Powerfleet vs Arlo Technologies
Arlo Technologies is the larger business, with $529m of revenue in fiscal 2025 against $444m for Powerfleet (1.2 times as much). Powerfleet grew faster (22.4% against 3.6%). Arlo Technologies kept more of each dollar of sales as profit: a net margin of 2.8% against -4.6%.
| Latest fiscal year | PowerfleetAIOT, 2026 | Arlo TechnologiesARLO, 2025 |
|---|---|---|
| Revenue | $444m | $529m |
| Revenue growth | 22.4% | 3.6% |
| Net income | −$20.6m | $14.9m |
| Operating margin | — | — |
| Net margin | -4.6% | 2.8% |
| Return on equity | -4.5% | 13.1% |
| Free cash flow | $8.8m | $78.7m |
| Cash | $36.5m | $146m |
| Total debt | $287m | $0 |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | $45.6m |
| Employees | 2,658 | 376 |
| Market value | $373m | $1.48bn |
| Price vs our value range | — | — |
| Moat score | 33 (Weak) | 20 (Weak) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 34 sales |