Arlo Technologies (ARLO)vsMadison Air Solutions Corporation (MAIR)
ARLO
Arlo Technologies
$14.47
-0.28%
INDUSTRIALS · Cap: $1.45B
MAIR
Madison Air Solutions Corporation
$29.12
-7.96%
INDUSTRIALS · Cap: $17.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 537% more annual revenue ($3.57B vs $560.61M). ARLO leads profitability with a 5.5% profit margin vs 2.6%. ARLO trades at a lower P/E of 47.5x. ARLO earns a higher WallStSmart Score of 56/100 (C).
ARLO
Buy56
out of 100
Grade: C
MAIR
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.5%
Fair Value
$7.73
Current Price
$14.47
$6.74 premium
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 26.3% year-over-year
Every $100 of equity generates 277 in profit
Revenue surging 33.8% year-over-year
Areas to Watch
Trading at 9.8x book value
0.0% earnings growth
Smaller company, higher risk/reward
5.5% margin — thin
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARLO
The strongest argument for ARLO centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : MAIR
The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.
Bear Case : ARLO
The primary concerns for ARLO are Price/Book, EPS Growth, Market Cap. A P/E of 47.5x leaves little room for execution misses.
Bear Case : MAIR
The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 98.8x leaves little room for execution misses. Debt-to-equity of 510.88 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARLO profiles as a growth stock while MAIR is a hypergrowth play — different risk/reward profiles.
MAIR is growing revenue faster at 33.8% — sustainability is the question.
MAIR generates stronger free cash flow (50M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARLO scores higher overall (56/100 vs 44/100) and 26.3% revenue growth. Both earn "Buy" and "Hold" 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.
Madison Air Solutions Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Madison Air Solutions Corporation (MAIR) operates at the forefront of the HVAC industry, offering state-of-the-art air handling and ventilation systems tailored for both residential and commercial applications. Committed to delivering high-efficiency air quality solutions, the company emphasizes energy conservation and indoor environmental enhancement, aligning with global sustainability initiatives. With a diverse portfolio of innovative products and strategic alliances, Madison Air is well-positioned for robust growth in response to the rising demand for eco-friendly HVAC solutions. As the market landscape evolves, MAIR is strategically poised to harness its technological expertise and solid market presence to seize emerging opportunities.
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