COMPARE · Data as of August 21, 2026
ARLO vs EPAC
Verdict: Side-by-side breakdown using the Bull Rankings model. ARLO scored 47.6, EPAC scored 78.8 — EPAC leads.
Compare another set
ARLO
Arlo Technologies Inc
47.6
$13.10 · $1.4B
Score gap
31.2
EPAC leads
EPAC
Enerpac Tool Group Corp.
78.8
$37.25 · $1.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEPAC21.2x
- Fastest growthARLO+10.8%
- Strongest balance sheetARLO0.05
- Highest qualityEPAC86 / 100
- Largest discount to fair valueEPAC-12%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ARLO
stronger →← stronger
EPAC
61
Qualityreturns · margins · balance sheet
86
72
Growthrevenue & earnings expansion
61
24
Valuevaluation vs sector peers
92
EPAC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARLO
EPAC
$76mC-
FCF
$112mC
+10.8%B
Rev
+4.3%C+
0.05A
D/E
0.44B+
50.3xD+
P/E
21.2xB+
—
PEG
0.34A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ARLO
EPAC
57% above
Price vs fair valuelower is cheaper
12% below
~20%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
-42%
1-yr DCF upside
+3%
-36%
5-yr DCF upside
+14%
-28%
10-yr DCF upside
+31%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARLO
Why this score
- Diluting shareholders
EPAC
Why this score
- Buying back stock
- Durable high returns
The companies
ARLOArlo Technologies Inc
Why now
Electrical Equipment · market cap $1.4b. Down 34% from 52-week high of $19.94 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median.
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trailing P/E 50.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.60 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
EPACEnerpac Tool Group Corp.
Why now
Specialty Industrial Machinery · market cap $1.9b. 17% off the 52-week high of $45.00. PEG 0.34 — paying under fair value for the growth rate.
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ARLO and EPAC diverge
On the headline score the gap is 31.2 points in favor of EPAC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueARLO 24.5 · EPAC 92.3EPAC +67.8
- QualityARLO 61.2 · EPAC 86.2EPAC +25.0
- GrowthARLO 71.8 · EPAC 61.4ARLO +10.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.