Arm Holdings plc American Depositary Shares (ARM) vs KLA Corporation (KLAC)

KLAC leads on 11 of 14 compared metrics.

A side-by-side comparison of Arm Holdings plc American Depositary Shares and KLA Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — ARM vs KLAC

growth of $100 · last 3y
ARM +526.8%KLAC +460.4%ARM compounded faster
200400600Start $100202420252026$627$560
ARM KLAC

ARM vs KLAC: by the numbers

  • ARM is the larger company ($405.18B vs $332.50B market cap).
  • KLAC trades at the lower earnings multiple (72.05 vs 453.35 P/E).
  • KLAC converts more revenue to profit (35.66% vs 18.37% net margin).
  • ARM grew revenue faster over the past five years (19.41% vs 15.21% CAGR).
  • KLAC pays a dividend (3.14% yield) while ARM does not currently pay one.

Which is better, ARM or KLAC?

Metric tally: ARM 3 · KLAC 11

It depends on what you're optimizing for:

ValueKLAC(lower P/E)
GrowthARM(faster 5Y revenue CAGR)
QualityKLAC(higher ROIC)

Valuation

MetricARMKLAC
P/E ratio453.3572.05
Forward P/E126.31
P/S ratio82.6625.61
P/B ratio49.0857.52
PEG ratio13.320.06
EV / EBITDA287.6157.56
FCF yield0.24%1.20%

Profitability

MetricARMKLAC
Gross margin94.63%61.75%
Operating margin18.31%42.08%
Net margin18.37%35.66%
ROE10.91%80.11%
ROIC7.31%38.11%

Dividends

MetricARMKLAC
Dividend yield3.14%
Payout ratio262.04%

Growth (annualized)

MetricARMKLAC
Revenue CAGR (5Y)19.41%15.21%
EPS CAGR (5Y)17.47%31.52%
FCF CAGR (5Y)-1.73%15.49%
Total return CAGR (5Y)67.17%

Frequently asked

Which is better, ARM or KLAC?
It depends on your goal. value: KLAC (lower P/E); growth: ARM (faster 5Y revenue CAGR); quality: KLAC (higher ROIC). Across all compared metrics, KLAC leads 11 to 3.
Is ARM or KLAC cheaper?
On trailing earnings, KLAC is cheaper: ARM trades at a 453.35 P/E and KLAC at 72.05.
Which has grown faster, ARM or KLAC?
Over the past five years, ARM grew revenue faster — ARM at a 19.41% CAGR versus KLAC at 15.21%.
Does ARM or KLAC pay a bigger dividend?
KLAC pays a dividend (3.14% yield) while ARM does not currently pay one.
Is ARM or KLAC more profitable?
KLAC runs the higher net margin — ARM at 18.37% versus KLAC at 35.66%.

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 13, 2026.