WallStSmart

Arm Holdings plc American Depositary Shares (ARM)vsEquinor ASA ADR (EQNR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equinor ASA ADR generates 2132% more annual revenue ($104.26B vs $4.67B). ARM leads profitability with a 17.2% profit margin vs 5.3%. EQNR appears more attractively valued with a PEG of 0.93. EQNR earns a higher WallStSmart Score of 65/100 (B-).

ARM

Buy

63

out of 100

Grade: C+

Growth: 9.3Profit: 7.5Value: 3.7Quality: 7.8
Piotroski: 4/9Altman Z: 3.93

EQNR

Strong Buy

65

out of 100

Grade: B-

Growth: 4.0Profit: 7.0Value: 8.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ARM.

EQNRUndervalued (+46.5%)

Margin of Safety

+46.5%

Fair Value

$53.41

Current Price

$36.69

$16.72 discount

UndervaluedFair: $53.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARM5 strengths · Avg: 8.8/10
Market CapQuality
$226.92B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.9310/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

Revenue GrowthGrowth
20.1%8/10

Revenue surging 20.1% year-over-year

EPS GrowthGrowth
45.7%8/10

Earnings expanding 45.7% YoY

EQNR6 strengths · Avg: 8.5/10
Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

Market CapQuality
$91.44B9/10

Large-cap with strong market position

PEG RatioValuation
0.938/10

Growing faster than its price suggests

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
29.2%8/10

Earnings expanding 29.2% YoY

Free Cash FlowQuality
$2.10B8/10

Generating 2.1B in free cash flow

Areas to Watch

ARM3 concerns · Avg: 2.7/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
250.9x2/10

Premium valuation, high expectations priced in

Price/BookValuation
29.0x2/10

Trading at 29.0x book value

EQNR3 concerns · Avg: 2.7/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-5.3%2/10

Revenue declined 5.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : ARM

The strongest argument for ARM centers on Market Cap, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.2% and operating margin at 29.6%. Revenue growth of 20.1% demonstrates continued momentum.

Bull Case : EQNR

The strongest argument for EQNR centers on Operating Margin, Market Cap, PEG Ratio. PEG of 0.93 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 250.9x leaves little room for execution misses.

Bear Case : EQNR

The primary concerns for EQNR are Profit Margin, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

ARM profiles as a growth stock while EQNR is a value 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 20.1% — sustainability is the question.

EQNR generates stronger free cash flow (2.1B), providing more financial flexibility.

Bottom Line

EQNR scores higher overall (65/100 vs 63/100). 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.

Equinor ASA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Equinor ASA, an energy company, is engaged in the exploration, production, transportation, refining and marketing of petroleum and petroleum products and other forms of energy, as well as other companies in Norway and internationally. The company is headquartered in Stavanger, Norway.

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