Arm Holdings plc American Depositary Shares (ARM) vs Dell Technologies Inc. (DELL)

A side-by-side comparison of Arm Holdings plc American Depositary Shares and Dell Technologies Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

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Total return — ARM vs DELL

growth of $100 · dividends reinvested · last 3y
ARM +335.9% (+63.3%/yr)DELL +745.1% (+103.7%/yr)DELL compounded faster over this window
200400600800Start $100202420252026$436$845
ARM DELL

ARM vs DELL: by the numbers

  • •DELL is the larger company ($373.91B vs $331.42B market cap).
  • •DELL trades at the lower trailing earnings multiple (32.67 vs 319.92 P/E), one valuation lens rather than an overall verdict.
  • •ARM converts more revenue to profit (20.25% vs 7.53% net margin).
  • •ARM grew revenue faster over the past five years (19.41% vs 9.42% CAGR).
  • •DELL pays a dividend (0.41% yield), while ARM has no payments in the available dividend history.

Metrics side by side

Valuation

MetricARMDELL
P/E ratio319.9232.67
Forward P/E139.2321.75
P/S ratio64.282.47
P/B ratio38.40N/A
EV / EBITDA284.4723.84
FCF yield0.44%2.29%

Profitability

MetricARMDELL
Gross margin95.35%19.80%
Operating margin17.30%9.49%
Net margin20.25%7.53%
ROE12.10%N/A
ROIC7.33%22.65%

Dividends

MetricARMDELL
Dividend yieldN/A0.41%
Payout ratioN/A13.41%

Growth (annualized)

MetricARMDELL
Revenue CAGR (5Y)19.41%9.42%
EPS CAGR (5Y)17.47%15.44%
FCF CAGR (5Y)-1.73%3.29%
Total return CAGR (5Y)N/A66.83%

Frequently asked

Which has the lower trailing P/E, ARM or DELL?
DELL has the lower trailing P/E: ARM trades at 319.92 and DELL at 32.67. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ARM or DELL?
Over the past five years, ARM grew revenue faster — ARM at a 19.41% CAGR versus DELL at 9.42%.
Does ARM or DELL pay a bigger dividend?
DELL pays a dividend (0.41% yield), while ARM has no payments in the available dividend history.
Is ARM or DELL more profitable?
ARM runs the higher net margin — ARM at 20.25% versus DELL at 7.53%.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.