AGCO Corporation vs Arm Holdings plc — how do they compare? AGCO Corporation trades at $102.25 (market cap $7.06B), while Arm Holdings plc trades at $274.41 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 40.5× AGCO Corporation's market cap, and AGCO Corporation pays a 1.19% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AGCO | ARM | |
|---|---|---|
Market Cap | $7.06B | $286.06B |
Sector | Industrials | Technology |
52-Week High | $140.49 | $439.46 |
52-Week Low | $100.14 | $104.55 |
Enterprise Value | $9.33B | $282.64B |
Dividend Yield | 1.19% | — |
Signals from Pluang's Aura AI — not financial advice
AGCO trades at $102.83, up 1.18% on the day, but faces bearish technical signals with the stock trading near key support at $102. The agricultural equipment manufacturer reported mixed Q2 2026 results, missing earnings estimates but maintaining a solid balance sheet with $612 million in cash. Recent leadership changes and multiple securities investigations create uncertainty, though the company's valuation remains attractive with a P/E of 14.22 and P/S of 0.73.
While AGCO's fundamentals show resilience with positive cash flow and reasonable valuation, near-term headwinds from weaker industry conditions and legal scrutiny present significant risks. The 37.9% analyst buy rating and $124.63 price target suggest potential upside, but investors should weigh the bearish technical outlook against the company's long-term positioning in precision agriculture.
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
Agco is a global manufacturer of agricultural equipment. The company has five principal brands: Fendt, Massey Ferguson, Challenger, Valtra, and GSI. Unlike its competitors, Agco's product line extends beyond self-propelled equipment and implements by offering grain handling systems and livestock management solutions. Its products are available through a global dealer network, which includes over 3,200 dealer and distribution locations. Additionally, Agco offers both retail and wholesale financing to customers through its joint venture with Rabobank, a European food and agriculture focused bank.
Read more on AGCO →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 →