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).

Compare

Total returnARM vs PANW

growth of $100 · dividends reinvested · last 3y
ARM +343.8%PANW +188.4%ARM compounded faster
200400600Start $100202420252026$444$288
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 10

It depends on what you're optimizing for:

ValuePANW(lower P/E)
GrowthPANW(faster 5Y revenue CAGR)
QualityARM(higher ROIC)

Metrics side by side

Valuation

MetricARMPANW
P/E ratio320.96311.90
Forward P/E153.8295.06
P/S ratio58.5325.16
P/B ratio34.759.65
PEG ratio13.354.49
EV / EBITDA248.39139.93
FCF yield0.33%1.61%

Profitability

MetricARMPANW
Gross margin94.63%71.94%
Operating margin18.31%9.65%
Net margin18.37%7.95%
ROE10.91%3.05%
ROIC7.29%5.67%

Growth (annualized)

MetricARMPANW
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%.

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.