Technology

Arm Holdings plc (ARM)

Market Cap
P/E Ratio
Beta
Dividend Yield
Piotroski 6/9Beneish M -1.70 Flag (> −2.22)

Quantitative Summary

Deterministic

Financial health is average: Piotroski 6/9. Beneish M-Score of -1.70 exceeds the -2.22 academic threshold — earnings quality may warrant further review.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

DCF Sandbox

Interactive

Sensitivity Matrix

TG ↓ / WACC →8%10%12%
2%$5$4$4
3%$6$5$4
4%$7$5$4

Center = base case. Green = >10% upside, Red = >10% downside vs .

Pre-computed DCF: WACC=10.0%, terminal growth 3%. Fair value $5 (+0.0%). Not investment advice.

Price Chart with Moving Averages

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SMA 50 SMA 200

Quant Health Deep Dive

6/9
Piotroski F-Score
Average — mixed operational signals
-1.70
Beneish M-Score
Above threshold — earnings quality may warrant further review per Beneish model. Threshold: <-2.22 = below threshold.

Profitability & Value Creation

97.0%
Gross Margin
19.8%
Net Margin
8.2%
ROIC
+23.9%
Revenue Growth (YoY)
+158.8%
Earnings Growth (YoY)
158.0M
Free Cash Flow

Balance Sheet Health

0.31x
Debt / Equity
5.20x
Current Ratio
-1.7x
Net Debt / EBITDA
1.0B
EBITDA

Earnings Surprise History

Q4
✓ Beat
Est: $0.52
Act: $0.55
+5.0%
Q3
✗ Miss
Est: $0.35
Act: $0.35
-0.3%
Q2
✓ Beat
Est: $0.33
Act: $0.39
+17.7%
Q1
✓ Beat
Est: $0.41
Act: $0.43
+5.1%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fundamentals

Forward P/E
PEG Ratio
Price/Book
Avg Volume
52W High
52W Low
52W Range Position

ETF Contagion Visualizer

Simulate a price drop in Arm Holdings plc to visualize passive redemption contagion across ETFs and collateral stocks.

ARM Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
ARMEpicenterSPDWETFSMSNUnknownA000660UnknownASMLLow RiskHSBAUnknownROPMed Risk
ARM Price Drop (%)0

If Arm Holdings plc (ARM) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies SAMSUNG ELECTR GDR REG S (SMSN) as the most exposed collateral stock, sharing 1 ETFs with ARM. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 1 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

ARM Ownership Dynamics

Ticker
ARM

ETFs with Highest ARM Exposure

Float lock-up computed from 1 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

ARM Capital Efficiency

How efficiently does Arm Holdings plc convert operating profits into free cash? The FCF Conversion ratio measures the gap between accounting earnings and real cash generation.

Free Cash Flow
$158M
EBITDA
$1.0B
FCF Conversion
16%
Reinvestment Rate
84%
16% of EBITDA → Free Cash
0% (cash burn)25% (low)50% (efficient)100% (pure cash)

Arm Holdings plc converts 16% of its EBITDA into free cash flow, a low conversion rate suggesting heavy reinvestment. This may indicate a growth phase (building capacity) or structural capital intensity. The 84% reinvestment rate signals aggressive capacity expansion.

Capital efficiency = Free Cash Flow ÷ EBITDA. Reinvestment = (EBITDA − FCF) ÷ EBITDA. Metrics from latest annual filings. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-14983$221.21$217,449.43
2026-05-132$207.92$415.84
2026-05-1213,777$212.65$2.9M
2026-05-1112,433$213.27$2.7M
2026-05-088,667$213.31$1.8M
2026-05-071,298$237.30$308,015.4
2026-05-062,215$208.84$462,580.6
2026-05-0551,688$203.26$10.5M
2026-05-0458,199$211.18$12.3M
2026-05-011,722$210.32$362,171.04
2026-04-3031,590$201.69$6.4M
2026-04-29186,636$198.65$37.1M
2026-04-285,481$215.88$1.2M
2026-04-277,592$234.81$1.8M
2026-04-241,449$204.61$296,479.89
2026-04-232,515$196.57$494,373.55
2026-04-221,512$175.49$265,340.88
2026-04-212,121$175.10$371,387.1
2026-04-2040,020$166.73$6.7M
2026-04-178$162.33$1,298.64
2026-04-163,877$159.34$617,761.18
2026-04-15649$161.22$104,631.78
2026-04-1439,842$157.58$6.3M
2026-04-10132$149.80$19,773.6
2026-04-09798$148.91$118,830.18
2026-04-0791,350$148.77$13.6M
2026-04-0664,291$149.11$9.6M
2026-04-014,433$151.28$670,624.24
2026-03-31420$136.96$57,523.2
2026-03-301,320$144.13$190,251.6

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Compare ARM to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: N/A.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.