Panasonic (PCRFY) vs. Arlo Technologies (ARLO) Critical Review

Share on StockTwits

Panasonic (NYSE: ARLO) and Arlo Technologies (NYSE:ARLO) are both consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, earnings, risk, analyst recommendations, profitability and valuation.

Profitability

This table compares Panasonic and Arlo Technologies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Panasonic 2.95% 12.64% 3.77%
Arlo Technologies N/A N/A N/A

Dividends

Panasonic pays an annual dividend of $0.30 per share and has a dividend yield of 2.6%. Arlo Technologies does not pay a dividend. Panasonic pays out 33.0% of its earnings in the form of a dividend.

Analyst Ratings

This is a breakdown of current ratings and price targets for Panasonic and Arlo Technologies, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Panasonic 0 0 1 0 3.00
Arlo Technologies 0 2 4 0 2.67

Arlo Technologies has a consensus target price of $29.00, suggesting a potential upside of 58.99%. Given Arlo Technologies’ higher possible upside, analysts plainly believe Arlo Technologies is more favorable than Panasonic.

Valuation and Earnings

This table compares Panasonic and Arlo Technologies’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Panasonic $72.08 billion 0.37 $2.12 billion $0.91 12.70
Arlo Technologies N/A N/A N/A N/A N/A

Panasonic has higher revenue and earnings than Arlo Technologies.

Insider and Institutional Ownership

0.3% of Panasonic shares are held by institutional investors. 1.0% of Panasonic shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Panasonic beats Arlo Technologies on 8 of the 11 factors compared between the two stocks.

Panasonic Company Profile

Panasonic Corporation, together with its subsidiaries, develops, produces, sells, and services electrical and electronic products under the Panasonic brand name worldwide. It operates through Appliances, Eco Solutions, Connected Solutions, Automotive & Industrial Systems, and Other segments. The Appliances segment offers air conditioners, TVs, refrigerators, washing machines, personal care products, microwave ovens, digital cameras, home audio equipment, video equipment, fixed-phones, vacuum cleaners, rice cookers, show cases, compressors, fuel cells, etc. The Eco Solutions segment provides lighting fixtures, lamps, wiring devices, solar photovoltaic systems, water related products, interior and exterior furnishing materials, ventilation and air conditioning equipment, air purifiers, bicycles, nursing care related products, etc. The Connected Solutions segment offers in-flight entertainment systems and connectivity, electronic components mounting machines, welding equipment, PCs and tablets, projectors, broadcast and professional AV systems, surveillance cameras, etc. The Automotive & Industrial Systems segment provides automotive use infotainment systems, electrical components, automotive mirrors, lithium ion and automotive batteries, dry batteries, automation controls, electric motors, electronic components, electronic materials, semiconductors, LCD panels, etc. The Others segment provides detached housing construction, apartment housing leasing services, etc.; undertakes remodeling contract works; sells land, properties, and condominiums; offers real estate brokerage, leasing, and management services; and manufactures and sells system materials for industrial housing. The company offers its products to business and industrial customers, and consumers. The company was formerly known as Matsushita Electric Industrial Co., Ltd. and changed its name to Panasonic Corporation in 2008. Panasonic Corporation was founded in 1918 and is headquartered in Kadoma, Japan.

Arlo Technologies Company Profile

Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular network Internet connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions. It offers Arlo Security Camera, a battery-operated Wi-Fi security camera; Arlo Q and Arlo Q Plus, an indoor wired solution that allow users to monitor their surroundings; Arlo Pro, a battery-operated weather-resistant Wi-Fi camera; Arlo Go, an LTE-enabled wire-free camera that provides untethered mobile monitoring; and Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision. The company also offers Arlo Pro 2, a battery-operated weather-resistant Wi-Fi camera with advancements in sound and motion detection; Arlo Security Light, a wire-free lighting product; and accessories, such as charging accessories, device mounts, and device skins. In addition, it provides Arlo app that allow users to access a live view of their camera feeds; and prepaid services, including even-day cloud video storage with the ability to connect up to five cameras and 90 days of customer support. The company offers its products through retail channels, wholesale distribution and wireless carrier channels, and paid subscription services through in-app purchases. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in San Jose, California. Arlo Technologies, Inc. is a subsidiary of NETGEAR, Inc.

Receive News & Ratings for Panasonic Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Panasonic and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply