ARM vs. NXPI: Arm Holdings vs. NXP Semiconductors Stock Comparison

November 11, 2026

How do Arm Holdings (ARM) and NXP Semiconductors (NXPI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Arm Holdings (ARM) and NXP Semiconductors (NXPI) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

NXP Semiconductors (NXPI) trades as ordinary local shares, while Arm Holdings (ARM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Profile Item	ARM	NXPI
Name	Arm Holdings plc ADR	NXP Semiconductors N.V.
Country/Region	United Kingdom	Netherlands
GICS Sector	Information Technology	Information Technology
GICS Industry Group	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Industry	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Sub-Industry	Semiconductors	Semiconductors
Market Capitalization	186.84 billion USD	62.58 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	September 14, 2023	August 6, 2010
Security Type	ADR	Common Stock

Price Performance

Cumulative Growth

ARM

NXPI

GSPC

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Arm Holdings (ARM) and NXP Semiconductors (NXPI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Arm Holdings (ARM) and NXP Semiconductors (NXPI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Total Return (1Y)	23.60%	29.26%
Total Return (3Y, Annualized)	53.99%	14.96%
Total Return (5Y, Annualized)	--	5.20%

Risk Profile

Drawdown History

ARM

NXPI

GSPC

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Arm Holdings (ARM) and NXP Semiconductors (NXPI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Volatility (1Y, Annualized)	82.24%	50.18%
Beta (5Y)	3.92	1.83
Max Drawdown (5Y)	-62.06%	-46.47%
Avg. Volume (3M)	5.05M	3.86M

Risk-Adjusted Performance

Risk-Return Positioning

ARM and NXPI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Sharpe Ratio (1Y)	0.23	0.50
Sortino Ratio (1Y)	0.38	0.85

Profitability

ROE (TTM)

NXP Semiconductors (NXPI) at 28.67% sits in the top ROE quartile, while Arm Holdings (ARM) at 11.35% is closer to the peer norm — stronger capital efficiency for NXPI.

ARM

Semiconductors & Semiconductor Equipment industry group

11.35%

Max: 52.82%
Q3: 22.26%
ARM: 11.35%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

NXPI

Semiconductors & Semiconductor Equipment industry group

28.67%

Max: 52.82%
NXPI: 28.67%
Q3: 22.26%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their ROE against the Semiconductors & Semiconductor Equipment industry group benchmark.

Net Margin (TTM)

Both Arm Holdings (ARM) at 17.13% and NXP Semiconductors (NXPI) at 23.40% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

ARM

Semiconductors & Semiconductor Equipment industry group

17.13%

Max: 63.80%
Q3: 28.36%
ARM: 17.13%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

NXPI

Semiconductors & Semiconductor Equipment industry group

23.40%

Max: 63.80%
Q3: 28.36%
NXPI: 23.40%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their net margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Operating Margin (TTM)

NXP Semiconductors (NXPI) at 32.30% operates in the top operating margin quartile, ahead of Arm Holdings (ARM) at 13.93%, which runs around its industry’s norm.

ARM

Semiconductors & Semiconductor Equipment industry group

13.93%

Max: 58.66%
Q3: 30.23%
Median: 15.91%
ARM: 13.93%
Q1: 7.54%
Min: -25.74%

NXPI

Semiconductors & Semiconductor Equipment industry group

32.30%

Max: 58.66%
NXPI: 32.30%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
ROE (TTM)	11.35%	28.67%
ROA (TTM)	5.50%	10.82%
Net Margin (TTM)	17.13%	23.40%
Operating Margin (TTM)	13.93%	32.30%
Gross Margin (TTM)	97.44%	56.46%

Growth

Revenue Growth

Arm Holdings (ARM) at 22.79% is around its peer norm for revenue growth, while NXP Semiconductors (NXPI) at -2.74% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Arm Holdings (ARM) at 13.33% and NXP Semiconductors (NXPI) at -18.29% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Revenue Growth (YoY)	22.79%	-2.74%
Revenue Growth (3Y CAGR)	22.46%	-2.42%
EPS Growth (YoY)	13.33%	-18.29%
EPS Growth (3Y CAGR)	18.51%	-9.00%

Financial Strength

Current Ratio (MRQ)

Arm Holdings (ARM) at 6.35 carries current ratio above its industry’s typical mid-range, while NXP Semiconductors (NXPI) at 2.13 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

ARM

Semiconductors & Semiconductor Equipment industry group

6.35

Max: 10.33
ARM: 6.35
Q3: 5.62
Median: 3.33
Q1: 2.35
Min: 1.03

NXPI

Semiconductors & Semiconductor Equipment industry group

2.13

Max: 10.33
Q3: 5.62
Median: 3.33
Q1: 2.35
NXPI: 2.13
Min: 1.03

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their current ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Debt / Equity (MRQ)

Arm Holdings (ARM) at 0.06 carries an industry-typical debt-to-equity mix, while NXP Semiconductors (NXPI) at 0.88 uses more debt funding than most peers.

ARM

Semiconductors & Semiconductor Equipment industry group

0.06

Max: 1.46
Q3: 0.65
Median: 0.27
ARM: 0.06
Q1: 0.04
Min: 0.00

NXPI

Semiconductors & Semiconductor Equipment industry group

0.88

Max: 1.46
NXPI: 0.88
Q3: 0.65
Median: 0.27
Q1: 0.04
Min: 0.00

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their debt-to-equity ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Current Ratio (MRQ)	6.35	2.13
Debt / Equity (MRQ)	0.06	0.88
Net Debt / EBITDA	-2.77	1.31

Dividends

Dividend Yield (TTM)

Arm Holdings (ARM) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NXP Semiconductors (NXPI) reports a yield of 1.66%, ranking against industry peers normally.

ARM

Semiconductors & Semiconductor Equipment industry group

0.00%

Max: 1.37%
Q3: 0.65%
ARM: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

NXPI

Semiconductors & Semiconductor Equipment industry group

1.66%

NXPI: 1.66%
Max: 1.37%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their dividend yield against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Arm Holdings (ARM) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile NXP Semiconductors (NXPI) reports a payout of 31.91%, ranking against industry peers normally.

ARM

Semiconductors & Semiconductor Equipment industry group

0.00%

Max: 49.64%
Q3: 21.71%
ARM: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

NXPI

Semiconductors & Semiconductor Equipment industry group

31.91%

Max: 49.64%
NXPI: 31.91%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
Dividend Yield (TTM)	0.00%	1.66%
Dividend Payout Ratio (TTM)	0.00%	31.91%

Valuation

P/E Ratio (TTM)

NXP Semiconductors (NXPI) at 19.54 sits in the cheaper P/E ratio quartile, while Arm Holdings (ARM) at 200.71 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

ARM

Semiconductors & Semiconductor Equipment industry group

200.71

ARM: 200.71
Max: 110.34
Q3: 66.81
Median: 37.02
Q1: 23.96
Min: 8.12

NXPI

Semiconductors & Semiconductor Equipment industry group

19.54

Max: 110.34
Q3: 66.81
Median: 37.02
Q1: 23.96
NXPI: 19.54
Min: 8.12

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

NXP Semiconductors (NXPI) at 4.54 prices around its industry’s typical P/S ratio, while Arm Holdings (ARM) at 34.20 clears its benchmark range — ARM looks notably rich on sales.

ARM

Semiconductors & Semiconductor Equipment industry group

34.20

ARM: 34.20
Max: 21.42
Q3: 12.27
Median: 5.76
Q1: 2.73
Min: 0.00

NXPI

Semiconductors & Semiconductor Equipment industry group

4.54

Max: 21.42
Q3: 12.27
Median: 5.76
NXPI: 4.54
Q1: 2.73
Min: 0.00

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

NXP Semiconductors (NXPI) at 5.18 sits near its industry’s typical P/B ratio, while Arm Holdings (ARM) at 20.56 prices above its benchmark range — ARM looks rich relative to book.

ARM

Semiconductors & Semiconductor Equipment industry group

20.56

ARM: 20.56
Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
Min: 0.20

NXPI

Semiconductors & Semiconductor Equipment industry group

5.18

Max: 14.06
Q3: 7.44
NXPI: 5.18
Median: 4.29
Q1: 2.30
Min: 0.20

Arm Holdings (ARM) vs. NXP Semiconductors (NXPI): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Arm Holdings (ARM) and NXP Semiconductors (NXPI)
Metric	ARM	NXPI
P/E Ratio (TTM)	200.71	19.54
P/S Ratio (TTM)	34.20	4.54
P/B Ratio (MRQ)	20.56	5.18
Free Cash Flow Yield (TTM)	0.61%	6.53%