Arm Holdings plc American Depositary Shares (ARM) vs Palo Alto Networks, Inc. (PANW)

A side-by-side comparison of Arm Holdings plc American Depositary Shares and Palo Alto Networks, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 4, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnARM vs PANW

growth of $100 · dividends reinvested · last 3y
ARM +299.3% (+58.7%/yr)PANW +169.5% (+39.2%/yr)ARM compounded faster over this window
200400600Start $100202420252026$399$270
ARM PANW

ARM vs PANW: by the numbers

  • PANW is the larger company ($271.82B vs $270.64B market cap).
  • ARM trades at the lower trailing earnings multiple (250.09 vs 754.41 P/E), one valuation lens rather than an overall verdict.
  • ARM converts more revenue to profit (20.25% vs 2.67% net margin).
  • PANW grew revenue faster over the past five years (21.95% vs 19.41% CAGR).

Metrics side by side

Valuation

MetricARMPANW
P/E ratio250.09754.41
Forward P/E138.40N/A
P/S ratio50.7223.62
P/B ratio30.309.86
EV / EBITDA224.00182.00
FCF yield0.56%1.74%

Profitability

MetricARMPANW
Gross margin95.35%70.36%
Operating margin17.30%6.03%
Net margin20.25%2.67%
ROE12.10%1.12%
ROIC7.33%1.03%

Growth (annualized)

MetricARMPANW
Revenue CAGR (5Y)19.41%21.95%
EPS CAGR (5Y)17.47%N/A
FCF CAGR (5Y)-1.73%25.30%
Total return CAGR (5Y)N/A33.59%

Frequently asked

Which has the lower trailing P/E, ARM or PANW?
ARM has the lower trailing P/E: ARM trades at 250.09 and PANW at 754.41. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ARM or PANW?
Over the past five years, PANW grew revenue faster — ARM at a 19.41% CAGR versus PANW at 21.95%.
Is ARM or PANW more profitable?
ARM runs the higher net margin — ARM at 20.25% versus PANW at 2.67%.

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 4, 2026.