Arm Holdings plc American Depositary Shares (ARM) — Analysis Summary
Arm Holdings plc American Depositary Shares (ARM) has a market cap of $255.31B with year-over-year revenue growth of +22.8%. Net margin stands at 18.4%. The stock trades at a P/E ratio of 282.4.
Key Takeaways
- Revenue changed +22.8% year-over-year
- Net margin of 18.4%
- P/E ratio of 282.4
Compared with its sector, ARM posted revenue growth of +22.8% and trades at a P/E of 282.4.
Arm Holdings plc American Depositary Shares (ARM)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsWatch List
Some caution signals are active and should be weighed alongside the valuation work.
Gross margin at 97.5% — verify: very few businesses sustain >90% gross margin outside pure software/IP
Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.
Employees
9,584
Exchange
XNAS
Systematic competitive advantage assessment based on 3yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.