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ARLO or ARMK or MSA
Which Stock Would AI Choose? Arlo Technologies (ARLO) vs. Aramark (ARMK) vs. MSA Safety (MSA) Stock Comparison
Key Takeaways
- ARLO delivered strong Q1 2026 results with 26% revenue growth to $150M and non-GAAP EPS of $0.28, beating estimates and driving recent momentum.
- ARMK leads YTD performance at +22.7%, supported by entry into hyperscale AI data centers and a quarterly dividend of $0.12.
- MSA reported Q1 revenue up 10% to $464M amid acquisition of Autronica Fire and Security for $555M, enhancing fire and gas detection offerings.
- ARMK boasts the largest market cap at $11.8B, offering scale in facilities services, while ARLO ($1.7B) shows higher growth volatility in smart home security.
- All three exhibit positive YTD returns, with ARLO at +9%, but trade at premium valuations: ARLO P/E ~55x, ARMK 38x, MSA ~23x.
- Analyst targets suggest upside: ARLO $21.50 (+41%), ARMK $47.62 (+6%), MSA $206 (+21%).
Introduction
This stock comparison examines ARLO, ARMK, and MSA amid recent market volatility and sector rotations. Spanning smart home security, food/facilities services, and industrial safety equipment, these stocks offer diverse exposure to growth in technology adoption, AI infrastructure, and workplace protection. Traders seeking momentum plays may eye ARLO's earnings beats, while long-term investors could value ARMK's stability and dividends or MSA's acquisition-driven expansion. Understanding their relative performance, valuations, and catalysts aids informed positioning in the current environment.
ARLO Overview and Recent Performance
Arlo Technologies, Inc. (ARLO) provides cloud-based smart home security platforms, including wireless cameras, video doorbells, and subscription services like Arlo Secure with AI-powered detection. In recent market activity, ARLO shares traded around $15.25, up 9% YTD and 43% over the past year, with a 52-week range of $11.05-$19.94. Q1 2026 results highlighted record revenue of $150.4 million, up 26% year-over-year, and non-GAAP EPS of $0.28, surpassing estimates by 46% and 8% respectively. Average revenue per user (ARPU) rose 16% to $15.60, boosting annual recurring revenue (ARR) 29% to $357 million. Strong services adoption and partnerships like ADT and Samsung have fueled sentiment, though high beta (1.60) reflects volatility tied to consumer tech spending.
ARMK Overview and Recent Performance
Aramark (ARMK) delivers food, facilities, and uniform services to education, healthcare, business, sports, and corrections sectors globally. Shares hovered near $45.08, leading peers with +22.7% YTD gains and +19% over 12 months, within a 52-week range of $35.07-$46.88. Market cap stands at $11.8 billion. Recent developments include a multi-year hyperscale AI data center hospitality platform deal with a top global client, diversifying beyond traditional venues. Q1 FY2026 revenue reached $4.83 billion, with TTM EPS at $1.19. A $0.12 quarterly dividend (1.1% yield, ex-date May 20) supports income appeal. Steady momentum stems from operational scale and AI-related expansions, with beta at 1.16 indicating moderate risk.
MSA Overview and Recent Performance
MSA Safety Incorporated (MSA) develops safety products like gas detection, respirators, and head protection for industrial, firefighting, and energy markets. Trading around $169.94, shares gained 6.4% YTD, with a 52-week range of $151-$209 and $6.6 billion market cap. Q1 2026 revenue grew 10% to $464 million, with TTM EPS of $7.41 and net income $291 million. A pivotal move was the $555 million acquisition of Autronica Fire and Security, bolstering fire/gas detection capabilities. These factors have influenced positive sentiment in recent weeks, though shares lag peers YTD amid broader industrials caution. Valuation appears reasonable at ~23x P/E, with analysts targeting $206.
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Head-to-Head Comparison
ARLO, ARMK, and MSA diverge in business models: ARLO's subscription-driven smart security targets consumer growth (ARR focus), ARMK's scale in B2B services emphasizes recurring contracts and dividends, and MSA's hardware/software safety gear serves regulated industrials via M&A (mergers and acquisitions). Growth drivers contrast: ARLO rides AI subscriptions (26% revenue growth), ARMK taps AI data centers, MSA leverages safety regulations. Recent momentum favors ARMK (+23% YTD), but ARLO shows volatility (beta 1.6). Risks include ARLO's consumer cyclicality, ARMK's debt load (EV $18B), and MSA's integration post-acquisition. Valuations reflect: ARLO premium P/E 55x on growth, ARMK 38x/forward 20x with yield, MSA balanced ~23x. Sentiment tilts growth-oriented for ARLO, defensive for others.
Tickeron AI Verdict
Tickeron’s AI currently favors ARLO for its trend consistency post-Q1 beat, subscription catalysts like rising ARPU/ARR, and relative undervaluation to analyst targets (+41% upside). While ARMK offers stability and MSA acquisition momentum, ARLO's positioning in smart security aligns with probable tech recovery, though higher beta warrants caution.
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.
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), and MSA’s FA Score reflects 0 green FA rating(s).
- ARLO’s FA Score: 0 green, 5 red.
- ARMK’s FA Score: 3 green, 2 red.
- MSA’s FA Score: 0 green, 5 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 5 TA indicator(s) are bullish while ARMK’s TA Score has 3 bullish TA indicator(s), and MSA’s TA Score reflects 4 bullish TA indicator(s).
- ARLO’s TA Score: 5 bullish, 5 bearish.
- ARMK’s TA Score: 3 bullish, 5 bearish.
- MSA’s TA Score: 4 bullish, 7 bearish.
Price Growth
ARLO (@Building Products) experienced а +3.76% price change this week, while ARMK (@Office Equipment/Supplies) price change was +0.36% , and MSA (@Miscellaneous Commercial Services) price fluctuated +1.10% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was +3.06%. For the same industry, the average monthly price growth was +3.59%, and the average quarterly price growth was +26.41%.
The average weekly price growth across all stocks in the @Office Equipment/Supplies industry was +0.63%. For the same industry, the average monthly price growth was -0.45%, and the average quarterly price growth was +1.10%.
The average weekly price growth across all stocks in the @Miscellaneous Commercial Services industry was +5.36%. For the same industry, the average monthly price growth was -1.82%, and the average quarterly price growth was +111.23%.
Reported Earning Dates
ARLO is expected to report earnings on Aug 06, 2026.
ARMK is expected to report earnings on Aug 11, 2026.
MSA is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Building Products (+3.06% 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 (+0.63% 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.
@Miscellaneous Commercial Services (+5.36% weekly)The sector produces general business services, and are not classified elsewhere. For example, FleetCor Technologies provides fuel cards and workforce payment products and services; Copart, Inc. provides online vehicle auction and remarketing services across various nations; Equifax Inc. collects and aggregates credit information on consumers and businesses worldwide, along with selling credit monitoring and fraud-prevention services. Many of the companies in this category have multi-billion market capitalizations.
| ARLO | ARMK | MSA | |
| Capitalization | 1.38B | 14.1B | 6.18B |
| EBITDA | 19.9M | 1.35B | 488M |
| Gain YTD | -9.292 | 45.901 | 0.610 |
| P/E Ratio | 45.32 | 39.92 | 21.62 |
| Revenue | 561M | 19.4B | 1.92B |
| Total Cash | 167M | 476M | 180M |
| Total Debt | 6.23M | 6.42B | 658M |
ARLO | ARMK | MSA | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 80 | 5 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 32 Undervalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 56 | 16 | 89 | |
SMR RATING 1..100 | 41 | 67 | 42 | |
PRICE GROWTH RATING 1..100 | 59 | 41 | 60 | |
P/E GROWTH RATING 1..100 | 100 | 28 | 57 | |
SEASONALITY SCORE 1..100 | n/a | 32 | 17 |
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 (32) in the Restaurants industry is somewhat better than the same rating for ARLO (75) in the Electronics Or Appliances industry, and is somewhat better than the same rating for MSA (91) in the Other Consumer Specialties industry. This means that ARMK's stock grew somewhat faster than ARLO’s and somewhat faster than MSA’s over the last 12 months.
ARMK's Profit vs Risk Rating (16) in the Restaurants industry is somewhat better than the same rating for ARLO (56) in the Electronics Or Appliances industry, and is significantly better than the same rating for MSA (89) in the Other Consumer Specialties industry. This means that ARMK's stock grew somewhat faster than ARLO’s and significantly faster than MSA’s over the last 12 months.
ARLO's SMR Rating (41) in the Electronics Or Appliances industry is in the same range as MSA (42) in the Other Consumer Specialties industry, and is in the same range as ARMK (67) in the Restaurants industry. This means that ARLO's stock grew similarly to MSA’s and similarly to ARMK’s over the last 12 months.
ARMK's Price Growth Rating (41) in the Restaurants industry is in the same range as ARLO (59) in the Electronics Or Appliances industry, and is in the same range as MSA (60) in the Other Consumer Specialties industry. This means that ARMK's stock grew similarly to ARLO’s and similarly to MSA’s over the last 12 months.
ARMK's P/E Growth Rating (28) in the Restaurants industry is in the same range as MSA (57) in the Other Consumer Specialties industry, and is significantly better than the same rating for ARLO (100) in the Electronics Or Appliances industry. This means that ARMK's stock grew similarly to MSA’s and significantly faster than ARLO’s over the last 12 months.
| ARLO | ARMK | MSA | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 42% | 2 days ago 75% |
| Stochastic ODDS (%) | 2 days ago 80% | 2 days ago 47% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 68% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 88% | 2 days ago 42% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 65% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 68% | 2 days ago 60% |
| Advances ODDS (%) | 2 days ago 80% | 17 days ago 63% | 2 days ago 51% |
| Declines ODDS (%) | 10 days ago 76% | 3 days ago 55% | 10 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 82% | 6 days ago 49% | 2 days ago 64% |
| Aroon ODDS (%) | 6 days ago 76% | 2 days ago 70% | 2 days ago 56% |
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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% | -4.23% | ||
| KODK - ARLO | 51% Loosely correlated | +0.85% | ||
| ARMK - ARLO | 50% Loosely correlated | -1.62% | ||
| TRU - ARLO | 50% Loosely correlated | -6.50% | ||
| EFX - ARLO | 49% Loosely correlated | -7.35% | ||
| CTAS - ARLO | 48% Loosely correlated | -4.00% | ||
More | ||||
MSA and
Correlation & Price change
A.I.dvisor indicates that over the last year, MSA has been loosely correlated with GHC. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if MSA jumps, then GHC could also see price increases.