Arm Holdings plc American Depositary Shares (ARM)vsQuanta Services Inc (PWR)
ARM
Arm Holdings plc American Depositary Shares
$342.93
+4.91%
TECHNOLOGY · Cap: $365.53B
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $108.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 512% more annual revenue ($30.12B vs $4.92B). ARM leads profitability with a 18.4% profit margin vs 3.7%. PWR appears more attractively valued with a PEG of 2.00. ARM earns a higher WallStSmart Score of 63/100 (C+).
ARM
Buy63
out of 100
Grade: C+
PWR
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.5%
Revenue surging 20.1% year-over-year
Earnings expanding 47.9% YoY
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 44.0x book value
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull 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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% 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 : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 99.0x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARM carries more volatility with a beta of 3.79 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
ARM generates stronger free cash flow (186M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARM scores higher overall (63/100 vs 56/100), backed by strong 18.4% margins and 20.1% 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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