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Arlo Technologies vs Canaan

Arlo Technologies and Canaan are similar in size: $529m and $530m of revenue in their latest fiscal years. Canaan grew faster (96.7% against 3.6%). Arlo Technologies kept more of each dollar of sales as profit: a net margin of 2.8% against -39.7%.

Latest fiscal yearArlo TechnologiesARLO, 2025CanaanCAN, 2025
Revenue $529m $530m
Revenue growth 3.6% 96.7%
Net income $14.9m −$210m
Operating margin — -21.2%
Net margin 2.8% -39.7%
Return on equity 13.1% -59.8%
Free cash flow $78.7m −$296m
Cash $146m $80.8m
Total debt $0 $52.2m
Debt to equity — 11.9%
Dividend per share — —
Dividend yield — —
Share buybacks $45.6m $5.0m
Employees 376 —
Market value $1.48bn $92.9m
Price vs our value range — —
Moat score 20 (Weak) —
Insider trades, 12 months 0 buys, 34 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.