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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and SAUL CENTERS, INC. (BFS). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $75.1M, roughly 1.9× SAUL CENTERS, INC.). SAUL CENTERS, INC. runs the higher net margin — 8.7% vs 4.1%, a 4.6% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 10.6%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 6.2%).
Arlo Technologies is an American company that makes wireless surveillance cameras. Prior to an initial public offering (IPO) on the New York Stock Exchange in August 2018, Arlo was a brand of such products by Netgear, which retained majority control after the IPO.
Saul Centers, Inc. is a self-administered real estate investment trust (REIT) headquartered in the United States. It primarily owns, operates, and develops high-quality shopping centers, mixed-use properties, and multifamily residential assets, with its core portfolio concentrated in the Washington D.C. metropolitan area and other select high-growth U.S. regional markets.
ARLO vs BFS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $75.1M |
| Net Profit | $5.8M | $6.5M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 65.4% |
| Net Margin | 4.1% | 8.7% |
| Revenue YoY | 16.2% | 10.6% |
| Net Profit YoY | 218.6% | -19.6% |
| EPS (diluted) | $0.06 | $0.15 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $141.3M | $75.1M | ||
| Q3 25 | $139.5M | $72.0M | ||
| Q2 25 | $129.4M | $70.8M | ||
| Q1 25 | $119.1M | $71.9M | ||
| Q4 24 | $121.6M | $67.9M | ||
| Q3 24 | $137.7M | $67.3M | ||
| Q2 24 | $127.4M | $66.9M | ||
| Q1 24 | $124.2M | $66.7M |
| Q4 25 | $5.8M | $6.5M | ||
| Q3 25 | $6.9M | $10.5M | ||
| Q2 25 | $3.1M | $10.7M | ||
| Q1 25 | $-835.0K | $9.8M | ||
| Q4 24 | $-4.9M | $8.1M | ||
| Q3 24 | $-4.4M | $14.5M | ||
| Q2 24 | $-11.6M | $14.4M | ||
| Q1 24 | $-9.6M | $13.6M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | 73.6% | ||
| Q2 24 | 36.8% | 74.2% | ||
| Q1 24 | 38.1% | 72.8% |
| Q4 25 | 3.3% | 65.4% | ||
| Q3 25 | 0.6% | 69.1% | ||
| Q2 25 | 1.5% | 68.7% | ||
| Q1 25 | -1.2% | 66.5% | ||
| Q4 24 | -5.0% | 82.9% | ||
| Q3 24 | -4.0% | 72.8% | ||
| Q2 24 | -10.0% | 75.0% | ||
| Q1 24 | -8.5% | 72.4% |
| Q4 25 | 4.1% | 8.7% | ||
| Q3 25 | 4.9% | 14.6% | ||
| Q2 25 | 2.4% | 15.1% | ||
| Q1 25 | -0.7% | 13.6% | ||
| Q4 24 | -4.0% | 11.9% | ||
| Q3 24 | -3.2% | 21.5% | ||
| Q2 24 | -9.1% | 21.6% | ||
| Q1 24 | -7.8% | 20.4% |
| Q4 25 | $0.06 | $0.15 | ||
| Q3 25 | $0.06 | $0.32 | ||
| Q2 25 | $0.03 | $0.33 | ||
| Q1 25 | $-0.01 | $0.29 | ||
| Q4 24 | $-0.05 | $0.22 | ||
| Q3 24 | $-0.04 | $0.48 | ||
| Q2 24 | $-0.12 | $0.48 | ||
| Q1 24 | $-0.10 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.4M | $8.7M |
| Total DebtLower is stronger | — | $468.4M |
| Stockholders' EquityBook value | $127.8M | $307.8M |
| Total Assets | $310.5M | $2.2B |
| Debt / EquityLower = less leverage | — | 1.52× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $8.7M | ||
| Q3 25 | $86.0M | $11.8M | ||
| Q2 25 | $71.2M | $5.3M | ||
| Q1 25 | $84.0M | $6.5M | ||
| Q4 24 | $82.0M | $10.3M | ||
| Q3 24 | $77.0M | $7.2M | ||
| Q2 24 | $62.9M | $6.9M | ||
| Q1 24 | $62.1M | $7.1M |
| Q4 25 | — | $468.4M | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $455.8M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $127.8M | $307.8M | ||
| Q3 25 | $129.2M | $316.6M | ||
| Q2 25 | $118.3M | $322.4M | ||
| Q1 25 | $103.4M | $328.4M | ||
| Q4 24 | $100.9M | $335.8M | ||
| Q3 24 | $96.9M | $341.8M | ||
| Q2 24 | $99.3M | $345.7M | ||
| Q1 24 | $99.9M | $347.1M |
| Q4 25 | $310.5M | $2.2B | ||
| Q3 25 | $350.9M | $2.2B | ||
| Q2 25 | $319.7M | $2.1B | ||
| Q1 25 | $296.6M | $2.1B | ||
| Q4 24 | $298.4M | $2.1B | ||
| Q3 24 | $312.4M | $2.1B | ||
| Q2 24 | $295.8M | $2.1B | ||
| Q1 24 | $289.8M | $2.0B |
| Q4 25 | — | 1.52× | ||
| Q3 25 | — | 5.02× | ||
| Q2 25 | — | 4.85× | ||
| Q1 25 | — | 4.70× | ||
| Q4 24 | — | 1.36× | ||
| Q3 24 | — | 4.37× | ||
| Q2 24 | — | 4.17× | ||
| Q1 24 | — | 4.06× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $19.8M | $99.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | 15.35× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $99.8M | ||
| Q3 25 | $19.2M | $20.6M | ||
| Q2 25 | $8.8M | $26.6M | ||
| Q1 25 | $30.9M | $30.4M | ||
| Q4 24 | $6.7M | $121.2M | ||
| Q3 24 | $18.4M | $26.5M | ||
| Q2 24 | $6.5M | $32.1M | ||
| Q1 24 | $19.8M | $33.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | $-28.3M | ||
| Q2 24 | $6.2M | $-12.5M | ||
| Q1 24 | $19.4M | $-11.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | -42.1% | ||
| Q2 24 | 4.8% | -18.7% | ||
| Q1 24 | 15.7% | -17.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | 81.5% | ||
| Q2 24 | 0.2% | 66.7% | ||
| Q1 24 | 0.3% | 68.3% |
| Q4 25 | 3.43× | 15.35× | ||
| Q3 25 | 2.79× | 1.97× | ||
| Q2 25 | 2.83× | 2.48× | ||
| Q1 25 | — | 3.10× | ||
| Q4 24 | — | 14.98× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.22× | ||
| Q1 24 | — | 2.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
BFS
Segment breakdown not available.
