Arlo Technologies (ARLO)vsMadison Air Solutions Corporation (MAIR)
ARLO
Arlo Technologies
$14.05
+0.21%
INDUSTRIALS · Cap: $1.53B
MAIR
Madison Air Solutions Corporation
$38.18
+6.06%
INDUSTRIALS · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 531% more annual revenue ($3.34B vs $529.30M). MAIR leads profitability with a 2.9% profit margin vs 2.8%. ARLO trades at a lower P/E of 100.1x. ARLO earns a higher WallStSmart Score of 37/100 (F).
ARLO
Hold37
out of 100
Grade: F
MAIR
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.9%
Fair Value
$10.71
Current Price
$14.05
$3.34 premium
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.2% revenue growth
No standout strengths identified
Areas to Watch
Trading at 11.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
2.8% margin — thin
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARLO
The strongest argument for ARLO centers on Revenue Growth. Revenue growth of 16.2% demonstrates continued momentum.
Bull Case : MAIR
MAIR has a balanced fundamental profile.
Bear Case : ARLO
The primary concerns for ARLO are Price/Book, EPS Growth, Market Cap. A P/E of 100.1x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARLO profiles as a growth stock while MAIR is a value play — different risk/reward profiles.
ARLO is growing revenue faster at 16.2% — sustainability is the question.
MAIR generates stronger free cash flow (440M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARLO scores higher overall (37/100 vs 35/100) and 16.2% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arlo Technologies
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Arlo Technologies, Inc. provides smart connected devices to monitor environments in real time with a Wi-Fi or cellular connection in the Americas, Europe, Middle East and Africa, and Asia Pacific regions. The company is headquartered in San Jose, California.
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