Arm Holdings plc American Depositary Shares (ARM)vsBoston Scientific Corp (BSX)
ARM
Arm Holdings plc American Depositary Shares
$157.07
+16.38%
TECHNOLOGY · Cap: $143.33B
BSX
Boston Scientific Corp
$69.78
+2.39%
HEALTHCARE · Cap: $101.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Boston Scientific Corp generates 330% more annual revenue ($20.07B vs $4.67B). ARM leads profitability with a 17.2% profit margin vs 14.4%. BSX appears more attractively valued with a PEG of 0.75. BSX earns a higher WallStSmart Score of 63/100 (C+).
ARM
Buy52
out of 100
Grade: C-
BSX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2323.2%
Fair Value
$5.17
Current Price
$157.07
$151.90 premium
Margin of Safety
+1.2%
Fair Value
$70.62
Current Price
$69.78
$0.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
15.9% revenue growth
Generating 1.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 12.3%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARM
The strongest argument for ARM centers on Altman Z-Score, Market Cap, 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 : BSX
The strongest argument for BSX centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.75 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 177.6x leaves little room for execution misses.
Bear Case : BSX
The primary concerns for BSX are P/E Ratio.
Key Dynamics to Monitor
ARM carries more volatility with a beta of 4.13 — expect wider price swings.
ARM is growing revenue faster at 26.3% — sustainability is the question.
BSX generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSX scores higher overall (63/100 vs 52/100) and 15.9% revenue growth. Both earn "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.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
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