Arm Holdings Valuation

ARM Stock   123.70  12.82  11.56%   
At this time, the firm appears to be undervalued. Arm Holdings plc shows a prevailing Real Value of USD131.81 per share. The current price of the firm is USD123.7. Our model approximates the value of Arm Holdings plc from analyzing the firm fundamentals such as Current Valuation of 108.22 B, profit margin of 0.17 %, and Return On Equity of 0.11 as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Arm Holdings' valuation include:
Price Book
14.2727
Enterprise Value
108.2 B
Enterprise Value Ebitda
97.9346
Price Sales
25.2097
Forward PE
46.2963
Undervalued
Today
123.70
Please note that Arm Holdings' price fluctuation is very steady at this time. Calculation of the real value of Arm Holdings plc is based on 3 months time horizon. Increasing Arm Holdings' time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the Arm stock is determined by what a typical buyer is willing to pay for full or partial control of Arm Holdings plc. Since Arm Holdings is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Arm Stock. However, Arm Holdings' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  123.7 Real  131.81 Target  148.59 Hype  122.04 Naive  105.28
The intrinsic value of Arm Holdings' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Arm Holdings' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
111.33
Downside
131.81
Real Value
134.71
Upside
Estimating the potential upside or downside of Arm Holdings plc helps investors to forecast how Arm stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Arm Holdings more accurately as focusing exclusively on Arm Holdings' fundamentals will not take into account other important factors:
Earnings
Estimates
LowProjectedHigh
0.390.570.47
Details
Hype
Prediction
LowEstimatedHigh
119.14122.04124.94
Details
Naive
Forecast
LowNext ValueHigh
102.38105.28108.17
Details
40 Analysts
Consensus
LowTarget PriceHigh
135.21148.59164.93
Details
Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Arm Holdings' intrinsic value based on its ongoing forecasts of Arm Holdings' financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Arm Holdings' closest peers.

Arm Holdings Cash

1.81 Billion

Arm Holdings Total Value Analysis

Arm Holdings plc is presently projected to have company total value of 108.22 B with market capitalization of 117.75 B, debt of 356 M, and cash on hands of . Please note that company total value may be misleading and is a subject to accounting gimmicks. We encourage investors to carefully check all of the Arm Holdings fundamentals before making security assessment based on enterprise value of the company

Arm Holdings Investor Information

About 95.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.44. Arm Holdings plc had not issued any dividends in recent years. Based on the key indicators related to Arm Holdings' liquidity, profitability, solvency, and operating efficiency, Arm Holdings plc is not in a good financial situation at this time. It has a very high probability of going through financial hardship in March.
Current ValueLast YearChange From Last Year 10 Year Trend
Operating Profit Margin0.190.24
Significantly Down
Slightly volatile
Total Cash From Operating Activities626.7 M357.3 M
Way Up
Slightly volatile
Operating Income555.7 M951 M
Way Down
Slightly volatile

Arm Holdings Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Arm Holdings has an asset utilization ratio of 44.86 percent. This suggests that the Company is making USD0.45 for each dollar of assets. An increasing asset utilization means that Arm Holdings plc is more efficient with each dollar of assets it utilizes for everyday operations.
 
Covid
 
Interest Hikes

Arm Holdings Profitability Analysis

Based on Arm Holdings' profitability indicators, Arm Holdings plc may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess Arm Holdings' ability to earn profits and add value for shareholders.
 
Net Income  
First Reported
2010-12-31
Previous Quarter
910.8 M
Current Value
563 M
Quarterly Volatility
161.3 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
As of the 7th of February 2026, Pretax Profit Margin is likely to grow to 0.25, while Gross Profit is likely to drop about 3 B.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.740.85
Fairly Down
Pretty Stable
Net Profit Margin0.20.23
Fairly Down
Very volatile
Operating Profit Margin0.190.24
Significantly Down
Slightly volatile
Pretax Profit Margin0.250.21
Fairly Up
Slightly volatile
Return On Assets0.07920.1
Significantly Down
Pretty Stable
Return On Equity0.120.13
Significantly Down
Slightly volatile
For Arm Holdings profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Arm Holdings plc to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Arm Holdings utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Arm Holdings's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Arm Holdings over time as well as its relative position and ranking within its peers.

Arm Holdings Earnings per Share Projection vs Actual

The next projected EPS of Arm Holdings is estimated to be 0.57 with future projections ranging from a low of 0.385 to a high of 0.4725. Arm Holdings' most recent 12-month trailing earnings per share (EPS TTM) is at 0.75. Please be aware that the consensus of earnings estimates for Arm Holdings plc is based on EPS before non-recurring items and includes expenses related to employee stock options.
 
Covid
 
Interest Hikes
Arm Holdings is projected to generate 0.57 in earnings per share on the 31st of March 2026. Arm Holdings earnings estimates show analyst consensus about projected Arm Holdings EPS (Earning Per Share). It derives the highest and the lowest estimates based on Arm Holdings' historical volatility. Many public companies, such as Arm Holdings, manage the perception of their earnings on a regular basis to make sure that analyst estimates are accurate. Future earnings calculations are also an essential input when attempting to value a firm.

Arm Holdings Earnings Estimation Breakdown

The calculation of Arm Holdings' earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Arm Holdings is estimated to be 0.57 with the future projection ranging from a low of 0.385 to a high of 0.4725. Please be aware that this consensus of annual earnings estimates for Arm Holdings plc is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.43
0.39
Lowest
Expected EPS
0.57
0.47
Highest

Arm Holdings Earnings Projection Consensus

Suppose the current estimates of Arm Holdings' value are higher than the current market price of the Arm Holdings stock. In this case, investors may conclude that Arm Holdings is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Arm Holdings' stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 31st of March 2026Current EPS (TTM)
4191.39%
0.43
0.57
0.75

Arm Holdings Ownership Allocation

Arm Holdings holds a total of 1.06 Billion outstanding shares. The majority of Arm Holdings plc outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Arm Holdings plc to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Arm Holdings. Please pay attention to any change in the institutional holdings of Arm Holdings plc as this could imply that something significant has changed or is about to change at the company. Please note that on December 18, 2025, Representative Cleo Fields of US Congress acquired $50k to $100k worth of Arm Holdings plc's common stock.

Arm Holdings Profitability Analysis

The company reported the last year's revenue of 4.01 B. Total Income to common stockholders was 792 M with profit before taxes, overhead, and interest of 4.55 B.

About Arm Holdings Valuation

We use absolute and relative valuation methodologies to arrive at the intrinsic value of Arm Holdings plc. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Arm Holdings plc based exclusively on its fundamental and basic technical indicators. By analyzing Arm Holdings's financials, quarterly and monthly indicators, and their related drivers, we attempt to find the most accurate representation of Arm Holdings's intrinsic value. As compared to an absolute model, our relative valuation model uses a comparative analysis of Arm Holdings. We calculate exposure to Arm Holdings's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Arm Holdings's related companies.
Last ReportedProjected for Next Year
Gross Profit4.4 BB
Pretax Profit Margin 0.21  0.25 
Operating Profit Margin 0.24  0.19 
Net Profit Margin 0.23  0.20 
Gross Profit Margin 0.85  0.74 

Arm Holdings Quarterly Retained Earnings

3.91 Billion

Arm Holdings Growth Indicators

Investing in growth stocks can be very risky. If the company such as Arm Holdings does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
Common Stock Shares Outstanding1.1 B
Quarterly Earnings Growth Y O Y-0.123
Forward Price Earnings46.2963

Arm Holdings Current Valuation Indicators

Arm Holdings' valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Arm Holdings' valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Arm Holdings, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Arm Holdings' valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Arm Holdings' worth.
When determining whether Arm Holdings plc is a strong investment it is important to analyze Arm Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Arm Holdings' future performance. For an informed investment choice regarding Arm Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Arm Holdings plc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in inflation.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Will Semiconductors & Semiconductor Equipment sector continue expanding? Could Arm diversify its offerings? Factors like these will boost the valuation of Arm Holdings. If investors know Arm will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Arm Holdings data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
(0.12)
Earnings Share
0.75
Revenue Per Share
4.414
Quarterly Revenue Growth
0.263
Return On Assets
0.0588
Understanding Arm Holdings plc requires distinguishing between market price and book value, where the latter reflects Arm's accounting equity. The concept of intrinsic value - what Arm Holdings' is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Arm Holdings' price substantially above or below its fundamental value.
Understanding that Arm Holdings' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Arm Holdings represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Arm Holdings' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.