MetaCap

Arlo Technologies (ARLO) vs EquipmentShare.com (EQPT)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

EquipmentShare.com is the larger company by market cap ($4.48 billion vs $1.29 billion), about 3.5 times the size. On valuation, Arlo Technologies trades at a lower forward P/E (11.7x vs 19.4x for EquipmentShare.com).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ARLO-8.01%EQPT-45.70%
+26%-14%-55%
Jan 23, 20261 yearOct 7, 2026
ARLO-8.01%EQPT-45.70%
+24%-14%-52%
Jan 19, 20265 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ARLO versus EQPT key metrics
MetricARLOEQPT
Share price$11.95$17.68
Market cap$1.29B$4.48B
1-day change-6.64%-6.46%
YTD return-14.58%—
1-year return-29.25%—
5-year return+84.13%—
P/E ratio (TTM)45.96176.80
Forward P/E11.6519.44
EPS (TTM)$0.26$0.10
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)—$4.38B
Revenue growth (YoY)—+16.34%
Net income (latest FY)—$40.00M
Gross margin—28.29%
Operating margin—6.78%
Net margin—0.91%
52-week high$19.94$35.50
52-week low$11.05$15.71
Distance from 52-week high-40.07%-50.20%
Analyst consensusnonebuy
Avg. price target upside+75.73%+82.69%
Average volume1.24M3.20M
Shares outstanding107.61M215.81M
Employees3769,203
SectorIndustrialsConsumer Discretionary
IndustryBuilding Products & EquipmentDiversified 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

  • EquipmentShare.com is about 3.5 times larger than Arlo Technologies by market value ($4.48B vs $1.29B).
  • EquipmentShare.com trades at a higher earnings multiple (176.8x vs 46.0x trailing P/E).
  • The two companies sit in different sectors: Arlo Technologies in Industrials and EquipmentShare.com in Consumer Discretionary.

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

About EquipmentShare.com

EQPT stock →

EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology.

Consumer Discretionary · Diversified Commercial Services · 9,203 employees

ARLO vs EQPT FAQ

Which is bigger, Arlo Technologies or EquipmentShare.com?

EquipmentShare.com (EQPT) is larger, with a market capitalization of $4.48B compared with $1.29B for Arlo Technologies (ARLO).

Which has the lower P/E ratio, ARLO or EQPT?

ARLO has the lower trailing P/E at 46.0, versus 176.8 for EQPT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are Arlo Technologies and EquipmentShare.com in the same industry?

No. Arlo Technologies is in the Industrials sector, while EquipmentShare.com is in Consumer Discretionary.

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