Arm Holdings Plc /uk vs Broadcom (ARM vs AVGO)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Broadcom is the larger company by revenue ($63.9B vs $4.9B) and market value ($1.9T vs $319.3B). Broadcom has grown revenue faster over the last 4 fiscal years (+132.7% cumulative vs +82.0%). Broadcom runs the higher operating margin (39.9% vs 18.3%). Broadcom trades at the lower trailing P/E (66.7x vs 355.9x).
About Arm Holdings Plc /uk
Arm Holdings plc designs, develops, and licenses high-performance, energy-efficient semiconductor technology, including CPU and GPU intellectual property, system IP, and compute subsystems. The company serves technology companies worldwide by providing a compute platform used in devices ranging from smartphones and PCs to data centers, automotive systems, and IoT devices. In 2026, Arm expanded its offerings to include production silicon products with the launch of the Arm AGI CPU.
About Broadcom
Broadcom Inc. designs, develops, and supplies semiconductor and semiconductor-based solutions along with infrastructure software solutions. Its products include digital and mixed signal devices, network interface cards, switches, and modules used in data centers, networking equipment, wireless devices, and storage systems. Broadcom serves business and government customers, including hyperscalers, original equipment manufacturers, and system integrators across markets such as networking connectivity, wireless device connectivity, servers and storage systems, and broadband.
Head to head (ARM FY2026 vs AVGO FY2025)
| Metric | ARMFY2026 | AVGOFY2025 |
|---|---|---|
| Revenue | $4.92B | $63.89B |
| Revenue growth (YoY) | 22.8% | 23.9% |
| Gross margin | — | 67.8% |
| Operating margin | 18.3% | 39.9% |
| Net margin | 18.4% | 36.2% |
| Net income | $904.0M | $23.13B |
| Diluted EPS | $0.85 | $4.77 |
| FCF margin | 19.9% | 42.1% |
| ROE | 10.9% | 28.4% |
| Debt / equity | — | 0.8× |
| Market cap | $319.34B | $1.90T |
| P/E (TTM) | 355.9× | 66.7× |
Fundamentals are from each company’s SEC filings (ARM FY2026, AVGO FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| ARM by fiscal year | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Revenue | $2.70B | $2.68B | $3.23B | $4.01B | $4.92B |
| Net income | $549.0M | $524.0M | $306.0M | $792.0M | $904.0M |
| Operating margin | 23.4% | 25.0% | 3.4% | 20.7% | 18.3% |
| AVGO by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $27.45B | $33.20B | $35.82B | $51.57B | $63.89B |
| Net income | $6.74B | $11.49B | $14.08B | $5.89B | $23.13B |
| Operating margin | 31.0% | 42.8% | 45.2% | 26.1% | 39.9% |
Arm Holdings Plc /uk and Broadcom use different fiscal calendars (ARM's FY2026 ended 2026-03-31, AVGO's FY2025 ended 2025-11-02), so their fiscal years are shown separately rather than forced into one timeline.
Peer standing
Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | ARM | AVGO |
|---|---|---|
| Operating margin | 18.3%79th percentile of 79 | 39.9%97th percentile of 79 |
| Net margin | 18.4%81st percentile of 80 | 36.2%97th percentile of 80 |
| FCF margin | 19.9%79th percentile of 78 | 42.1%96th percentile of 78 |
| Revenue growth (YoY) | +22.8%68th percentile of 88 | +23.9%69th percentile of 88 |
| ROE | 10.9%71st percentile of 74 | 28.4%93rd percentile of 74 |
| P/E (TTM) | 355.9×91st percentile of 45 | 66.7×61st percentile of 45 |
| Short interest (days to cover) | 1.48d40th percentile of 88 | 2.23d61st percentile of 88 |
Short interest
| FINRA settlement data | ARM | AVGO |
|---|---|---|
| Shares sold short | 17.2M | 70.1M |
| Change vs prior settlement | +5.2% | +14.1% |
| Days to cover | 1.48 | 2.23 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | ARM | AVGO |
|---|---|---|
| Buys | 0 | 1 ($373,570) |
| Sells | 27 ($56.6M) | 53 ($283.7M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
10 tracked 13F managers hold both Arm Holdings Plc /uk and Broadcom as of their latest quarterly filings: Altimeter Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Duquesne Family Office, Millennium Management, Point72 Asset Management, Renaissance Technologies, Two Sigma Investments, Whale Rock Capital Management. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.