ARM vs MSFT
ARM: Arm designs the instruction set architecture and intellectual property that power the vast majority of mobile processors and increasingly servers, IoT devices, and data center chips worldwide. MSFT: A diversified technology giant generating $82.9B in quarterly revenue (9M 2026) with 39.3% net margins, driven by cloud infrastructure (Azure) and AI-powered productivity software scaled across enterprise and consumer segments.
Side-by-side fundamentals
| Metric | ARM | MSFT | Edge |
|---|---|---|---|
| Price as of 2026-07-10 close | $323.39 | $385.10 | |
| Market cap as of 2026-07-11 | $348.9B | $2.87T | |
| P/E as of 2026-07-11 | 385.90 | 22.96 | MSFT lower |
| PEG as of 2026-07-11 | 18.90 | 1.32 | MSFT lower |
| Net margin as of 2026-07-11 | +18.4% | +39.3% | MSFT higher |
| Gross margin as of 2026-07-11 | +97.5% | +68.3% | ARM higher |
| Operating margin as of 2026-07-11 | +18.3% | +46.8% | MSFT higher |
| ROE as of 2026-07-11 | +11.9% | +33.1% | MSFT higher |
| ROA as of 2026-07-11 | +9.0% | +19.1% | MSFT higher |
| Debt / equity as of 2026-07-11 | 0.00 | 0.25 | ARM lower |
| Revenue growth (YoY) as of 2026-07-11 | +22.8% | +17.9% | ARM higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +12.4% | |
| Dividend yield as of 2026-07-11 | n/a | +0.9% | |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-07-11 | 3.82 | 1.13 | |
| 1-year return as of 2026-07-10 close | +117.7% | -23.2% | ARM higher |
Fundamentals: Finnhub, as of 2026-07-11. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.