Arm Holdings plc American Depositary Shares (ARM) vs International Business Machines Corporation (IBM)

IBM leads on 9 of 15 compared metrics.

A side-by-side comparison of Arm Holdings plc American Depositary Shares and International Business Machines Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — ARM vs IBM

growth of $100 · last 3y
ARM +526.8%IBM +86.5%ARM compounded faster
200400600Start $100202420252026$627$186
ARM IBM

ARM vs IBM: by the numbers

  • ARM is the larger company ($405.18B vs $255.87B market cap).
  • IBM trades at the lower earnings multiple (24.07 vs 453.35 P/E).
  • ARM converts more revenue to profit (18.37% vs 15.61% net margin).
  • ARM grew revenue faster over the past five years (19.41% vs -0.09% CAGR).
  • IBM pays a dividend (2.47% yield) while ARM does not currently pay one.

Which is better, ARM or IBM?

Metric tally: ARM 6 · IBM 9

It depends on what you're optimizing for:

ValueIBM(lower P/E)
GrowthARM(faster 5Y revenue CAGR)
QualityIBM(higher ROIC)

Metrics side by side

Valuation

MetricARMIBM
P/E ratio453.3524.07
Forward P/E126.3120.33
P/S ratio82.663.76
P/B ratio49.087.86
PEG ratio13.320.35
EV / EBITDA287.6319.49
FCF yield0.23%5.05%

Profitability

MetricARMIBM
Gross margin94.63%58.97%
Operating margin18.31%16.36%
Net margin18.37%15.61%
ROE10.91%32.61%
ROIC7.31%8.57%

Dividends

MetricARMIBM
Dividend yield2.47%
Payout ratio59.24%

Growth (annualized)

MetricARMIBM
Revenue CAGR (5Y)19.41%-0.09%
EPS CAGR (5Y)17.47%12.59%
FCF CAGR (5Y)-1.73%-3.35%
Total return CAGR (5Y)18.04%

Frequently asked

Which is better, ARM or IBM?
It depends on your goal. value: IBM (lower P/E); growth: ARM (faster 5Y revenue CAGR); quality: IBM (higher ROIC). Across all compared metrics, IBM leads 9 to 6.
Is ARM or IBM cheaper?
On trailing earnings, IBM is cheaper: ARM trades at a 453.35 P/E and IBM at 24.07.
Which has grown faster, ARM or IBM?
Over the past five years, ARM grew revenue faster — ARM at a 19.41% CAGR versus IBM at -0.09%.
Does ARM or IBM pay a bigger dividend?
IBM pays a dividend (2.47% yield) while ARM does not currently pay one.
Is ARM or IBM more profitable?
ARM runs the higher net margin — ARM at 18.37% versus IBM at 15.61%.

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 June 14, 2026.