ARM vs POET vs UMC Stock Comparison

Arm Holdings, Poet Technologies and United Microelectronics Prices as of Oct 29, 2026 Peers: Industry group
ARM Arm Holdings Plc /Uk
$228.77 -22.1% 1M +34.3% 1Y
Market cap
$242.72B
P/E
232.5x
Revenue (TTM)
$5.16B
Div. yield
–
Semiconductor Design Technology
2 wins
POET Poet Technologies Inc.
$5.66 -26.2% 1M -14.6% 1Y
Market cap
$748.77M
P/E
–
Revenue (TTM)
$1.71T
Div. yield
–
Semiconductor Design Technology
1 win
UMC United Microelectronics Corp
$18.04 -27.0% 1M +144.1% 1Y
Market cap
$45.42B
P/E
16.7x
Revenue (TTM)
$14.11B
Div. yield
2.22%
Semiconductor Manufacturing Technology
6 wins

Head to Head

9 decided of 12

United Microelectronics leads on 6 of the 12 questions below (United Microelectronics 6, Arm Holdings 2, Poet Technologies 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARMPOETUMCLeader
Larger companyMarket capitalisation $242.72B $748.77M $45.42B ARM
Cheaper on earningsLower P/E, profitable companies only 232.5x 0.0x 16.7x UMC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 110.5x — 16.4x UMC
Faster revenue growthRevenue growth, trailing twelve months +25.1% +266.1% +87.7% POET
More profitableNet margin, trailing twelve months 20.2% -4,420.7% 18.7% ARM
Better return on capitalReturn on invested capital — — 11.6% –
Less leveragedLower net debt / EBITDA — — -1.0x –
Higher dividend yieldTrailing dividend yield — — 2.22% –
Better 1-year returnPrice return, last 12 months +34.3% -14.6% +144.1% UMC
Better 5-year returnAnnualised price return, 5 years — -7.5%/yr +11.9%/yr UMC
Less volatileAnnualised volatility, 1 year 78.9% 140.0% 64.6% UMC
Higher overall scoreMean of the five percentile scores vs peers 62/100 22/100 80/100 UMC

Percentile Scorecard

ARMPOETUMC

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

AxisARMPOETUMC
Valuation 5 #89 of 94 51 #47 of 94 95 #6 of 94
Growth 86 #14 of 92 13 #80 of 92 78 #21 of 92
Profitability 77 #21 of 88 2 #86 of 88 72 #25 of 88
Financial Health 79 #21 of 96 – 67 #32 of 96
Shareholder Returns – – 89 #9 of 72
Overall 62 22 80
  • ARM ranked among 103 companies in Semiconductors
  • POET ranked among 103 companies in Semiconductors
  • UMC ranked among 103 companies in Semiconductors

Price Performance

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

Returns

PeriodARMPOETUMCSPY
1 month -22.1%-26.2%-27.0% +0.7%
3 months -5.3%-22.3%-4.9% +3.7%
6 months +8.8%-20.5%+38.1% +7.1%
Year to date +109.3%-10.6%+129.5% +12.8%
1 year +34.3%-14.6%+144.1% +11.9%
3 years +377.6%+97.2%+155.2% +85.2%
3 years, per year +68.5%+25.4%+36.7% +22.8%
5 years —-32.2%+75.7% +67.6%
5 years, per year —-7.5%+11.9% +10.9%
10 years —+120.6%+864.7% +262.0%
10 years, per year —+8.2%+25.4% +13.7%

Risk

MeasureARMPOETUMCSPY
Volatility, 1Y 78.9%140.0%64.6% 12.7%
Downside volatility, 1Y 71.4%141.0%56.9% 12.6%
Beta vs S&P 500, 1Y 3.484.661.80 1.00
Return / volatility, 1Y 0.43-0.102.23 0.94
Max drawdown, 5Y -54.0%-92.1%-57.3% -25.4%
From 52-week high -47.9%-72.5%-35.6% -1.2%
52-week high $439.46$20.57$28.01 $779.14
52-week low $104.55$4.17$7.02 $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.

MultipleARMPOETUMC
P/E now vs peer median 232.5xmedian 46.4x 0.0xmedian 46.4x 16.7xmedian 46.4x
P/S now vs peer median 47.1xmedian 7.8x 0.0xmedian 7.8x 3.2xmedian 7.8x
EV/EBITDA now vs peer median 206.2xmedian 27.5x 0.0xmedian 27.5x 11.1xmedian 27.5x
P/FCF now vs peer median 120.6xmedian 40.1x -24.7xmedian 40.1x 20.7xmedian 40.1x
P/B now vs peer median 28.1xmedian 4.7x 1.7xmedian 4.7x 3.1xmedian 4.7x
PEG now vs peer median 6.55median 2.10 0.00median 2.10 2.62median 2.10

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 monthsARMPOETUMC
Revenue $5.16B $1.71T $14.11B
Gross profit $5.03B – $2.67B
Operating income $877.00M -$19.77T $1.81B
Net income $1.04B -$75.72M $2.64B
Free cash flow $2.01B -$30.34M $2.19B
R&D $2.96B $19.85T $595.72M
EPS (diluted) $0.98 $-812,866.51 $1.07
Cash & equivalents $3.06B $432.53M $4.48B
Total debt – – $781.92M
Shares (diluted) 1.07B 93.16M 2.47B
Enterprise value $228.44B -$882.85M $29.79B

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
MetricARMPOETUMC
P/E 232.5x 0.0x 16.7x
P/FCF 120.6x -24.7x 20.7x
P/Operating cash flow 115.9x -21.1x 12.1x
P/S 47.1x 0.0x 3.2x
P/B 28.1x 1.7x 3.1x
P/Tangible book 28.9x 1.7x 3.1x
EV/EBITDA 206.2x 0.0x 11.1x
EV/EBIT 272.3x 0.0x 23.1x
EV/Revenue 46.3x 0.0x 3.0x
EV/FCF 118.7x 1.6x 19.0x
EV/Operating cash flow 114.1x 1.3x 11.1x
PEG (3Y EPS CAGR) 6.55 0.00 2.62

Growth

14 metrics
MetricARMPOETUMC
Revenue growth (1Y) 25.1% 266.1% 87.7%
Revenue CAGR (3Y) 24.7% 68.5% 22.9%
Gross profit growth (1Y) 25.6% – 22.7%
Gross profit CAGR (3Y) 25.4% – -2.4%
Operating income growth (1Y) 14.9% -208.0% 29.9%
Operating income CAGR (3Y) 21.6% -363.4% -6.7%
Net income growth (1Y) 49.4% -40.4% 97.8%
Net income CAGR (3Y) 37.2% -55.9% 5.5%
EPS growth (1Y) 48.7% 9.2% 97.8%
EPS CAGR (3Y) 35.5% -45.7% 6.4%
Operating cash flow growth (1Y) 105.5% -14.7% 19.0%
Operating cash flow CAGR (3Y) 34.7% -37.4% 5.1%
Free cash flow growth (1Y) 121.8% -29.3% 410.9%
Free cash flow CAGR (3Y) 33.3% -38.5% 11.3%

Profitability

14 metrics
MetricARMPOETUMC
Gross margin 97.5% – 18.9%
EBITDA margin 22.5% -1,154% 26.7%
Operating margin 17.0% -1,154% 12.8%
Pretax margin 24.5% -1,143% 30.5%
Net margin 20.2% -4,421% 18.7%
FCF margin 39.0% 0.0% 15.5%
Operating cash flow margin 40.6% 0.0% 26.7%
Return on equity 16.3% -16,983,708% 18.4%
Return on assets 12.6% – 12.5%
Return on invested capital – – 11.6%
Return on capital employed 9.0% – 9.6%
Asset turnover 0.5x – 0.7x
Cash conversion (OCF / net income) 2.0x 0.5x 1.4x
Stock comp / revenue 22.4% 239.3% 0.1%

Financial Health

11 metrics
MetricARMPOETUMC
Debt / assets – – 3.7%
Debt / equity – – 0.1x
Net debt / EBITDA – – -1.0x
Debt / FCF – – 0.4x
Liabilities / assets 22.9% – 30.3%
Equity / assets 77.1% – 69.7%
Interest coverage – -101.5x 33.0x
Current ratio 5.3x – 3.3x
Quick ratio 4.9x – 2.6x
Cash ratio 3.2x – 2.0x
Altman Z-score 58.61 – –

Shareholder Returns

7 metrics
MetricARMPOETUMC
Dividend yield – – 2.2%
Net buyback yield – -107.0% 0.7%
Shareholder yield – -107.0% 2.9%
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.

ConsensusARMPOETUMC
Forward P/E 110.5xFY2026 – 16.4xFY2026
EPS, next fiscal year $2.07FY2026 $-0.26FY2026 $1.10FY2026
EPS growth, next FY +16.9%FY2026 – +107.5%FY2026
EPS growth, the year after +49.8% – -2.7%
Revenue, next fiscal year $5.71BFY2026 $6.19MFY2026 $8.52BFY2026
Revenue growth, next FY +16.0%FY2026 +478.2%FY2026 +12.1%FY2026
Revenue growth, the year after +38.7% +1,180.3% +24.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARMPOETUMC
Held by institutions 9.3% 36.6% 7.1%
Institutions holding 956 154 363
Change in shares held, QoQ +12.4% +108.4% +3.2%
Institutions buying 593 116 220
Institutions selling 258 28 110
Buyers to sellers 2.30 4.14 2.00

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.

ARMPOETUMC
ARM 1.00 0.48 0.46
POET 0.48 1.00 0.35
UMC 0.46 0.35 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARM, POET and UMC?

Arm Holdings (ARM) is the largest by market capitalisation: Arm Holdings (ARM) $242.72B, Poet Technologies (POET) $748.77M, United Microelectronics (UMC) $45.42B.

Which stock is cheaper, ARM, POET and UMC?

United Microelectronics (UMC) trades on the lowest price-to-earnings ratio (Arm Holdings (ARM) 232.5x, Poet Technologies (POET) 0.0x, United Microelectronics (UMC) 16.7x). On next year's consensus earnings, United Microelectronics (UMC) is cheapest (Arm Holdings (ARM) 110.5x, United Microelectronics (UMC) 16.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Poet Technologies (POET) grew revenue fastest over the trailing twelve months: Arm Holdings (ARM) +25.1%, Poet Technologies (POET) +266.1%, United Microelectronics (UMC) +87.7%.

Which company is more profitable?

Arm Holdings (ARM) has the highest net margin (Arm Holdings (ARM) 20.2%, Poet Technologies (POET) -4,420.7%, United Microelectronics (UMC) 18.7%).

Which stock has performed better?

Over the past year United Microelectronics (UMC) returned the most: Arm Holdings (ARM) +34.3%, Poet Technologies (POET) -14.6%, United Microelectronics (UMC) +144.1%. Over five years, United Microelectronics (UMC) compounded fastest (Poet Technologies (POET) -7.5%/yr, United Microelectronics (UMC) +11.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: United Microelectronics (UMC) 2.22%. Arm Holdings (ARM) and Poet Technologies (POET) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United Microelectronics (UMC) has been the steadiest (Arm Holdings (ARM) 78.9%, Poet Technologies (POET) 140.0%, United Microelectronics (UMC) 64.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARM, POET and UMC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Microelectronics (UMC) 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.