Arm Holdings plc American Depositary Shares (ARM)vsBanco Bilbao Viscaya Argentaria SA ADR (BBVA)
ARM
Arm Holdings plc American Depositary Shares
$213.27
-0.02%
TECHNOLOGY · Cap: $252.01B
BBVA
Banco Bilbao Viscaya Argentaria SA ADR
$22.28
+1.87%
FINANCIAL SERVICES · Cap: $123.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Bilbao Viscaya Argentaria SA ADR generates 598% more annual revenue ($32.61B vs $4.67B). BBVA leads profitability with a 33.1% profit margin vs 17.2%. BBVA appears more attractively valued with a PEG of 1.83. BBVA earns a higher WallStSmart Score of 71/100 (B).
ARM
Buy51
out of 100
Grade: C-
BBVA
Strong Buy71
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
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 54.9%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.1x book value
Earnings declined 12.3%
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
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 : BBVA
The strongest argument for BBVA centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.1% and operating margin at 54.9%. Revenue growth of 11.9% 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 : BBVA
The primary concerns for BBVA are PEG Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
ARM profiles as a growth stock while BBVA 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BBVA scores higher overall (71/100 vs 51/100), backed by strong 33.1% margins and 11.9% 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.
Banco Bilbao Viscaya Argentaria SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Bilbao Vizcaya Argentaria, SA provides retail banking, wholesale banking, asset management and private banking services. The company is headquartered in Bilbao, Spain.
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