Arlo Technologies vs Daktronics
Daktronics is the larger business, with $839m of revenue in fiscal 2026 against $529m for Arlo Technologies (1.6 times as much). Daktronics grew faster (10.9% against 3.6%). Daktronics kept more of each dollar of sales as profit: a net margin of 5.4% against 2.8%.
| Latest fiscal year | Arlo TechnologiesARLO, 2025 | DaktronicsDAKT, 2026 |
|---|---|---|
| Revenue | $529m | $839m |
| Revenue growth | 3.6% | 10.9% |
| Net income | $14.9m | $45.4m |
| Operating margin | — | 7.3% |
| Net margin | 2.8% | 5.4% |
| Return on equity | 13.1% | 15.8% |
| Free cash flow | $78.7m | $34.3m |
| Cash | $146m | $132m |
| Total debt | $0 | $10.9m |
| Debt to equity | — | 3.6% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $45.6m | $25.6m |
| Employees | 376 | 2,423 |
| Market value | $1.48bn | $957m |
| Price vs our value range | — | Below our value range |
| Moat score | 20 (Weak) | 29 (Weak) |
| Insider trades, 12 months | 0 buys, 34 sales | 1 buys, 2 sales |