E at 42.7, versus 45.9 for AAON. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, AAON or Arlo Technologies?
AAON pays a dividend yielding 0.46%, while Arlo Technologies does not currently pay a regular dividend.
Are AAON and Arlo Technologies in the same industry?
Yes. Both are classified in the Building Products & Equipment industry within the Industrials sector.