Alcon AG vs Arm Holdings plc — how do they compare? Alcon AG trades at $75 (market cap $35.19B), while Arm Holdings plc trades at $270.66 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 8.1× Alcon AG's market cap, and Alcon AG pays a 0.49% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ALC | ARM | |
|---|---|---|
Market Cap | $35.19B | $286.06B |
Sector | Health | Technology |
52-Week High | $90.12 | $439.46 |
52-Week Low | $62.02 | $104.55 |
Enterprise Value | $39.03B | $282.64B |
Dividend Yield | 0.49% | — |
Signals from Pluang's Aura AI — not financial advice
ALC trades at $71.81, up 3.26% today, with a bullish technical signal supported by moving averages and ADX indicators. The company reported Q2 2026 EPS of $0.84, beating estimates, and raised its profit guidance on August 11, 2026, citing strong product launches. Revenue grew to $10.4B in 2025, though net income margin dipped to 9.42%. Valuation ratios include a P/E of 43 and P/S of 3.34, reflecting premium pricing.
Outlook is positive with analyst consensus at 54% buy ratings and a 27.8% upside target, but risks include margin pressure and high debt. The stock offers growth potential from innovation but faces competitive and macroeconomic headwinds.
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
Alcon, headquartered in Fort Worth, Texas, is the global eyecare leader with a diverse portfolio in ophthalmology including contact lenses, eye drops, surgical equipment, and related surgical products. Novartis purchased Alcon from Nestle in 2010 and, following nine years as a Novartis subsidiary, the company was spun off as a public company in April 2019. The company reports five distinct segments: implantables (16% of revenue), consumables (31%), equipment (9%), contact lenses (27%), and ocular health (17%). The company is geographically diversified, with only about 40% of revenue from the U.S. market, and the firm has a strong presence in the European Union and Japan.
Read more on ALC →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 →