Arm Holdings plc American Depositary Shares (ARM)vsTotalEnergies SE ADR (TTE)
ARM
Arm Holdings plc American Depositary Shares
$211.18
+0.41%
TECHNOLOGY · Cap: $223.36B
TTE
TotalEnergies SE ADR
$93.60
+1.41%
ENERGY · Cap: $206.57B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 3838% more annual revenue ($183.96B vs $4.67B). ARM leads profitability with a 17.2% profit margin vs 8.2%. TTE appears more attractively valued with a PEG of 0.78. TTE earns a higher WallStSmart Score of 73/100 (B).
ARM
Buy51
out of 100
Grade: C-
TTE
Strong Buy73
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
Mega-cap, among the largest globally
Earnings expanding 57.1% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.8x book value
Earnings declined 12.3%
3.4% revenue growth
Negative free cash flow — burning cash
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 : TTE
The strongest argument for TTE centers on Market Cap, EPS Growth, PEG Ratio. PEG of 0.78 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 276.7x leaves little room for execution misses.
Bear Case : TTE
The primary concerns for TTE are Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
ARM profiles as a growth stock while TTE 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.
ARM generates stronger free cash flow (186M), providing more financial flexibility.
Bottom Line
TTE scores higher overall (73/100 vs 51/100). 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.
TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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