ARM Holdings vs Microchip Technology
ARM Holdings and Microchip Technology are similar in size: $4.92bn and $4.71bn of revenue in their latest fiscal years. ARM Holdings grew faster (22.8% against 7.1%). ARM Holdings kept more of each dollar of sales as profit: a net margin of 18.4% against 4.9%. ARM Holdings carries less debt relative to equity (0.0% against 86.1%).
| Latest fiscal year | ARM HoldingsARM, 2026 | Microchip TechnologyMCHP, 2026 |
|---|---|---|
| Revenue | $4.92bn | $4.71bn |
| Revenue growth | 22.8% | 7.1% |
| Net income | $904m | $230m |
| Operating margin | 18.3% | 10.4% |
| Net margin | 18.4% | 4.9% |
| Return on equity | 12.0% | 3.4% |
| Free cash flow | $979m | $871m |
| Cash | $2.75bn | $240m |
| Total debt | $0 | $5.54bn |
| Debt to equity | 0.0% | 86.1% |
| Dividend per share | — | $1.82 |
| Dividend yield | — | 2.4% |
| Share buybacks | — | $0 |
| Employees | — | 17,900 |
| Market value | $215.69bn | $42.50bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 77 (Strong) |
| Insider trades, 12 months | 0 buys, 41 sales | 0 buys, 22 sales |