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ARLO vs KODK
Which Stock Would AI Choose? Arlo Technologies (ARLO) vs. Eastman Kodak (KODK) Stock Comparison
Key Takeaways
- Arlo Technologies (ARLO) is pivoting to a subscription-first smart home security model, with recurring services revenue now driving the majority of its top line.
- Eastman Kodak (KODK) is a turnaround story in commercial print and advanced materials, posting accelerating revenue and operational EBITDA (earnings before interest, taxes, depreciation, and amortization) growth despite lingering GAAP losses.
- ARLO is profitable and growing quickly but trades at a premium valuation; KODK is cheaper on a price-to-sales basis but remains unprofitable on a net-income basis.
- The two companies operate in unrelated sectors, making this comparison primarily about growth quality, momentum, and risk rather than direct competition.
- Relative performance has diverged recently, with ARLO pulling back from highs while KODK has seen elevated volatility around its recovery narrative.
Introduction
This stock comparison places a fast-growing smart home security platform alongside a century-old imaging and materials company working through a multi-year turnaround. ARLO and KODK attract different types of investors: one is a services-driven growth name, while the other is a speculative value and restructuring story. Understanding their contrasting business models, growth drivers, and risk profiles can help both growth-oriented traders and value-conscious investors assess where each fits within a diversified portfolio and how their market positioning has evolved in recent weeks.
ARLO Overview and Recent Performance
ARLO, or Arlo Technologies, Inc., develops smart home security cameras, video doorbells, and a growing suite of subscription monitoring services. The company has shifted toward a services-first strategy, with paid subscriptions and recurring revenue now representing roughly 60% of total sales. In its most recent quarters, Arlo reported record revenue, expanding subscriber counts, and rising average revenue per user (ARPU), a key metric measuring how much revenue each customer generates.
Recent market activity has been mixed. Despite solid fundamentals and generally bullish analyst sentiment, ARLO shares have pulled back from their 52-week highs, and the stock has lagged its earnings growth over the past year. Analysts have cited a premium valuation relative to peers as a key consideration, even as they highlight durable growth drivers such as strategic partnerships, international expansion, and new AI-powered service tiers. The divergence between improving results and a softer share price suggests the market is reassessing how much growth is already priced in.
KODK Overview and Recent Performance
KODK, or Eastman Kodak Company, operates in commercial printing, advanced materials and chemicals, and brand licensing. After years of financial strain and a period when management flagged "going concern" uncertainty, Kodak has stabilized its balance sheet through a pension plan reversion and debt reduction, reaching a net-debt-positive position.
Operationally, Kodak has posted several consecutive quarters of year-over-year growth in revenue, gross profit, and operational EBITDA, supported by stronger pricing in print and rising demand in its advanced materials and chemicals segment. However, the company continues to report net losses on a GAAP (Generally Accepted Accounting Principles) basis, driven by non-cash derivative adjustments, lower pension income, and commodity-cost pressures. Kodak's shares have experienced pronounced volatility, reflecting both optimism about the turnaround and caution about its unprofitability and concentrated sector exposure.
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Head-to-Head Comparison
The two companies differ sharply across nearly every fundamental dimension. ARLO is a software-centric growth business with high-margin recurring revenue, a clean path to profitability, and a capital-light model, but it trades at a forward earnings multiple well above the broader electronics industry. KODK is an asset-heavy industrial turnaround with meaningful margin improvement and deleveraging, yet it remains GAAP-unprofitable and more exposed to raw-material costs such as aluminum and silver.
Growth drivers also diverge. Arlo's momentum depends on subscriber conversion, ARPU expansion, and new AI-powered services, while Kodak's hinges on pricing power in print, film and chemicals demand, and newer end markets such as pharmaceutical manufacturing and battery materials. From a risk standpoint, Arlo faces competitive pressure in consumer hardware and subscription churn, whereas Kodak contends with commodity inflation, pension-related accounting volatility, and lower liquidity in a consolidating print industry. Sector exposure is unrelated—consumer technology versus industrial materials—making the pair a study in contrasting risk-reward profiles rather than comparable peers.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, Tickeron's AI would likely favor ARLO at present. Arlo's recurring revenue base, expanding margins, and consistent earnings beats suggest a more stable and persistent trend than Kodak's, which is complicated by GAAP losses, non-cash charges, and higher volatility. That said, the verdict is probabilistic rather than definitive: KODK's improving operational metrics and cheaper valuation could support stronger momentum in specific conditions, particularly if its turnaround continues to compound. As always, AI-driven signals reflect current data patterns and should be interpreted within a broader analytical framework.
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 disclaimer.
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 StrongBuy and KODK is a StrongBuy.
ARLO sees its 50-day moving average cross bearishly below its 200-day moving average
The 50-day moving average for ARLO moved below the 200-day moving average on October 12, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 25, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ARLO as a result. In 71 of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 83%.
ARLO moved below its 50-day moving average on September 15, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ARLO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 76%.
The Aroon Indicator for ARLO entered a downward trend on October 16, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 48 of 61 cases where ARLO's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Moving Average Convergence Divergence (MACD) for ARLO just turned positive on October 19, 2026. Looking at past instances where ARLO's MACD turned positive, the stock continued to rise in 39 of 45 cases over the following month. The odds of a continued upward trend are 87%.
Following a +2.96% 3-day Advance, the price is estimated to grow further. Considering data from situations where ARLO advanced for three days, in 236 of 297 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.
ARLO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 44 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 58 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. ARLO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 83 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.499) is normal, around the industry mean (3.016). P/E Ratio (43.172) is within average values for comparable stocks, (23.948). Projected Growth (PEG Ratio) (0.509) is also within normal values, averaging (1.238). Dividend Yield (0.000) settles around the average of (0.068) among similar stocks. P/S Ratio (2.553) is also within normal values, averaging (1.941).
The Tickeron PE Growth Rating for this company is 96 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
KODK's Stochastic Oscillator is staying in oversold zone for 7 days
The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an uptrend is expected.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where KODK's RSI Indicator exited the oversold zone, 22 of 32 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 69%.
The 50-day moving average for KODK moved above the 200-day moving average on September 25, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +1.58% 3-day Advance, the price is estimated to grow further. Considering data from situations where KODK advanced for three days, in 214 of 270 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.
KODK may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 124 of 160 cases where KODK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 77%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on KODK as a result. In 70 of 91 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 77%.
The Moving Average Convergence Divergence Histogram (MACD) for KODK turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 38 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 81%.
KODK moved below its 50-day moving average on October 09, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for KODK crossed bearishly below the 50-day moving average on October 14, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 53%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where KODK declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 28 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.413) is normal, around the industry mean (5.950). P/E Ratio (-6.562) is within average values for comparable stocks, (31.719). Projected Growth (PEG Ratio) (0.332) is also within normal values, averaging (1.946). Dividend Yield (0.000) settles around the average of (0.026) among similar stocks. P/S Ratio (0.792) is also within normal values, averaging (9.694).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 54 (best 1 - 100 worst), indicating steady price growth. KODK’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 59 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 80 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. KODK’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 84, placing this stock better than average.
The Tickeron SMR rating for this company is 96 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
ARLO | KODK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 28 Undervalued | |
PROFIT vs RISK RATING 1..100 | 58 | 80 | |
SMR RATING 1..100 | 44 | 96 | |
PRICE GROWTH RATING 1..100 | 72 | 54 | |
P/E GROWTH RATING 1..100 | 96 | 59 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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.
KODK's Valuation (28) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for ARLO (83) in the Electronics Or Appliances industry. This means that KODK’s stock grew somewhat faster than ARLO’s over the last 12 months.
ARLO's Profit vs Risk Rating (58) in the Electronics Or Appliances industry is in the same range as KODK (80) in the Electronic Equipment Or Instruments industry. This means that ARLO’s stock grew similarly to KODK’s over the last 12 months.
ARLO's SMR Rating (44) in the Electronics Or Appliances industry is somewhat better than the same rating for KODK (96) in the Electronic Equipment Or Instruments industry. This means that ARLO’s stock grew somewhat faster than KODK’s over the last 12 months.
KODK's Price Growth Rating (54) in the Electronic Equipment Or Instruments industry is in the same range as ARLO (72) in the Electronics Or Appliances industry. This means that KODK’s stock grew similarly to ARLO’s over the last 12 months.
KODK's P/E Growth Rating (59) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for ARLO (96) in the Electronics Or Appliances industry. This means that KODK’s stock grew somewhat faster than ARLO’s over the last 12 months.
| ARLO | KODK | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 79% | 1 day ago 86% |
| Momentum ODDS (%) | 1 day ago 83% | 1 day ago 77% |
| MACD ODDS (%) | 1 day ago 87% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 77% |
| Advances ODDS (%) | 1 day ago 79% | 1 day ago 79% |
| Declines ODDS (%) | 7 days ago 76% | 9 days ago 84% |
| BollingerBands ODDS (%) | 1 day ago 82% | 1 day ago 70% |
| Aroon ODDS (%) | 1 day ago 85% | 1 day ago 77% |
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 overvalued. 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 while KODK’s FA Score has 1 green FA rating(s).
- ARLO’s FA Score: 0 green, 5 red.
- KODK’s FA Score: 1 green, 4 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 KODK’s TA Score has 6 bullish TA indicator(s).
- ARLO’s TA Score: 4 bullish, 5 bearish.
- KODK’s TA Score: 6 bullish, 5 bearish.
Price Growth
ARLO (@Building Products) experienced а +3.73% price change this week, while KODK (@Office Equipment/Supplies) price change was -2.28% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was -1.57%. For the same industry, the average monthly price growth was -2.28%, and the average quarterly price growth was -9.70%.
The average weekly price growth across all stocks in the @Office Equipment/Supplies industry was -3.44%. For the same industry, the average monthly price growth was -6.39%, and the average quarterly price growth was -4.35%.
Reported Earning Dates
ARLO is expected to report earnings on Nov 05, 2026.
KODK is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Building Products (-1.57% 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 (-3.44% 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.
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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% | +2.20% | ||
| KODK - ARLO | 51% Loosely correlated | +0.67% | ||
| ARMK - ARLO | 50% Loosely correlated | +0.72% | ||
| TRU - ARLO | 50% Loosely correlated | +6.99% | ||
| EFX - ARLO | 49% Loosely correlated | +11.33% | ||
| CTAS - ARLO | 48% Loosely correlated | +2.23% | ||
More | ||||
KODK and
Correlation & Price change
A.I.dvisor indicates that over the last year, KODK has been loosely correlated with ARLO. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if KODK jumps, then ARLO could also see price increases.
| Ticker / NAME | Correlation To KODK | 1D Price Change % | ||
|---|---|---|---|---|
| KODK | 100% | +0.67% | ||
| ARLO - KODK | 50% Loosely correlated | +2.20% | ||
| AMBO - KODK | 45% Loosely correlated | -3.77% | ||
| PRSU - KODK | 43% Loosely correlated | +0.35% | ||
| CVSA - KODK | 37% Loosely correlated | -0.73% | ||
| EXPO - KODK | 37% Loosely correlated | +0.42% | ||
More | ||||