ARMArm Holdings plc
Is the price fair?
Priced for +33% a year vs +25% a year delivered. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for ~33% a year FCF growth. The price demands more than its three-year revenue growth of 25% a year, priced for acceleration.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What ARM's price assumes
Arm Holdings plc trades at 214× earnings against 69.7× for the median Semiconductors name, more expensive than its own group.
Trailing P/E · Semiconductors median 69.7 · 3.07× the median: the market pays up for this one
- Price / sales
- 74.1
Price / sales · as of 2026-Q2
- Free cash flow yield
- 0.67%
Free cash flow yield · Semiconductors median 2.1%
- Growth the price implies
- +33%
Growth the price implies · The price pays for +33% free cash flow growth a year for a decade; revenue has grown 25% a year over the last three.
Details›
- Price / bookas of 2026-Q2
- 44.3
- Technology median P/E450 names
- 34.1
- Semiconductors median P/E52 names
- 69.7
- Free cash flow, trailing twelve months
- $1.51B
- Market capitalisation1.06 billion shares, counted Mar 31, 2026
- $223.2B
- 3-year revenue growth
- +25%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.