Arm Holdings plc American Depositary Shares (ARM)vsBoston Scientific Corp (BSX)
ARM
Arm Holdings plc American Depositary Shares
$213.27
-0.02%
TECHNOLOGY · Cap: $252.01B
BSX
Boston Scientific Corp
$53.93
-4.67%
HEALTHCARE · Cap: $84.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Boston Scientific Corp generates 341% more annual revenue ($20.61B vs $4.67B). BSX leads profitability with a 17.3% profit margin vs 17.2%. BSX appears more attractively valued with a PEG of 0.68. BSX earns a higher WallStSmart Score of 71/100 (B).
ARM
Buy51
out of 100
Grade: C-
BSX
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARM.
Margin of Safety
-22.6%
Fair Value
$46.16
Current Price
$53.93
$7.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Revenue surging 26.3% year-over-year
Earnings expanding 100.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 20.6%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.1x book value
Earnings declined 12.3%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ARM
The strongest argument for ARM centers on Market Cap, Altman Z-Score, Revenue Growth. Profitability is solid with margins at 17.2% and operating margin at 15.4%. Revenue growth of 26.3% demonstrates continued momentum.
Bull Case : BSX
The strongest argument for BSX centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 17.3% and operating margin at 20.6%. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : ARM
The primary concerns for ARM are PEG Ratio, P/E Ratio, Price/Book. A P/E of 279.2x leaves little room for execution misses.
Bear Case : BSX
No major red flags identified for BSX, but monitor valuation.
Key Dynamics to Monitor
ARM profiles as a growth stock while BSX is a mature play — different risk/reward profiles.
ARM carries more volatility with a beta of 3.41 — expect wider price swings.
ARM is growing revenue faster at 26.3% — sustainability is the question.
ARM generates stronger free cash flow (186M), providing more financial flexibility.
Bottom Line
BSX scores higher overall (71/100 vs 51/100), backed by strong 17.3% margins and 11.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arm Holdings plc American Depositary Shares
TECHNOLOGY · SEMICONDUCTORS · USA
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
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