Aecom vs Arm Holdings plc — how do they compare? Aecom trades at $67.13 (market cap $9.42B), while Arm Holdings plc trades at $270.42 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 30.4× Aecom's market cap, and Aecom pays a 1.62% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ACM | ARM | |
|---|---|---|
Market Cap | $9.42B | $286.06B |
Sector | Industrials | Technology |
52-Week High | $134.35 | $439.46 |
52-Week Low | $66.86 | $104.55 |
Enterprise Value | $11.60B | $282.64B |
Dividend Yield | 1.62% | — |
Signals from Pluang's Aura AI — not financial advice
ACM trades at $75.84, up 1.21% daily, with a bullish technical signal from moving averages and ADX indicators. Recent Q2 2026 earnings missed expectations with a loss of $0.50 per share, though revenue trends remain stable near $16 billion annually. The company secured new infrastructure projects in Australia and Portugal, supporting a record backlog. Valuation metrics show a P/E of 15.83 and P/S of 0.63, below sector averages, indicating potential undervaluation.
Outlook is mixed: strong analyst consensus (64% buy) and a $99.20 price target suggest 31% upside, but Q2 miss and rising debt-to-asset ratio (22.61% in 2025) pose risks. Investors should weigh robust contract wins against earnings volatility and macroeconomic pressures on infrastructure spending.
ARM stock trades at $282.57, down 1.43% over 24 hours, with a bullish technical outlook supported by moving averages and key support at $272. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 beating the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation multiples remain elevated with a P/E of 273.32.
The outlook is positive due to AI-driven growth in licensing and royalties, with management targeting $25B revenue by FY31. However, risks include stretched valuation, smartphone market headwinds, and execution challenges. Analyst consensus is bullish with a $329.80 price target, suggesting 17% upside from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Aecom is one of the largest global providers of design, engineering, construction, and management services. The firm serves a broad spectrum of end markets including infrastructure, water, transportation, and energy. Based in Los Angeles, Aecom has a presence in over 150 countries and employs 51,000. The company generated $13.3 billion in sales and $701 million in adjusted operating income in fiscal 2021.
Read more on ACM →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →