Arm Holdings plc American Depositary Shares (ARM)vsWells Fargo & Company (WFC)
ARM
Arm Holdings plc American Depositary Shares
$213.27
-0.02%
TECHNOLOGY · Cap: $252.01B
WFC
Wells Fargo & Company
$75.64
-4.45%
FINANCIAL SERVICES · Cap: $242.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 1637% more annual revenue ($81.14B vs $4.67B). WFC leads profitability with a 26.7% profit margin vs 17.2%. WFC appears more attractively valued with a PEG of 1.43. WFC earns a higher WallStSmart Score of 74/100 (B).
ARM
Buy51
out of 100
Grade: C-
WFC
Strong Buy74
out of 100
Grade: B
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
Mega-cap, among the largest globally
Reasonable price relative to book value
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 29.4%
Generating 9.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.1x book value
Earnings declined 12.3%
Distress zone — elevated risk
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 : WFC
The strongest argument for WFC centers on Market Cap, Price/Book, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.43 suggests the stock is reasonably priced for its growth.
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 : WFC
The primary concerns for WFC are Altman Z-Score.
Key Dynamics to Monitor
ARM profiles as a growth stock while WFC 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.
WFC generates stronger free cash flow (9.1B), providing more financial flexibility.
Bottom Line
WFC scores higher overall (74/100 vs 51/100), backed by strong 26.7% margins. 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.
Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?