Arm shares fell 36.84% over the past month to $194.22, while Qualcomm traded at $167.07 and pays a quarterly dividend. The article says Qualcomm is far cheaper, at about 32 times earnings and a 7.30% free cash flow yield, versus about 239 times and 0.45% for Arm. Qualcomm yields about 2.17%, while Arm pays no dividend. Arm's fiscal Q1 2027 revenue rose 22% to $1.29 billion, whereas Qualcomm's fiscal Q3 revenue fell 4.0% to $9.95 billion as handset revenue dropped 20%, though automotive grew 61%. The article concludes Qualcomm fits a retiree's profile better, while Arm suits investors decades from retirement who can tolerate large declines.
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