Arm Holdings plc American Depositary Shares (ARM)vsChubb Ltd (CB)
ARM
Arm Holdings plc American Depositary Shares
$213.27
-0.02%
TECHNOLOGY · Cap: $252.01B
CB
Chubb Ltd
$319.64
-0.51%
FINANCIAL SERVICES · Cap: $123.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Chubb Ltd generates 1206% more annual revenue ($60.99B vs $4.67B). CB leads profitability with a 18.5% profit margin vs 17.2%. ARM appears more attractively valued with a PEG of 2.45. CB earns a higher WallStSmart Score of 75/100 (B).
ARM
Buy51
out of 100
Grade: C-
CB
Strong Buy75
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
Earnings expanding 78.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Generating 3.9B in free cash flow
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
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 : CB
The strongest argument for CB centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 20.6%. Revenue growth of 10.2% 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 : CB
The primary concerns for CB are PEG Ratio.
Key Dynamics to Monitor
ARM profiles as a growth stock while CB 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.
CB generates stronger free cash flow (3.9B), providing more financial flexibility.
Bottom Line
CB scores higher overall (75/100 vs 51/100), backed by strong 18.5% margins and 10.2% 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.
Chubb Ltd
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.
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