Advertisement
ARLO vs ARMK
Which Stock Would AI Choose? Arlo Technologies (ARLO) vs. Aramark (ARMK) Stock Comparison
Key Takeaways
- Arlo Technologies (ARLO) reported Q1 2026 revenue growth of 26% year-over-year to $150 million, driven by subscriptions surging 31%, with net income of $15 million versus a prior loss.
- Aramark (ARMK) shares have risen over 22% year-to-date, outperforming the S&P 500's 8%, supported by entry into hyperscale AI data centers via Aramark Nexus.
- ARLO trades at a forward P/E around 56x with analyst targets averaging $21.50 (40% upside from ~$15), reflecting high-growth tech sentiment.
- ARMK offers stability with a 1.06% dividend yield and targets near $47.62 (6% upside from ~$45), amid steady industrials exposure.
- Recent momentum favors ARLO post-earnings surge, while ARMK benefits from diversification into AI infrastructure.
- Both stocks show relative strength in industrials, but ARLO's SaaS model provides higher recurring revenue potential versus ARMK's services scale.
Introduction
This stock comparison examines ARLO and ARMK, two companies in the broader industrials sector navigating distinct market dynamics. Arlo Technologies focuses on smart home security with AI-driven subscriptions, appealing to growth-oriented traders eyeing tech-adjacent plays. Aramark provides food and facilities services, attracting value investors seeking stability and dividends amid economic recovery. Investors comparing relative performance may find insights into momentum versus resilience, especially as recent market activity highlights shifts in consumer tech demand and service sector expansions like AI data centers. This analysis draws from Yahoo Finance, Reuters, and company filings for objective benchmarking.
ARLO Overview and Recent Performance
Arlo Technologies, Inc. (ARLO) is a provider of smart home security cameras and cloud-based subscription services, operating in the building products and equipment industry within industrials. The company offers AI-powered detection, video doorbells, and professional monitoring through Arlo Secure plans, selling via retailers and its website.
In recent market activity, ARLO shares have shown volatility but upward momentum, trading around $15 after a post-earnings jump. Q1 2026 results featured record subscriptions revenue of $90 million (up 31% year-over-year), total revenue of $150 million (up 26%), and profitability with $15 million net income. Key drivers include surpassing 6 million paid accounts, annual recurring revenue (ARR) at $357 million, and acquisitions like Aloe Care Health for aging-in-place expansion. Analyst upgrades, with targets to $24, reflect optimism on SaaS growth (ARR up 34% recently) and partnerships like Samsung SmartThings, boosting sentiment despite competition from Ring and Nest.
ARMK Overview and Recent Performance
Aramark (ARMK) delivers food, facilities, and uniform services to education, healthcare, sports, and business clients globally, classified in specialty business services under industrials. With over 278,000 employees, it emphasizes operational scale and client retention across segments like FSS United States and International.
Recent weeks have seen ARMK shares hover near $45, up 23% year-to-date and outperforming the S&P 500. Developments include the launch of Aramark Nexus for hyperscale AI data centers, securing multi-year deals with a top global hyperscaler, tapping infrastructure growth. A quarterly dividend of $0.12 per share (yield ~1.06%) supports investor appeal. Steady revenue from core sectors like education and healthcare, plus AI expansion, have sustained positive sentiment, though sensitive to economic cycles and labor costs.
Trending AI Robots
Tickeron’s Trending AI Robots page features the platform's top-performing AI trading bots, curated from hundreds available that trade thousands of tickers across diverse strategies. Tickeron offers over 351 AI bots total, with 25 best-in-class trending ones selected by AI for current market conditions, focusing on high-volatility growth sectors like semiconductors, space infrastructure, and AI data centers. These bots showcase impressive stats: annualized returns up to 285%, win rates from 51% to 88%, and profit factors to 7.12, using styles like trend-following, multi-agent signals, and TP/SL corridors (e.g., 3% take-profit, 2% stop-loss) on timeframes from 5 minutes to daily. Examples include Space Infrastructure bots at +285% annualized (72% win rate) and leveraged ETF agents exceeding benchmarks. Virtual and brokerage agents incorporate risk management for copy trading. Explore these bots to align with your strategy in today's dynamic markets.
Head-to-Head Comparison
ARLO and ARMK contrast sharply in business models: Arlo's high-margin SaaS subscriptions (48% gross margin recently) versus Aramark's asset-light services reliant on volume and contracts. Growth drivers differ—Arlo leverages AI analytics and paid accounts expansion (targeting 10 million), while Aramark pursues diversification into AI data centers amid core recovery.
Recent momentum tilts to ARLO with 43% one-year returns and post-Q1 surge, outpacing ARMK's 19% amid steady gains. Risk factors include Arlo's competition and inventory normalization versus Aramark's cyclicality and debt exposure. Sector exposure highlights Arlo's consumer tech edge in smart home security against Aramark's broad industrials footprint. Market sentiment favors Arlo's 40% upside potential over Aramark's modest premium, trading off volatility for stability.
Tickeron AI Verdict
Tickeron’s AI would currently favor ARLO based on superior trend consistency from subscription acceleration, recent profitability inflection, and catalysts like Aloe acquisition and partnerships. Relative positioning shows stronger momentum and analyst conviction versus ARMK's reliable but lower-growth profile, though probabilities tilt toward Arlo in growth-oriented conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARLO is a Hold and ARMK is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ARLO’s FA Score shows that 0 FA rating(s) are green whileARMK’s FA Score has 3 green FA rating(s).
- ARLO’s FA Score: 0 green, 5 red.
- ARMK’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ARLO’s TA Score shows that 4 TA indicator(s) are bullish while ARMK’s TA Score has 3 bullish TA indicator(s).
- ARLO’s TA Score: 4 bullish, 6 bearish.
- ARMK’s TA Score: 3 bullish, 5 bearish.
Price Growth
ARLO (@Building Products) experienced а +0.94% price change this week, while ARMK (@Office Equipment/Supplies) price change was +1.61% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was +0.02%. For the same industry, the average monthly price growth was +1.71%, and the average quarterly price growth was +16.85%.
The average weekly price growth across all stocks in the @Office Equipment/Supplies industry was +3.51%. For the same industry, the average monthly price growth was +0.47%, and the average quarterly price growth was +0.30%.
Reported Earning Dates
ARLO is expected to report earnings on Aug 06, 2026.
ARMK is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Building Products (+0.02% weekly)The industry manufactures products used in the construction of residential and commercial buildings. The process involves using materials and other products, and processing them to create finished items such as doors, windows, light fittings, floor coverings, climate control products and other building components and home improvement products. Masco Corporation, Allegion PLC and Lennox International Inc. are major manufacturers of such products.
@Office Equipment/Supplies (+3.51% weekly)The industry produces equipment regularly used in offices by businesses and other organizations, and could range from items like Blank sheet paper, calendars, Label and adhesive paper, paper clips, janitorial supplies, to larger /higher cost products like computers, printers, photocopiers, office furniture and so on. Many businesses in the office supply industry have been expanding into related markets like business cards, plus printing and binding of high quality, high volume business and engineering documents. Some companies in this industry also offer shipping services, including packaging and bulk mailing. Herman Miller, Inc., Steelcase Inc. and HNI Corporation.
| ARLO | ARMK | ARLO / ARMK | |
| Capitalization | 1.4B | 14.3B | 10% |
| EBITDA | 19.9M | 1.35B | 1% |
| Gain YTD | -7.648 | 48.029 | -16% |
| P/E Ratio | 46.14 | 40.50 | 114% |
| Revenue | 561M | 19.4B | 3% |
| Total Cash | 167M | 476M | 35% |
| Total Debt | 6.23M | 6.42B | 0% |
ARLO | ARMK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 89 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 29 Undervalued | |
PROFIT vs RISK RATING 1..100 | 57 | 17 | |
SMR RATING 1..100 | 41 | 67 | |
PRICE GROWTH RATING 1..100 | 60 | 40 | |
P/E GROWTH RATING 1..100 | 100 | 28 | |
SEASONALITY SCORE 1..100 | n/a | 35 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ARMK's Valuation (29) in the Restaurants industry is somewhat better than the same rating for ARLO (75) in the Electronics Or Appliances industry. This means that ARMK’s stock grew somewhat faster than ARLO’s over the last 12 months.
ARMK's Profit vs Risk Rating (17) in the Restaurants industry is somewhat better than the same rating for ARLO (57) in the Electronics Or Appliances industry. This means that ARMK’s stock grew somewhat faster than ARLO’s over the last 12 months.
ARLO's SMR Rating (41) in the Electronics Or Appliances industry is in the same range as ARMK (67) in the Restaurants industry. This means that ARLO’s stock grew similarly to ARMK’s over the last 12 months.
ARMK's Price Growth Rating (40) in the Restaurants industry is in the same range as ARLO (60) in the Electronics Or Appliances industry. This means that ARMK’s stock grew similarly to ARLO’s over the last 12 months.
ARMK's P/E Growth Rating (28) in the Restaurants industry is significantly better than the same rating for ARLO (100) in the Electronics Or Appliances industry. This means that ARMK’s stock grew significantly faster than ARLO’s over the last 12 months.
| ARLO | ARMK | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | 3 days ago 50% |
| Stochastic ODDS (%) | 3 days ago 77% | 3 days ago 44% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 65% |
| MACD ODDS (%) | 3 days ago 78% | 3 days ago 44% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 65% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 68% |
| Advances ODDS (%) | 3 days ago 79% | 14 days ago 63% |
| Declines ODDS (%) | 7 days ago 76% | 11 days ago 56% |
| BollingerBands ODDS (%) | 3 days ago 78% | 3 days ago 49% |
| Aroon ODDS (%) | 3 days ago 76% | 3 days ago 70% |
Advertisement
ARLO and
Correlation & Price change
A.I.dvisor indicates that over the last year, ARLO has been loosely correlated with KODK. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if ARLO jumps, then KODK could also see price increases.
| Ticker / NAME | Correlation To ARLO | 1D Price Change % | ||
|---|---|---|---|---|
| ARLO | 100% | +1.65% | ||
| KODK - ARLO | 51% Loosely correlated | -0.31% | ||
| ARMK - ARLO | 50% Loosely correlated | -0.48% | ||
| TRU - ARLO | 50% Loosely correlated | +0.65% | ||
| EFX - ARLO | 49% Loosely correlated | +2.59% | ||
| CTAS - ARLO | 48% Loosely correlated | -3.08% | ||
More | ||||
ARMK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ARMK has been loosely correlated with MSA. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if ARMK jumps, then MSA could also see price increases.
| Ticker / NAME | Correlation To ARMK | 1D Price Change % | ||
|---|---|---|---|---|
| ARMK | 100% | -0.48% | ||
| MSA - ARMK | 51% Loosely correlated | +0.25% | ||
| ARLO - ARMK | 50% Loosely correlated | +1.65% | ||
| EXPO - ARMK | 49% Loosely correlated | +0.81% | ||
| GHC - ARMK | 45% Loosely correlated | +1.55% | ||
| EFX - ARMK | 45% Loosely correlated | +2.59% | ||
More | ||||