ARM Holdings vs Qnity Electronics
ARM Holdings and Qnity Electronics are similar in size: $4.92bn and $4.75bn of revenue in their latest fiscal years. ARM Holdings grew faster (22.8% against 9.7%). ARM Holdings kept more of each dollar of sales as profit: a net margin of 18.4% against 14.6%. ARM Holdings carries less debt relative to equity (0.0% against 57.8%).
| Latest fiscal year | ARM HoldingsARM, 2026 | Qnity ElectronicsQ, 2025 |
|---|---|---|
| Revenue | $4.92bn | $4.75bn |
| Revenue growth | 22.8% | 9.7% |
| Net income | $904m | $692m |
| Operating margin | 18.3% | — |
| Net margin | 18.4% | 14.6% |
| Return on equity | 12.0% | 7.8% |
| Free cash flow | $979m | $988m |
| Cash | $2.75bn | $915m |
| Total debt | $0 | $4.10bn |
| Debt to equity | 0.0% | 57.8% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | — | 10,000 |
| Market value | $215.69bn | $25.15bn |
| Price vs our value range | — | Within our value range |
| Moat score | — | — |
| Insider trades, 12 months | 0 buys, 41 sales | 3 buys, 6 sales |