Arm Holdings plc American Depositary Shares (ARM) vs Palo Alto Networks, Inc. (PANW)
PANW leads on 10 of 15 compared metrics.
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 July 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ARM
Arm Holdings plc American Depositary Shares
$269.61TechnologyDelayed quote: Jul 20, 2026, 4:00 PM EDT
PANW
Palo Alto Networks, Inc.
$348.66TechnologyDelayed quote: Jul 20, 2026, 4:00 PM EDT
Total return — ARM vs PANW
growth of $100 · dividends reinvested · last 3yARM +343.8%PANW +188.4%ARM compounded faster
ARM PANW
ARM vs PANW: by the numbers
- •ARM is the larger company ($286.87B vs $237.62B market cap).
- •PANW trades at the lower earnings multiple (311.90 vs 320.96 P/E).
- •ARM converts more revenue to profit (18.37% vs 7.95% net margin).
- •PANW grew revenue faster over the past five years (21.62% vs 19.41% CAGR).
Which is better, ARM or PANW?
Metric tally: ARM 5 · PANW 10It depends on what you're optimizing for:
ValuePANW(lower P/E)
GrowthPANW(faster 5Y revenue CAGR)
QualityARM(higher ROIC)
Metrics side by side
Valuation
| Metric | ARM | PANW |
|---|---|---|
| P/E ratio | 320.96 | 311.90● |
| Forward P/E | 153.82 | 95.06● |
| P/S ratio | 58.53 | 25.16● |
| P/B ratio | 34.75 | 9.65● |
| PEG ratio | 13.35 | 4.49● |
| EV / EBITDA | 248.39 | 139.93● |
| FCF yield | 0.33% | 1.61%● |
Profitability
| Metric | ARM | PANW |
|---|---|---|
| Gross margin | 94.63%● | 71.94% |
| Operating margin | 18.31%● | 9.65% |
| Net margin | 18.37%● | 7.95% |
| ROE | 10.91%● | 3.05% |
| ROIC | 7.29%● | 5.67% |
Growth (annualized)
| Metric | ARM | PANW |
|---|---|---|
| Revenue CAGR (5Y) | 19.41% | 21.62%● |
| EPS CAGR (5Y) | 17.47% | 69.46%● |
| FCF CAGR (5Y) | -1.73% | 25.30%● |
| Total return CAGR (5Y) | — | 39.67% |
Frequently asked
- Which is better, ARM or PANW?
- It depends on your goal. value: PANW (lower P/E); growth: PANW (faster 5Y revenue CAGR); quality: ARM (higher ROIC). Across all compared metrics, PANW leads 10 to 5.
- Is ARM or PANW cheaper?
- On trailing earnings, PANW is cheaper: ARM trades at a 320.96 P/E and PANW at 311.90.
- 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 21.62%.
- Is ARM or PANW more profitable?
- ARM runs the higher net margin — ARM at 18.37% versus PANW at 7.95%.
Go deeper
Dig into the metrics
Arm Holdings plc American Depositary Shares P/E ratioPalo Alto Networks P/E ratioArm Holdings plc American Depositary Shares dividend yieldPalo Alto Networks dividend yieldArm Holdings plc American Depositary Shares ROEPalo Alto Networks ROEArm Holdings plc American Depositary Shares operating marginPalo Alto Networks operating marginArm Holdings plc American Depositary Shares revenue growthPalo Alto Networks revenue growthArm Holdings plc American Depositary Shares free cash flowPalo Alto Networks free cash flow
Arm Holdings plc American Depositary Shares & Palo Alto Networks appear in these rankings
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 20, 2026.