ARMArm Holdings plc
Is the price fair?
Priced for +40% 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 ~40% 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 272× earnings against 76.7× for the median Semiconductors name, more expensive than its own group.
Trailing P/E · Semiconductors median 76.7 · 3.54× the median: the market pays up for this one
- Price / sales
- 72.7
Price / sales · as of 2026-Q2
- Free cash flow yield
- 0.41%
Free cash flow yield · Semiconductors median 1.8%
- Growth the price implies
- +40%
Growth the price implies · The price pays for +40% 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
- 43.4
- Technology median P/E459 names
- 37.7
- Semiconductors median P/E53 names
- 76.7
- Free cash flow, trailing twelve months
- $1.51B
- Market capitalisation
- $371.4B
- 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.