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Arm Holdings vs QXO: Which Stock Looks Stronger in 2026?

QXO holds the cleaner structural position, with the lead spread across profitability and growth. Arm still has the edge on profitability, which keeps the comparison from looking entirely one-sided. In the market, Arm carries the stronger setup — intact trend against QXO's broken trend. That leaves a split case: the structural lead stays with QXO, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The page question resolves through profitability, where Arm Holdings plc holds the stronger read even though the broader score still favours QXO, Inc..

Trajectory Similarity
0.56
Moderately similar
Peer-set rank: #10
within Arm Holdings plc's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

Most of the shared profile comes through investment intensity and margin trend.

Similarity drivers
investment intensitymargin trend
What reduces the match
recent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
ARM
Arm Holdings plc
38
Peer-Score
Signal qualityHigh
vs
QXO
QXO, Inc.
46
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: ARM vs QXO Profitability 61 0 Stability 45 43 Valuation 10 60 Growth 40 100 ARM QXO
Gap Ranking
#1 Profitability +61
#2 Growth +60
#3 Valuation +50
#4 Stability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ARM and QXO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ARMQXO Relative valuation Structural strength

QXO, Inc. and Arm Holdings plc look relatively close on structure, but the price setup still leans toward QXO, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Profitability
Arm Holdings plc sits in the stronger part of the group on profitability, while QXO, Inc. is closer to mid-pack.
Growth
Both rank well on growth, but QXO, Inc. still holds a clear edge.
Profitability — Dominant Gap
ARM
61
QXO
0
Gap+61in favour of ARM

The profitability gap is very wide, with the stronger side earning materially better operating marks.

What keeps the gap from being one-sided

Arm Holdings plc still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both profitability and growth — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the ARM vs QXO comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how ARM and QXO each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.