Arlo Technologies (ARLO)vsTrane Technologies plc (TT)
ARLO
Arlo Technologies
$13.19
+1.46%
INDUSTRIALS · Cap: $1.52B
TT
Trane Technologies plc
$442.52
+0.61%
INDUSTRIALS · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 3683% more annual revenue ($22.21B vs $587.14M). TT leads profitability with a 13.3% profit margin vs 5.2%. ARLO appears more attractively valued with a PEG of 0.56. TT earns a higher WallStSmart Score of 60/100 (C).
ARLO
Buy52
out of 100
Grade: C-
TT
Buy60
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 TT.
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 34 in profit
Large-cap with strong market position
Generating 1.0B in free cash flow
Areas to Watch
Trading at 9.0x book value
Smaller company, higher risk/reward
5.2% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.3x book value
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow. Revenue growth of 10.6% demonstrates continued momentum.
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 : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ARLO profiles as a growth stock while TT 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.
TT generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
TT scores higher overall (60/100 vs 52/100) and 10.6% revenue growth. 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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