$ARM Holdings Ltd(ARM)$

This is just one metric. Look at the size of DIS mkt cap. relative to ARM. It about double. DIS has revenue based off of their IP, as does ARM. Now look at the level of cash DIS carries, it's U$7.2 Billion. ARM has only $2.4 Billion. But what's significant about this metric is that DIS carries $47.7 Billion in debt while ARM only has 221 Million in debt.

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  • I agree that market cap and revenue are important metrics to consider.
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