Arm Holdings 对比 ON Semiconductor
可添加、更换或移除公司，最多四家。
简而言之
- ON Semiconductor 规模更大:2025 财年营收 $6.0B，Arm Holdings 为 $4.9B。
- Arm Holdings 营收增长更快(22.8%，对方为 −15.4%)。
- Arm Holdings 每一美元销售额中留下的营业利润更多(营业利润率 18.3%，对方为 1.4%)。
- ON Semiconductor 将更多销售额转化为自由现金流(自由现金流利润率 23.7%，对方为 19.9%)。
| 最近财年 | ARM · FY26 | ON · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $224.6B | $29.2B |
| 营收 | $4.9B | $6.0B |
| 自由现金流 | $979M | $1.4B |
| 净利润 | $904M | $121M |
| 增长 | ||
| 营收增长 | 22.8% | −15.4% |
| 5年增长率 | — | 2.7% |
| 股数变化 | 0.5% | −4.8% |
| 盈利能力 | ||
| 毛利率 | 97.5% | 33.1% |
| 营业利润率 | 18.3% | 1.4% |
| 净利率 | 18.4% | 2.0% |
| 自由现金流利润率 | 19.9% | 23.7% |
| 资本回报率 | — | 0.9% |
| 股本回报率 | 12.0% | 1.5% |
| 资产负债表 | ||
| 净债务 | — | $457M |
| 净债务 / EBITDA | — | 0.6x |
| 股息与回购 | $0.0M | $1.4B |
| 估值与质量 | ||
| 市盈率 | — | 46.6x |
| Piotroski F 分数 | — | 5 |
FY17
ARM —
ON $5.5B
FY18
ARM —
ON $5.9B
FY19
ARM —
ON $5.5B
FY20
ARM —
ON $5.3B
FY21
ARM —
ON $6.7B
FY22
ARM $2.7B
ON $8.3B
FY23
ARM $2.7B
ON $8.3B
FY24
ARM $3.2B
ON $7.1B
FY25
ARM $4.0B
ON $6.0B
FY26
ARM $4.9B
ON —
ARM
ON
FY17
ARM —
ON 12.3%
FY18
ARM —
ON 14.4%
FY19
ARM —
ON 7.8%
FY20
ARM —
ON 6.6%
FY21
ARM —
ON 19.1%
FY22
ARM 23.4%
ON 28.3%
FY23
ARM 25.1%
ON 30.8%
FY24
ARM 3.4%
ON 25.0%
FY25
ARM 20.7%
ON 1.4%
FY26
ARM 18.3%
ON —
ARM
ON
FY17
ARM —
ON $707M
FY18
ARM —
ON $759M
FY19
ARM —
ON $160M
FY20
ARM —
ON $501M
FY21
ARM —
ON $1.3B
FY22
ARM $424M
ON $1.6B
FY23
ARM $675M
ON $438M
FY24
ARM $998M
ON $1.2B
FY25
ARM $178M
ON $1.4B
FY26
ARM $979M
ON —
ARM
ON
FY17
ARM —
ON 14.1%
FY18
ARM —
ON 14.0%
FY19
ARM —
ON 6.0%
FY20
ARM —
ON 5.7%
FY21
ARM —
ON 17.9%
FY22
ARM —
ON 29.1%
FY23
ARM —
ON 28.7%
FY24
ARM —
ON 16.9%
FY25
ARM —
ON 0.9%
FY26
ARM —
ON —
ARM
ON
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。