American Electric Power Company Inc vs Arm Holdings plc — how do they compare? American Electric Power Company Inc trades at $123.69 (market cap $66.87B), while Arm Holdings plc trades at $269 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 4.3× American Electric Power Company Inc's market cap, and American Electric Power Company Inc pays a 3.09% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AEP | ARM | |
|---|---|---|
Market Cap | $66.87B | $286.06B |
Sector | Utilities | Technology |
52-Week High | $138.69 | $439.46 |
52-Week Low | $106.44 | $104.55 |
Enterprise Value | $119.77B | $282.64B |
Dividend Yield | 3.09% | — |
Signals from Pluang's Aura AI — not financial advice
American Electric Power (AEP) trades at $125.73, up 0.38% on the day, with a bearish technical signal but strong analyst support. Recent Q2 2026 earnings missed estimates at $1.36 per share versus $1.48 expected, though the company raised full-year 2026 operating EPS guidance to $6.25–$6.55, reflecting confidence in AI-driven power demand growth. Fundamentals show robust revenue growth to $21.88B in 2025 and a net income margin of 13.78%, supported by a $78 billion capital plan.
The outlook remains positive due to contracted load growth and infrastructure investments, but risks include execution of large capital expenditures and interest rate sensitivity. With a consensus price target of $140.89 and no sell ratings, Wall Street sentiment is bullish, though technical indicators suggest near-term caution amid bearish moving averages.
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
American Electric Power is one of the largest regulated utilities in the United States, providing electricity generation, transmission, and distribution to more than 5 million customers in 11 states. About 43% of AEP's of capacity is coal, with the remainder from a mix of natural gas (27%), renewable energy and hydro (19%), nuclear (7%), and demand response (4%). Vertically integrated utilities, transmission and distribution, and generation and marketing support earnings.
Read more on AEP →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 →