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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Douglas Elliman Inc. (DOUG). Click either name above to swap in a different company.
Douglas Elliman Inc. is the larger business by last-quarter revenue ($245.4M vs $141.3M, roughly 1.7× Arlo Technologies, Inc.). Douglas Elliman Inc. runs the higher net margin — 27.9% vs 4.1%, a 23.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 0.9%). Over the past eight quarters, Douglas Elliman Inc.'s revenue compounded faster (10.7% CAGR vs 6.7%).
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.
Douglas Elliman Inc. is a leading U.S.-based residential real estate brokerage firm. It offers luxury property sales, rentals, property management, and advisory solutions, serving high-net-worth clients across key metro markets including New York, California, Florida, and Texas.
ARLO vs DOUG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $245.4M |
| Net Profit | $5.8M | $68.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 27.3% |
| Net Margin | 4.1% | 27.9% |
| Revenue YoY | 16.2% | 0.9% |
| Net Profit YoY | 218.6% | 1243.4% |
| EPS (diluted) | $0.06 | $0.80 |
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 | $245.4M | ||
| Q3 25 | $139.5M | $262.8M | ||
| Q2 25 | $129.4M | $271.4M | ||
| Q1 25 | $119.1M | $253.4M | ||
| Q4 24 | $121.6M | $243.3M | ||
| Q3 24 | $137.7M | $266.3M | ||
| Q2 24 | $127.4M | $285.8M | ||
| Q1 24 | $124.2M | $200.2M |
| Q4 25 | $5.8M | $68.6M | ||
| Q3 25 | $6.9M | $-24.7M | ||
| Q2 25 | $3.1M | $-22.7M | ||
| Q1 25 | $-835.0K | $-6.0M | ||
| Q4 24 | $-4.9M | $-6.0M | ||
| Q3 24 | $-4.4M | $-27.2M | ||
| Q2 24 | $-11.6M | $-1.7M | ||
| Q1 24 | $-9.6M | $-41.5M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 38.1% | — |
| Q4 25 | 3.3% | 27.3% | ||
| Q3 25 | 0.6% | -4.1% | ||
| Q2 25 | 1.5% | -2.0% | ||
| Q1 25 | -1.2% | -2.1% | ||
| Q4 24 | -5.0% | -6.7% | ||
| Q3 24 | -4.0% | -2.8% | ||
| Q2 24 | -10.0% | -1.3% | ||
| Q1 24 | -8.5% | -20.7% |
| Q4 25 | 4.1% | 27.9% | ||
| Q3 25 | 4.9% | -9.4% | ||
| Q2 25 | 2.4% | -8.4% | ||
| Q1 25 | -0.7% | -2.4% | ||
| Q4 24 | -4.0% | -2.5% | ||
| Q3 24 | -3.2% | -10.2% | ||
| Q2 24 | -9.1% | -0.6% | ||
| Q1 24 | -7.8% | -20.7% |
| Q4 25 | $0.06 | $0.80 | ||
| Q3 25 | $0.06 | $-0.29 | ||
| Q2 25 | $0.03 | $-0.27 | ||
| Q1 25 | $-0.01 | $-0.07 | ||
| Q4 24 | $-0.05 | $-0.06 | ||
| Q3 24 | $-0.04 | $-0.33 | ||
| Q2 24 | $-0.12 | $-0.02 | ||
| Q1 24 | $-0.10 | $-0.50 |
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 | $115.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $183.9M |
| Total Assets | $310.5M | $444.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $115.5M | ||
| Q3 25 | $86.0M | $143.0M | ||
| Q2 25 | $71.2M | $136.3M | ||
| Q1 25 | $84.0M | $136.8M | ||
| Q4 24 | $82.0M | $145.5M | ||
| Q3 24 | $77.0M | $151.4M | ||
| Q2 24 | $62.9M | $92.9M | ||
| Q1 24 | $62.1M | $91.5M |
| Q4 25 | $127.8M | $183.9M | ||
| Q3 25 | $129.2M | $115.1M | ||
| Q2 25 | $118.3M | $137.6M | ||
| Q1 25 | $103.4M | $158.2M | ||
| Q4 24 | $100.9M | $162.2M | ||
| Q3 24 | $96.9M | $173.6M | ||
| Q2 24 | $99.3M | $196.9M | ||
| Q1 24 | $99.9M | $195.1M |
| Q4 25 | $310.5M | $444.4M | ||
| Q3 25 | $350.9M | $480.6M | ||
| Q2 25 | $319.7M | $489.0M | ||
| Q1 25 | $296.6M | $493.9M | ||
| Q4 24 | $298.4M | $493.9M | ||
| Q3 24 | $312.4M | $502.7M | ||
| Q2 24 | $295.8M | $463.9M | ||
| Q1 24 | $289.8M | $461.1M |
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 | $-14.4M |
| Free Cash FlowOCF − Capex | — | $-14.7M |
| FCF MarginFCF / Revenue | — | -6.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | -0.21× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-17.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-14.4M | ||
| Q3 25 | $19.2M | $5.5M | ||
| Q2 25 | $8.8M | $642.0K | ||
| Q1 25 | $30.9M | $-5.6M | ||
| Q4 24 | $6.7M | $-9.0M | ||
| Q3 24 | $18.4M | $9.0M | ||
| Q2 24 | $6.5M | $1.3M | ||
| Q1 24 | $19.8M | $-27.3M |
| Q4 25 | — | $-14.7M | ||
| Q3 25 | — | $4.7M | ||
| Q2 25 | — | $-575.0K | ||
| Q1 25 | $28.1M | $-6.7M | ||
| Q4 24 | $5.6M | $-10.2M | ||
| Q3 24 | $17.4M | $7.7M | ||
| Q2 24 | $6.2M | $432.0K | ||
| Q1 24 | $19.4M | $-29.4M |
| Q4 25 | — | -6.0% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -0.2% | ||
| Q1 25 | 23.6% | -2.6% | ||
| Q4 24 | 4.6% | -4.2% | ||
| Q3 24 | 12.6% | 2.9% | ||
| Q2 24 | 4.8% | 0.2% | ||
| Q1 24 | 15.7% | -14.7% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 2.4% | 0.4% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.7% | 0.5% | ||
| Q2 24 | 0.2% | 0.3% | ||
| Q1 24 | 0.3% | 1.0% |
| Q4 25 | 3.43× | -0.21× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
