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

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 July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnARM vs KLAC

growth of $100 · dividends reinvested · last 3y
ARM +317.2%KLAC +288.9%ARM compounded faster
200400600Start $100202420252026$417$389
ARM KLAC

ARM vs KLAC: by the numbers

  • ARM is the larger company ($260.40B vs $249.24B market cap).
  • KLAC trades at the lower trailing earnings multiple (57.59 vs 317.06 P/E), one valuation lens rather than an overall verdict.
  • 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 (0.39% yield), while ARM has no payments in the available dividend history.

Metrics side by side

Valuation

MetricARMKLAC
P/E ratio317.0657.59
Forward P/E151.9454.82
P/S ratio57.8120.46
P/B ratio34.3345.95
PEG ratio13.350.59
EV / EBITDA245.3446.54
FCF yield0.33%1.50%

Profitability

MetricARMKLAC
Gross margin94.63%61.45%
Operating margin18.31%41.68%
Net margin18.37%35.66%
ROE10.91%80.11%
ROIC7.29%36.46%

Dividends

MetricARMKLAC
Dividend yieldN/A0.39%
Payout ratioN/A26.20%

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)N/A44.53%

Frequently asked

Which has the lower trailing P/E, ARM or KLAC?
KLAC has the lower trailing P/E: ARM trades at 317.06 and KLAC at 57.59. P/E is one valuation measure and does not by itself establish which business is cheaper.
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 (0.39% yield), while ARM has no payments in the available dividend history.
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 July 28, 2026.