Stock Comparison

ARM vs GOOGL

Arm Holdings PLC vs Alphabet Inc

The Verdict

ARM takes this one.

Winner

ARM

Arm Holdings PLC

6.7

out of 10

Solid Pick

GOOGL

Alphabet Inc

1.0

out of 10

Distressed

Head-to-Head

$223.4B

Market Cap

$4.7T

278.9

P/E Ratio

29.1

17.1%

Profit Margin

37.9%

11.0%

Return on Equity

39.0%

0.0

Debt-to-Equity

0.1

Aggressive

Overall Risk

Moderate

6.7

DVR Score

1.0

The Deep Dive

ARM6.7/10

Arm Holdings maintains a foundational position in critical growth sectors like AI, data centers, and automotive, with Q3 FY2026 revenue up 26% YoY, driven by strong royalty and licensing growth. Its strategic vision to expand TAM to $1.5T by FY31 and its Armv9 architecture adoption are strong growth drivers. However, the current mega-cap valuation of $223.36B makes a 10x return ($2.23 trillion mar...

Full ARM Analysis

GOOGL1.0/10

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Full GOOGL Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified advisor before investing.