Arm Valuation

 

Arm Holdings, Inc or Arm, the British semiconductor design company is grossly overvalued, according to Wolfteam Ltd.'s projections and estimates.

With 2.68 billion USD revenue, falling at -0.89 %, net profit margin of 19.56 % for 2022, the intrinsic worth of Arm is 62 billion USD compared with its current market capitalization of 123.35 billion USD.

Here is an except from Arm Holdings, Inc's third quarter 2023 results presentation:

Q3 FYE24 – Highlights
$824m
Total revenue up 14% yoy
$354m
License and other revenue up 18% yoy
$470m
Royalty revenue up 11% yoy
41.0% Non-GAAP operating margin
$338m(1)
Non-GAAP Operating Income up 17% yoy
$724m
Trailing 12 Months FCF up 63% yoy
280.3bn Cumulative chip shipments
7.7bn
Chips reported