COMPARE · Data as of August 21, 2026
ARLO vs LIME
Verdict: Side-by-side breakdown using the Bull Rankings model. ARLO scored 47.6, LIME scored 76.9 — LIME leads.
Compare another set
ARLO
Arlo Technologies Inc
47.6
$13.10 · $1.4B
Score gap
29.3
LIME leads
LIME
Neutron Holdings, Inc.
76.9
$41.06 · $2.6B
At a glance · who leads each dimension, on the model's own rules
- CheapestLIME12.5x
- Fastest growthLIME+29.1%
- Strongest balance sheetARLO0.05
- Highest qualityLIME91 / 100
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
LIME
61
Qualityreturns · margins · balance sheet
91
72
Growthrevenue & earnings expansion
55
24
Valuevaluation vs sector peers
90
LIME is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARLO
LIME
$76mC-
FCF
—
+10.8%B
Rev
+29.1%A-
0.05A
D/E
0.20A-
50.3xD+
P/E
12.5xA
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
LIME
57% above
Price vs fair valuelower is cheaper
—
~20%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-42%
1-yr DCF upside
—
-36%
5-yr DCF upside
—
-28%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARLO
Why this score
- Diluting shareholders
LIME
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.
LIMENeutron Holdings, Inc.
Why now
Rental & Leasing Services · market cap $2.6b. 4% off the 52-week high of $42.84. Revenue growing +29% — in hypergrowth territory. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.43 (implying -4% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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 LIME diverge
On the headline score the gap is 29.3 points in favor of LIME. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueARLO 24.5 · LIME 90.3LIME +65.8
- QualityARLO 61.2 · LIME 90.9LIME +29.7
- GrowthARLO 71.8 · LIME 55.4ARLO +16.4
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.