Aptiv PLC vs Arm Holdings plc — how do they compare? Aptiv PLC trades at $50.33 (market cap $10.34B), while Arm Holdings plc trades at $268.53 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 27.7× Aptiv PLC's market cap, and Arm Holdings plc is trading nearer its 52-week high, Aptiv PLC nearer its low. Which is the better fit depends on your goals.
| APTV | ARM | |
|---|---|---|
Market Cap | $10.34B | $286.06B |
Sector | Consumer Cyclical | Technology |
52-Week High | $76.82 | $439.46 |
52-Week Low | $46.30 | $104.55 |
Enterprise Value | $15.27B | $282.64B |
Signals from Pluang's Aura AI — not financial advice
APTV stock trades at $49.55, up 7.02% in the last session, but remains under bearish technical pressure with support at $48 and resistance at $50. The company reported Q2 2026 EPS of $1.63, beating estimates, but lowered full-year guidance due to weak China demand. Revenue grew 2% year-over-year to $20.4B in 2025, though net margins compressed to 1.07%.
The outlook is mixed: strong analyst buy consensus (63.6%) and a $70.09 price target suggest upside, but technical weakness, margin pressures, and China exposure pose near-term risks. Earnings beats highlight operational strength, but investors face volatility from guidance cuts and competitive 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
Aptiv's signal and power solutions segment supplies components and systems that make up a vehicle's electrical system backbone, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The advanced safety and user experience segment provides body controls, infotainment and connectivity systems, passive and active safety electronics, advanced driver-assist technologies, and displays, as well as the development of software for these systems. Aptiv's largest customer is General Motors at roughly 12% of 2021 revenue, including sales to GM's Shanghai joint venture, followed by Stellantis at 11%, and Volkswagen at 9%. North America and Europe represented approximately 38% and 33% of total 2019 revenue, respectively.
Read more on APTV →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 →