WallStSmart

Arm Holdings plc American Depositary Shares (ARM)vsDuke Energy Corporation (DUK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Duke Energy Corporation generates 565% more annual revenue ($32.72B vs $4.92B). ARM leads profitability with a 18.4% profit margin vs 15.7%. DUK appears more attractively valued with a PEG of 2.54. DUK earns a higher WallStSmart Score of 67/100 (B-).

ARM

Buy

63

out of 100

Grade: C+

Growth: 9.3Profit: 7.5Value: 3.0Quality: 8.5
Piotroski: 3/9Altman Z: 3.96

DUK

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 4.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARM6 strengths · Avg: 9.0/10
Market CapQuality
$365.53B10/10

Mega-cap, among the largest globally

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.9610/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

Revenue GrowthGrowth
20.1%8/10

Revenue surging 20.1% year-over-year

EPS GrowthGrowth
47.9%8/10

Earnings expanding 47.9% YoY

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$94.40B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

Areas to Watch

ARM4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.972/10

Expensive relative to growth rate

P/E RatioValuation
397.9x2/10

Premium valuation, high expectations priced in

Price/BookValuation
44.0x2/10

Trading at 44.0x book value

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.663/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.542/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.58B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ARM

The strongest argument for ARM centers on Market Cap, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.4% and operating margin at 29.5%. Revenue growth of 20.1% demonstrates continued momentum.

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 25.5%. Revenue growth of 11.3% demonstrates continued momentum.

Bear Case : ARM

The primary concerns for ARM are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 397.9x leaves little room for execution misses.

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.66 is elevated, increasing financial risk.

Key Dynamics to Monitor

ARM profiles as a growth stock while DUK is a mature play — different risk/reward profiles.

ARM carries more volatility with a beta of 3.79 — expect wider price swings.

ARM is growing revenue faster at 20.1% — sustainability is the question.

ARM generates stronger free cash flow (186M), providing more financial flexibility.

Bottom Line

DUK scores higher overall (67/100 vs 63/100), backed by strong 15.7% margins and 11.3% 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.

Duke Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

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