Arm Holdings plc. - ADR
ARM
Market Cap$65.82B
Close$
Earnings Call Q5 2023
February 7, 2024 - AI Summary
Arm reported record revenues for the third quarter, exceeding the high end of guidance.
The transition from Armv8 to Armv9 products is driving growth in royalties, with v9 products garnering roughly double the royalty rate of equivalent v8 products. Royalties now account for 15% of revenue.
Strong momentum in AI applications is fueling demand for Arm technology, both in complex devices like NVIDIA's Grace Hopper and edge devices like Google's Gemini Nano Pixel 6 and Samsung's Galaxy S24.
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$148.85
51.9% upside
Current Fair Value
51.9% upsideUndervalued by 51.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $65.82 Billion |
|---|---|
| Enterprise Value | $63.42 Billion |
| Dividend Yield | $0.0 (0.0%) |
| Earnings per Share | $0.51 |
| Beta | 0.0 |
| Outstanding Shares | 1,030,000,000 |
| Avg 30 Day Volume | 5,828,806 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 125.02 |
|---|---|
| PEG | - |
| Price to Sales | - |
| Price to Book Ratio | 24.5 |
| Enterprise Value to Revenue | - |
| Enterprise Value to EBIT | - |
| Enterprise Value to Net Income | - |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0 |
Revenue Sources
No data
ESG Score
No data