AES Corp vs Arm Holdings plc — how do they compare? AES Corp trades at $14.72 (market cap $10.51B), while Arm Holdings plc trades at $272.29 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 27.2× AES Corp's market cap, and AES Corp pays a 4.78% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AES | ARM | |
|---|---|---|
Market Cap | $10.51B | $286.06B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $439.46 |
52-Week Low | $12.51 | $104.55 |
Enterprise Value | $40.77B | $282.64B |
Dividend Yield | 4.78% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.73, up 0.2% on the day, with a bullish technical signal supported by moving averages. The company reported strong profitability with a net income margin of 14.34% and ROE of 45.05% for 2025, though Q2 2026 EPS missed expectations. A pending $33.4 billion acquisition by a consortium led by Global Infrastructure Partners and EQT, approved by stockholders, dominates recent developments, alongside a consistent dividend payout.
The acquisition offers a near-term catalyst with a capped upside at the buyout price of $15 per share, presenting a low-risk arbitrage opportunity. Risks include deal completion uncertainty amid shareholder complaints and regulatory scrutiny. Analyst consensus is mixed with 43% buy ratings, reflecting cautious optimism tied to the acquisition's successful closure and the company's strategic shift toward renewable energy investments.
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
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →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 →