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.
ARM
Arm Holdings plc American Depositary Shares
$253.41TechnologyDelayed quote: Sep 4, 2026, 10:15 AM EDT
PANW
Palo Alto Networks, Inc.
$333.53TechnologyDelayed quote: Sep 4, 2026, 10:15 AM EDT
Total return — ARM vs PANW
growth of $100 · dividends reinvested · last 3yARM +299.3% (+58.7%/yr)PANW +169.5% (+39.2%/yr)ARM compounded faster over this window
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
| Metric | ARM | PANW |
|---|---|---|
| P/E ratio | 250.09 | 754.41 |
| Forward P/E | 138.40 | N/A |
| P/S ratio | 50.72 | 23.62 |
| P/B ratio | 30.30 | 9.86 |
| EV / EBITDA | 224.00 | 182.00 |
| FCF yield | 0.56% | 1.74% |
Profitability
| Metric | ARM | PANW |
|---|---|---|
| Gross margin | 95.35% | 70.36% |
| Operating margin | 17.30% | 6.03% |
| Net margin | 20.25% | 2.67% |
| ROE | 12.10% | 1.12% |
| ROIC | 7.33% | 1.03% |
Growth (annualized)
| Metric | ARM | PANW |
|---|---|---|
| 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/A | 33.59% |
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%.
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 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 September 4, 2026.