Arm Holdings plc vs Bristol-Myers Squibb Co — how do they compare? Arm Holdings plc trades at $274.01 (market cap $287.22B), while Bristol-Myers Squibb Co trades at $63.82 (market cap $129.94B). The key difference: Arm Holdings plc is far larger — about 2.2× Bristol-Myers Squibb Co's market cap, and Bristol-Myers Squibb Co pays a 3.96% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BMY | |
|---|---|---|
Market Cap | $287.22B | $129.94B |
Sector | Technology | Health |
52-Week High | $439.46 | $65.89 |
52-Week Low | $104.55 | $42.60 |
Enterprise Value | $283.79B | $163.92B |
Dividend Yield | — | 3.96% |
Signals from Pluang's Aura AI — not financial advice
ARM trades at $273.29, up 2.03% with a bullish technical trend and strong support at $265. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.45 exceeding the $0.40 estimate. Revenue grew to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 274.42 remain elevated. Analyst sentiment is positive, with 70% buy ratings.
Outlook is supported by AI-driven demand and a $25B revenue target by FY31, but high valuation and smartphone market headwinds pose risks. The consensus price target is $329.80, implying potential upside, yet volatility from recent sell-offs requires caution for investors seeking growth amid premium multiples.
Bristol Myers Squibb (BMY) trades at $63.83, down 1.56% today, with strong technical bullish signals and consistent earnings beats. The stock shows robust fundamentals with a 14.01 P/E ratio, 18.87% net margin, and recent $2.3 billion manufacturing investment. Analyst consensus leans neutral with a $68.56 price target, while technical indicators suggest bullish momentum with key support at $63.
BMY presents a balanced opportunity with strong profitability and growth pipeline offset by patent expiration risks. The stock's current valuation appears reasonable with upside potential to analyst targets, though investors should monitor debt levels and competitive pressures in the pharmaceutical sector.
Trailing returns across standard periods
Latest headlines on both assets
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 →Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
Read more on BMY →