Arlo Technologies (ARLO)vsLennox International Inc (LII)
ARLO
Arlo Technologies
$13.19
+1.46%
INDUSTRIALS · Cap: $1.52B
LII
Lennox International Inc
$366.04
-1.77%
INDUSTRIALS · Cap: $13.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 803% more annual revenue ($5.30B vs $587.14M). LII leads profitability with a 14.9% profit margin vs 5.2%. ARLO appears more attractively valued with a PEG of 0.56. LII earns a higher WallStSmart Score of 62/100 (C+).
ARLO
Buy52
out of 100
Grade: C-
LII
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.6%
Fair Value
$8.22
Current Price
$13.19
$4.97 premium
Intrinsic value data unavailable for LII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 20.5% year-over-year
Every $100 of equity generates 60 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 22.9%
Areas to Watch
Trading at 9.0x book value
Smaller company, higher risk/reward
5.2% margin — thin
Premium valuation, high expectations priced in
Trading at 9.8x book value
3.0% revenue growth
0.1% earnings growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ARLO
The strongest argument for ARLO centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score, PEG Ratio. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : ARLO
The primary concerns for ARLO are Price/Book, Market Cap, Profit Margin. A P/E of 50.4x leaves little room for execution misses.
Bear Case : LII
The primary concerns for LII are Price/Book, Revenue Growth, EPS Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARLO profiles as a growth stock while LII is a value play — different risk/reward profiles.
ARLO carries more volatility with a beta of 1.54 — expect wider price swings.
ARLO is growing revenue faster at 20.5% — sustainability is the question.
LII generates stronger free cash flow (136M), providing more financial flexibility.
Bottom Line
LII scores higher overall (62/100 vs 52/100). Both earn "Buy" and "Buy" 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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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