WallStSmart

Arm Holdings plc American Depositary Shares (ARM)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 10552% more annual revenue ($497.55B vs $4.67B). PBR leads profitability with a 22.1% profit margin vs 17.2%. PBR appears more attractively valued with a PEG of 0.37. PBR earns a higher WallStSmart Score of 76/100 (B+).

ARM

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 3.0Quality: 7.8
Piotroski: 5/9Altman Z: 3.75

PBR

Strong Buy

76

out of 100

Grade: B+

Growth: 4.0Profit: 9.0Value: 8.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.35

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARM3 strengths · Avg: 9.3/10
Market CapQuality
$249.37B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.7510/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
26.3%8/10

Revenue surging 26.3% year-over-year

PBR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3710/10

Growing faster than its price suggests

P/E RatioValuation
6.9x10/10

Attractively priced relative to earnings

Market CapQuality
$134.49B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

ARM4 concerns · Avg: 2.0/10
PEG RatioValuation
2.832/10

Expensive relative to growth rate

P/E RatioValuation
313.1x2/10

Premium valuation, high expectations priced in

Price/BookValuation
27.5x2/10

Trading at 27.5x book value

EPS GrowthGrowth
-12.3%2/10

Earnings declined 12.3%

PBR2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.5%4/10

0.5% earnings growth

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : PBR

The strongest argument for PBR centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.37 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 313.1x leaves little room for execution misses.

Bear Case : PBR

The primary concerns for PBR are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

ARM profiles as a growth stock while PBR is a value play — different risk/reward profiles.

ARM carries more volatility with a beta of 3.34 — expect wider price swings.

ARM is growing revenue faster at 26.3% — sustainability is the question.

PBR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (76/100 vs 51/100), backed by strong 22.1% margins. 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.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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