ARM vs AVGO vs OPRA Stock Comparison

Arm Holdings, Broadcom and Opera Prices as of Oct 28, 2026 Peers: Industry group
ARM Arm Holdings Plc /Uk
$235.90 -16.7% 1M +36.3% 1Y
Market cap
$241.75B
P/E
231.6x
Revenue (TTM)
$5.16B
Div. yield
–
Semiconductor Design Technology
1 win
AVGO Broadcom Inc.
$351.81 +0.6% 1M -5.7% 1Y
Market cap
$1.63T
P/E
42.7x
Revenue (TTM)
$89.10B
Div. yield
–
Semiconductor Design Technology
6 wins
OPRA Opera Ltd
$18.64 +7.1% 1M +20.1% 1Y
Market cap
$1.59B
P/E
12.5x
Revenue (TTM)
$682.99M
Div. yield
–
Operating Systems Technology
4 wins

Head to Head

11 decided of 12

Broadcom leads on 6 of the 12 questions below (Broadcom 6, Opera 4, Arm Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARMAVGOOPRALeader
Larger companyMarket capitalisation $241.75B $1.63T $1.59B AVGO
Cheaper on earningsLower P/E, profitable companies only 231.6x 42.7x 12.5x OPRA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 114.0x 32.0x 16.4x OPRA
Faster revenue growthRevenue growth, trailing twelve months +25.1% +48.7% +23.1% AVGO
More profitableNet margin, trailing twelve months 20.2% 42.9% 18.5% AVGO
Better return on capitalReturn on invested capital — 26.0% 10.4% AVGO
Less leveragedLower net debt / EBITDA — 0.7x -1.0x OPRA
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +36.3% -5.7% +20.1% ARM
Better 5-year returnAnnualised price return, 5 years — +46.0%/yr +17.5%/yr AVGO
Less volatileAnnualised volatility, 1 year 78.9% 46.4% 48.0% AVGO
Higher overall scoreMean of the five percentile scores vs peers 62/100 65/100 75/100 OPRA

Percentile Scorecard

ARMAVGOOPRA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisARMAVGOOPRA
Valuation 8 #87 of 94 44 #53 of 94 98 #3 of 124
Growth 88 #12 of 92 92 #8 of 92 62 #44 of 113
Profitability 78 #21 of 90 94 #6 of 90 87 #15 of 109
Financial Health 77 #24 of 99 34 #66 of 99 81 #25 of 127
Shareholder Returns – 60 #30 of 73 47 #34 of 63
Overall 62 65 75
  • ARM ranked among 103 companies in Semiconductors
  • AVGO ranked among 103 companies in Semiconductors
  • OPRA ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodARMAVGOOPRASPY
1 month -16.7%+0.6%+7.1% +0.9%
3 months +4.9%-5.0%-0.6% +5.9%
6 months +17.0%-13.2%+7.4% +8.5%
Year to date +115.8%+1.6%+31.6% +13.3%
1 year +36.3%-5.7%+20.1% +12.4%
3 years +380.5%+319.6%+56.9% +88.1%
3 years, per year +68.8%+61.3%+16.2% +23.5%
5 years —+561.7%+123.8% +68.2%
5 years, per year —+46.0%+17.5% +11.0%
10 years —+1,978.0%— +263.4%
10 years, per year —+35.5%— +13.8%

Risk

MeasureARMAVGOOPRASPY
Volatility, 1Y 78.9%46.4%48.0% 12.7%
Downside volatility, 1Y 71.4%48.6%42.9% 12.7%
Beta vs S&P 500, 1Y 3.482.171.60 1.00
Return / volatility, 1Y 0.46-0.120.42 0.98
Max drawdown, 5Y -54.0%-41.5%-62.5% -25.4%
From 52-week high -46.3%-26.9%-9.3% -0.9%
52-week high $439.46$481.57$20.54 $779.14
52-week low $104.55$293.41$11.79 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleARMAVGOOPRA
P/E now vs peer median 239.7xmedian 46.0x 43.8xmedian 46.0x 13.2xmedian 37.9x
P/S now vs peer median 48.5xmedian 7.9x 18.8xmedian 7.9x 2.4xmedian 4.4x
EV/EBITDA now vs peer median 212.8xmedian 28.3x 33.1xmedian 28.3x 12.2xmedian 34.5x
P/FCF now vs peer median 124.4xmedian 41.4x 42.6xmedian 41.4x 11.9xmedian 26.6x
P/B now vs peer median 29.0xmedian 4.6x 16.8xmedian 4.6x 1.6xmedian 3.4x
PEG now vs peer median 6.76median 2.30 1.29median 2.30 -0.17median 1.24

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsARMAVGOOPRA
Revenue $5.16B $89.10B $682.99M
Gross profit $5.03B $61.28B $333.54M
Operating income $877.00M $42.81B $106.56M
Net income $1.04B $38.27B $150.24M
Free cash flow $2.01B $39.40B $140.98M
R&D $2.96B $11.84B –
EPS (diluted) $0.98 $7.83 $1.39
Cash & equivalents $3.06B $23.98B $145.21M
Total debt – $59.42B $65.57M
Shares (diluted) 1.07B 4.89B 90.96M
Enterprise value $227.46B $1.56T $865.28M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricARMAVGOOPRA
P/E 239.7x 43.8x 13.2x
P/FCF 124.4x 42.6x 11.9x
P/Operating cash flow 119.5x 41.3x 12.6x
P/S 48.5x 18.8x 2.4x
P/B 29.0x 16.8x 1.6x
P/Tangible book 29.8x 22.9x 1.8x
EV/EBITDA 212.8x 33.1x 12.2x
EV/EBIT 281.0x 40.1x 14.5x
EV/Revenue 47.8x 19.2x 2.3x
EV/FCF 122.5x 43.5x 10.9x
EV/Operating cash flow 117.7x 42.2x 11.6x
PEG (3Y EPS CAGR) 6.76 1.29 -0.17

Growth

14 metrics
MetricARMAVGOOPRA
Revenue growth (1Y) 25.1% 48.7% 23.1%
Revenue CAGR (3Y) 24.7% 36.0% 23.5%
Gross profit growth (1Y) 25.6% 53.0% 14.8%
Gross profit CAGR (3Y) 25.4% 36.3% 65.3%
Operating income growth (1Y) 14.9% 89.4% 18.5%
Operating income CAGR (3Y) 21.6% 39.0% -86.4%
Net income growth (1Y) 49.4% 102.1% 57.5%
Net income CAGR (3Y) 37.2% 40.1% 40.9%
EPS growth (1Y) 48.7% 101.0% 55.0%
EPS CAGR (3Y) 35.5% 34.1% -78.4%
Operating cash flow growth (1Y) 105.5% 59.8% 25.9%
Operating cash flow CAGR (3Y) 34.7% 31.6% 17.1%
Free cash flow growth (1Y) 121.8% 58.1% 30.0%
Free cash flow CAGR (3Y) 33.3% 31.4% 18.9%

Profitability

14 metrics
MetricARMAVGOOPRA
Gross margin 97.5% 68.8% 48.8%
EBITDA margin 22.5% 58.2% 18.6%
Operating margin 17.0% 48.0% 15.6%
Pretax margin 24.5% 45.4% 27.1%
Net margin 20.2% 42.9% 18.5%
FCF margin 39.0% 44.2% 20.6%
Operating cash flow margin 40.6% 45.6% 19.5%
Return on equity 16.3% 40.8% 20.8%
Return on assets 12.6% 20.8% 18.1%
Return on invested capital – 26.0% 10.4%
Return on capital employed 9.0% 26.3% 10.5%
Asset turnover 0.5x 0.5x 0.6x
Cash conversion (OCF / net income) 2.0x 1.1x 0.9x
Stock comp / revenue 22.4% 9.5% 4.5%

Financial Health

11 metrics
MetricARMAVGOOPRA
Debt / assets – 31.6% 1.6%
Debt / equity – 0.6x 0.0x
Net debt / EBITDA – 0.7x -1.0x
Debt / FCF – 1.5x 0.1x
Liabilities / assets 22.9% 47.0% 12.8%
Equity / assets 77.1% 53.0% 87.2%
Interest coverage – 13.7x 216.1x
Current ratio 5.3x 2.5x 2.0x
Quick ratio 4.9x 2.2x 2.0x
Cash ratio 3.2x 1.2x 1.1x
Altman Z-score 60.38 12.98 8.67

Shareholder Returns

7 metrics
MetricARMAVGOOPRA
Dividend yield – 0.7% 4.3%
Net buyback yield – 0.5% -3.4%
Shareholder yield – 1.2% 0.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusARMAVGOOPRA
Forward P/E 114.0xFY2026 32.0xFY2026 16.4xFY2026
EPS, next fiscal year $2.07FY2026 $11.01FY2026 $1.14FY2026
EPS growth, next FY +16.9%FY2026 +61.4%FY2026 -4.2%FY2026
EPS growth, the year after +49.8% +68.8% +32.5%
Revenue, next fiscal year $5.71BFY2026 $102.00BFY2026 $770.49MFY2026
Revenue growth, next FY +16.0%FY2026 +59.7%FY2026 +25.3%FY2026
Revenue growth, the year after +38.7% +61.2% +15.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARMAVGOOPRA
Held by institutions 9.3% 78.1% 17.2%
Institutions holding 955 4,799 143
Change in shares held, QoQ +12.4% +3.7% +13.5%
Institutions buying 593 2,638 77
Institutions selling 257 1,842 36
Buyers to sellers 2.31 1.43 2.14

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ARMAVGOOPRA
ARM 1.00 0.50 0.20
AVGO 0.50 1.00 0.22
OPRA 0.20 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARM, AVGO and OPRA?

Broadcom (AVGO) is the largest by market capitalisation: Arm Holdings (ARM) $241.75B, Broadcom (AVGO) $1.63T, Opera (OPRA) $1.59B.

Which stock is cheaper, ARM, AVGO and OPRA?

Opera (OPRA) trades on the lowest price-to-earnings ratio (Arm Holdings (ARM) 231.6x, Broadcom (AVGO) 42.7x, Opera (OPRA) 12.5x). On next year's consensus earnings, Opera (OPRA) is cheapest (Arm Holdings (ARM) 114.0x, Broadcom (AVGO) 32.0x, Opera (OPRA) 16.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Broadcom (AVGO) grew revenue fastest over the trailing twelve months: Arm Holdings (ARM) +25.1%, Broadcom (AVGO) +48.7%, Opera (OPRA) +23.1%.

Which company is more profitable?

Broadcom (AVGO) has the highest net margin (Arm Holdings (ARM) 20.2%, Broadcom (AVGO) 42.9%, Opera (OPRA) 18.5%). On return on invested capital, Broadcom (AVGO) leads (Broadcom (AVGO) 26.0%, Opera (OPRA) 10.4%).

Which stock has performed better?

Over the past year Arm Holdings (ARM) returned the most: Arm Holdings (ARM) +36.3%, Broadcom (AVGO) -5.7%, Opera (OPRA) +20.1%. Over five years, Broadcom (AVGO) compounded fastest (Broadcom (AVGO) +46.0%/yr, Opera (OPRA) +17.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Broadcom (AVGO) has been the steadiest (Arm Holdings (ARM) 78.9%, Broadcom (AVGO) 46.4%, Opera (OPRA) 48.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARM, AVGO and OPRA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Broadcom (AVGO) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.