ADT (ADT) 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
ADT (ADT) has outperformed Arlo Technologies (ARLO) over the past year, losing 24.9% versus a loss of 29.6%. Over five years, ARLO leads with a +87.2% price change compared with -23.3% for ADT. ADT is the larger company by market cap ($4.75 billion vs $1.31 billion), about 3.6 times the size.
On valuation, ADT trades at a lower forward P/E (6.6x vs 11.8x for Arlo Technologies). ADT pays a dividend yielding 3.38%, 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 | ADT | ARLO |
|---|---|---|
| Share price | $6.50 | $12.15 |
| Market cap | $4.75B | $1.31B |
| 1-day change | +3.17% | +1.67% |
| YTD return | -19.45% | -13.15% |
| 1-year return | -24.86% | -29.61% |
| 5-year return | -23.35% | +87.21% |
| P/E ratio (TTM) | 8.90 | 43.39 |
| Forward P/E | 6.60 | 11.85 |
| EPS (TTM) | $0.73 | $0.28 |
| Dividend yield | 3.38% | 0.00% |
| Annual dividend | $0.22 | $0.00 |
| Revenue (latest FY) | $5.13B | — |
| Revenue growth (YoY) | +4.70% | — |
| Net income (latest FY) | $595.95M | — |
| Operating margin | 25.52% | — |
| Net margin | 11.62% | — |
| 52-week high | $8.89 | $19.94 |
| 52-week low | $6.03 | $11.05 |
| Distance from 52-week high | -26.85% | -39.07% |
| Analyst consensus | none | none |
| Avg. price target upside | +26.62% | +72.84% |
| Average volume | 7.58M | 1.28M |
| Shares outstanding | 675.81M | 107.61M |
| Employees | 12,200 | 376 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Diversified Commercial Services | Diversified Commercial Services |
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
- ADT is about 3.6 times larger than Arlo Technologies by market value ($4.75B vs $1.31B).
- Arlo Technologies trades at a higher earnings multiple (43.4x vs 8.9x trailing P/E).
- ADT offers a meaningfully higher dividend yield (3.38% vs 0.00%).
About ADT
ADT stock →ADT Inc. provides security, interactive, and smart home solutions in the United States.
Consumer Discretionary · Diversified Commercial Services · 12,200 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.
Consumer Discretionary · Diversified Commercial Services · 376 employees
ADT vs ARLO FAQ
Which is bigger, ADT or Arlo Technologies?
ADT (ADT) is larger, with a market capitalization of $4.75B compared with $1.31B for Arlo Technologies (ARLO).
Which stock has performed better over the past year, ADT or ARLO?
ADT returned -24.86% over the past 12 months, compared with -29.61% for ARLO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ADT or ARLO?
ADT has the lower trailing P/E at 8.9, versus 43.4 for ARLO. 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, ADT or Arlo Technologies?
ADT pays a dividend yielding 3.38%, while Arlo Technologies does not currently pay a regular dividend.
Are ADT and Arlo Technologies in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.