Quality Investor

ARM

Rank #104

Rank #104 by gross profitability (GP/assets 0.45) · ROE 10.9% · Piotroski F-Score 6 / 9.

As-of 2026-07-22 · CIK 0001973239 · all metrics point-in-time as of the filing date.

Profitability

Gross profitability (GP / assets)

0.45

Primary signal (Novy-Marx).

Return on equity

10.9%

Gross margin

97.5%

Revenue growth (YoY)

22.8%

Gross margin improving

Margin trend vs prior year.

PASS

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.29

Current ratio

6.00×

Quick ratio

4.71×

Net cash

$3.99B

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$979.00M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.08

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

21.4%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).