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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and GCM Grosvenor Inc. (GCMG). Click either name above to swap in a different company.
GCM Grosvenor Inc. is the larger business by last-quarter revenue ($177.1M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). GCM Grosvenor Inc. runs the higher net margin — 32.8% vs 4.1%, a 28.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 7.2%). Over the past eight quarters, GCM Grosvenor Inc.'s revenue compounded faster (27.5% 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.
GCM Grosvenor is an American alternative asset management firm, with approximately $76 billion in assets under management and approximately 530 professionals as of 2023.
ARLO vs GCMG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $177.1M |
| Net Profit | $5.8M | $58.2M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 30.9% |
| Net Margin | 4.1% | 32.8% |
| Revenue YoY | 16.2% | 7.2% |
| Net Profit YoY | 218.6% | 149.2% |
| EPS (diluted) | $0.06 | $0.23 |
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 | $177.1M | ||
| Q3 25 | $139.5M | $135.0M | ||
| Q2 25 | $129.4M | $119.7M | ||
| Q1 25 | $119.1M | $125.8M | ||
| Q4 24 | $121.6M | $165.3M | ||
| Q3 24 | $137.7M | $122.9M | ||
| Q2 24 | $127.4M | $117.0M | ||
| Q1 24 | $124.2M | $108.9M |
| Q4 25 | $5.8M | $58.2M | ||
| Q3 25 | $6.9M | $10.5M | ||
| Q2 25 | $3.1M | $15.4M | ||
| Q1 25 | $-835.0K | $463.0K | ||
| Q4 24 | $-4.9M | $7.6M | ||
| Q3 24 | $-4.4M | $4.2M | ||
| Q2 24 | $-11.6M | $4.8M | ||
| Q1 24 | $-9.6M | $2.1M |
| 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% | 30.9% | ||
| Q3 25 | 0.6% | 32.7% | ||
| Q2 25 | 1.5% | 16.1% | ||
| Q1 25 | -1.2% | 12.2% | ||
| Q4 24 | -5.0% | 26.4% | ||
| Q3 24 | -4.0% | 20.3% | ||
| Q2 24 | -10.0% | 17.8% | ||
| Q1 24 | -8.5% | -14.7% |
| Q4 25 | 4.1% | 32.8% | ||
| Q3 25 | 4.9% | 7.8% | ||
| Q2 25 | 2.4% | 12.9% | ||
| Q1 25 | -0.7% | 0.4% | ||
| Q4 24 | -4.0% | 4.6% | ||
| Q3 24 | -3.2% | 3.4% | ||
| Q2 24 | -9.1% | 4.1% | ||
| Q1 24 | -7.8% | 2.0% |
| Q4 25 | $0.06 | $0.23 | ||
| Q3 25 | $0.06 | $0.16 | ||
| Q2 25 | $0.03 | $0.05 | ||
| Q1 25 | $-0.01 | $-0.02 | ||
| Q4 24 | $-0.05 | $0.09 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $-0.12 | $0.04 | ||
| Q1 24 | $-0.10 | $-0.13 |
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 | $242.1M |
| Total DebtLower is stronger | — | $428.4M |
| Stockholders' EquityBook value | $127.8M | $27.0M |
| Total Assets | $310.5M | $813.8M |
| Debt / EquityLower = less leverage | — | 15.87× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $242.1M | ||
| Q3 25 | $86.0M | $182.7M | ||
| Q2 25 | $71.2M | $136.3M | ||
| Q1 25 | $84.0M | $94.5M | ||
| Q4 24 | $82.0M | $89.5M | ||
| Q3 24 | $77.0M | $98.4M | ||
| Q2 24 | $62.9M | $73.9M | ||
| Q1 24 | $62.1M | $41.9M |
| Q4 25 | — | $428.4M | ||
| Q3 25 | — | $429.3M | ||
| Q2 25 | — | $430.2M | ||
| Q1 25 | — | $431.1M | ||
| Q4 24 | — | $432.0M | ||
| Q3 24 | — | $432.9M | ||
| Q2 24 | — | $433.8M | ||
| Q1 24 | — | $384.0M |
| Q4 25 | $127.8M | $27.0M | ||
| Q3 25 | $129.2M | $-7.4M | ||
| Q2 25 | $118.3M | $-12.3M | ||
| Q1 25 | $103.4M | $-28.3M | ||
| Q4 24 | $100.9M | $-27.6M | ||
| Q3 24 | $96.9M | $-31.9M | ||
| Q2 24 | $99.3M | $-28.5M | ||
| Q1 24 | $99.9M | $-26.4M |
| Q4 25 | $310.5M | $813.8M | ||
| Q3 25 | $350.9M | $685.9M | ||
| Q2 25 | $319.7M | $636.9M | ||
| Q1 25 | $296.6M | $579.8M | ||
| Q4 24 | $298.4M | $612.7M | ||
| Q3 24 | $312.4M | $575.0M | ||
| Q2 24 | $295.8M | $543.9M | ||
| Q1 24 | $289.8M | $497.3M |
| Q4 25 | — | 15.87× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $183.5M |
| Free Cash FlowOCF − Capex | — | $175.0M |
| FCF MarginFCF / Revenue | — | 98.8% |
| Capex IntensityCapex / Revenue | — | 4.8% |
| Cash ConversionOCF / Net Profit | 3.43× | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $326.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $183.5M | ||
| Q3 25 | $19.2M | $79.8M | ||
| Q2 25 | $8.8M | $42.0M | ||
| Q1 25 | $30.9M | $33.3M | ||
| Q4 24 | $6.7M | $148.8M | ||
| Q3 24 | $18.4M | $69.0M | ||
| Q2 24 | $6.5M | $17.5M | ||
| Q1 24 | $19.8M | $24.2M |
| Q4 25 | — | $175.0M | ||
| Q3 25 | — | $78.3M | ||
| Q2 25 | — | $40.8M | ||
| Q1 25 | $28.1M | $32.1M | ||
| Q4 24 | $5.6M | $132.0M | ||
| Q3 24 | $17.4M | $62.2M | ||
| Q2 24 | $6.2M | $12.8M | ||
| Q1 24 | $19.4M | $20.0M |
| Q4 25 | — | 98.8% | ||
| Q3 25 | — | 58.0% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | 23.6% | 25.5% | ||
| Q4 24 | 4.6% | 79.9% | ||
| Q3 24 | 12.6% | 50.6% | ||
| Q2 24 | 4.8% | 10.9% | ||
| Q1 24 | 15.7% | 18.4% |
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | 0.9% | 10.1% | ||
| Q3 24 | 0.7% | 5.5% | ||
| Q2 24 | 0.2% | 4.0% | ||
| Q1 24 | 0.3% | 3.9% |
| Q4 25 | 3.43× | 3.16× | ||
| Q3 25 | 2.79× | 7.61× | ||
| Q2 25 | 2.83× | 2.72× | ||
| Q1 25 | — | 71.84× | ||
| Q4 24 | — | 19.54× | ||
| Q3 24 | — | 16.60× | ||
| Q2 24 | — | 3.64× | ||
| Q1 24 | — | 11.40× |
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% |
GCMG
| Asset Management1 | $108.6M | 61% |
| Management Service Incentive Performance Fees | $61.7M | 35% |
| Management Service Incentive Carried Interest | $5.1M | 3% |
| Service Other | $1.8M | 1% |
