Arlo Technologies, Inc. — Earnings Quality Grade B
ARLO · Industrials
Generally healthy
Screening Summary
管理层信号
Financial Trends
Revenue & Net Income ($B)
Margins (%)
18-Point Screening
Revenue Quality
DSO 27 days, change -14 days YoY
AR growth -30.8% vs revenue growth 3.6%
Revenue 3.6%, CFFO 53.4%. Cash follows revenue
Expense Quality
Inventory 1.4% vs COGS -8.3%. Normal
CapEx growth 340.0% is >2x revenue growth 3.6%
SG&A/Gross Profit = 64.8%. Normal
Gross margin swung +7.3pp (36.7% → 44.0%)
Cash Flow Quality
CFFO/NI = 5.27. Profits backed by cash
FCF $0.1B, FCF/NI = 4.48
Accruals ratio = -20.5%. Low accruals
Cash $0.2B covers debt $0.0B
Balance Sheet Health
Goodwill+Intangibles $0.0B = 9% of equity. Manageable
Debt/EBITDA = 0.7x. Healthy
Other assets -2.8% vs revenue 3.6%. Normal
No write-off data
Acquisition Risk
FCF after acquisitions positive
Goodwill+Intangibles change 0% YoY. Normal
Manipulation Score
M-Score = -3.49 (< -2.22). Unlikely manipulator
Beneish M-Score
Altman Z-Score
Generated from public financial data using forensic accounting frameworks. Not investment advice. Data: Yahoo Finance · 2026-04-25