ARM vs ON Stock Comparison

Arm Holdings plc American Depositary Shares vs ON Semiconductor Corporation

Data as of Sep 2, 2026· market close· Technology· Coverage 54/66 fields· Moderate confidence
AIQ VerdictFragileAIQ Comparison Conviction 2/10

ARM and ON are effectively level

ARM and ON are effectively level on the AIQ Score; the factor table below shows where each one holds its advantage.

Evidence agreement: 2 of 6Comparison trend: Weakening
ARM

Arm Holdings plc American Depositary Shares

AIQ Score
43/100
AIQ Edge Score
3/10
ON

ON Semiconductor Corporation

AIQ Score
43/100
AIQ Edge Score
3/10

The Algovestiq AIQ Score does not currently separate ARM and ON as of Sep 2, 2026. Both names are scored on the same 0–100 scale across Quality, Value, Momentum and Risk Resilience, and the factor table below shows where each one holds its advantage.

Compare Arm Holdings plc American Depositary Shares and ON Semiconductor Corporation across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.

AIQ Factor Divergence

Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.

ARM advantage
0
ON advantage
  • Value30%24 vs 55
    ON +31
  • Quality30%72 vs 46
    ARM +26
  • Momentum25%35 vs 30
    ARM +5
  • Risk Resilience15%39 vs 37
    Even

Neither name separates cleanly on the covered dimensions.

What changed since the last close

Latest scored session 2026-09-01, compared against the prior scored session 2026-08-31.

ARM0 AIQ

No factor moved materially.

No new signals fired.

ON0 AIQ

No factor moved materially.

No new signals fired.

Deeper signal detail for each name lives on its own signals page — ARM and ON both carry a full feed there.

Which one fits your objective

The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.

Balanced

Even

Neither separates on the overall score.

Growth

ON

ON on combined revenue and EPS growth.

Value

ON

ON on the peer-relative Value factor, by 31 points.

Momentum

ARM

ARM on the Momentum factor, by 5 points.

Lower downside

ON

ON carries the lower 1-month annualized volatility.

Analyst upside

ARM

ARM on implied upside to the consensus price target.

AIQ vs Wall Street

Where the systematic read and the analyst consensus line up — and where they do not.

MeasureARMONNote
Implied upside to target+54.7%+51.2%ARM has more room
Target dispersion+119.4%+99.8%Lower is tighter analyst agreement
ConsensusBuyHoldContext, not a primary driver
Analysts covering129Higher coverage generally improves confidence

Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.

AIQ Agreement Matrix

How each independent group of evidence reads the pair.

Evidence groupFavorsReading
AIQ ScoreEven43 vs 43
FundamentalsARMon balancerevenue growth -13.5% vs 6%; EPS growth -13.8% vs 8.2%; ROE 13% vs 8.4%; gross margin 95.3% vs 37.4%; operating margin 17.3% vs 11.7% — ARM takes 3 of 5 decided legs, not all of them
ValuationONValue 24 vs 55
TechnicalsARMPrice vs 50-day -17.8% vs -16.6%; vs 200-day 21.1% vs -4.8%
Risk ResilienceEvenRisk Resilience 39 vs 37
Analyst expectationsARMTarget upside 54.7% vs 51.2%

AIQ Decision Stability

Fragile

The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.

  • The AIQ gap is narrow at 0 points. (argues the conclusion is provisional)
  • Only 2 of 6 covered evidence groups agree. (argues the conclusion is provisional)
  • The leader's advantage has been narrowing. (argues the conclusion is provisional)
  • Analyst targets on the leader are widely dispersed. (argues the conclusion is provisional)

How the comparison changed

120 daily snapshots · Apr 20 Sep 1

ARM lead: Weakening — the AIQ differential moved from 5 to 0 points over 30 sessions.

Apr 20ARM leads above the line · ON leads belowSep 1
Today
Level
43 vs 43
7 sessions ago
ARM +1
44 vs 43
30 sessions ago
ARM +5
49 vs 44
90 sessions ago
ARM +4
46 vs 42

The lead changed hands 6 times in this window, most recently on Aug 27 when ARM moved ahead of ON.

AIQ Signal Divergence

Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.

ARMConflicted

1 bullish / 2 bearish / 1 neutral, conflicted

  • Golden Cross Active bullish, trend, long horizon (42.10%)
  • Beta Spike Warning bearish, risk, long horizon
  • ATR Expansion - Breakout Mode neutral, volatility, short horizon (7.37%)
ON

2 bullish / 0 bearish / 1 neutral

  • Golden Cross Active bullish, trend, long horizon (12.19%)
  • ATR Expansion - Breakout Mode neutral, volatility, short horizon (4.90%)
  • MACD Bullish Crossover bullish, momentum, short horizon

Price vs model alignment

Whether the latest session's price move confirms what the model did over the same session, or contradicts it.

ARMNo material change

Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -0.62%, AIQ 0 points).

ONNo material change

Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price +0.3%, AIQ 0 points).

The full evidence

Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.

Fundamentals

ARM leads on balance
MetricARMON
Revenue growth (YoY)-13.5%6%
EPS growth (YoY)-13.8%8.2%
Gross margin95.3%37.4%
Operating margin17.3%11.7%
Return on equity13%8.4%
Debt to equity0.050.62

Technicals

ARM has the stronger structure
MetricARMON
RSI (14)34.935.2
ADX (14)10.730.6
Price vs 50-day-17.8%-16.6%
Price vs 200-day21.1%-4.8%
Volatility (1M, annualized)80.6%41.1%

Risk

Split
MetricARMON
Beta3.32.57
Sharpe ratio1.020.87
Sortino ratio1.871.2
Max drawdown-48.8%-46.3%
Current drawdown-45%-44.7%
Annualized volatility76.2%61.5%
Value at risk (95%)-6.8%-4.9%

Straight answers

Each answer is regenerated from the current snapshot, not written once and left to age.

Which has more analyst upside, ARM or ON?

Analyst price targets imply +54.7% upside for ARM and +51.2% for ON, so the Street currently favors ARM. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.

Which is better value, ARM or ON?

ON is the better-valued of the two on the peer-relative Value factor. ON on the peer-relative Value factor, by 31 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.

Which has stronger growth, ARM or ON?

ON on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.

Which has stronger momentum, ARM or ON?

ARM on the Momentum factor, by 5 points. Momentum carries 25% of the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.

Which is riskier, ARM or ON?

ON is the more resilient of the two, so the other name carries the higher downside risk. ON carries the lower 1-month annualized volatility. The Risk Resilience factor weights 15% of the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.

Is ARM more profitable than ON?

ARM leads on the comparable margin measures — gross margin 95.3% vs 37.4%; operating margin 17.3% vs 11.7%; roe 13% vs 8.4%.

What do the current signals say about ARM and ON?

ARM: 1 bullish / 2 bearish / 1 neutral, conflicted. ON: 2 bullish / 0 bearish / 1 neutral. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on ARM is Golden Cross Active (bullish, long horizon). On ON it is Golden Cross Active (bullish, long horizon).

Compare ARM and ON with others

How this comparison is scored

The Algovestiq AIQ Score composites four factors — Quality (30%), Value (30%), Momentum (25%) and Risk (15%). Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.

The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.

How to use side-by-side comparison →

This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.