Arm Holdings plc vs British American Tobacco PLC — how do they compare? Arm Holdings plc trades at $273 (market cap $287.22B), while British American Tobacco PLC trades at $57.23 (market cap $122.36B). The key difference: Arm Holdings plc is far larger — about 2.3× British American Tobacco PLC's market cap, and British American Tobacco PLC pays a 5.88% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BTI | |
|---|---|---|
Market Cap | $287.22B | $122.36B |
Sector | Technology | Consumer Staples |
52-Week High | $439.46 | $66.70 |
52-Week Low | $104.55 | $50.39 |
Enterprise Value | $283.79B | $166.31B |
Dividend Yield | — | 5.88% |
Signals from Pluang's Aura AI — not financial advice
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.
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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 →Following the acquisition of Reynolds American, British American Tobacco is neck-and-neck with Philip Morris International to be the largest listed global tobacco company--slightly larger than PMI on net revenue, but slightly smaller on total tobacco volume. British American's Global Drive Brands are Dunhill, Kent, Pall Mall, Lucky Strike, and Rothmans, and it also owns Newport and Camel in the U.S. The firm also sells vapor e-cigarettes, including its Vype brand, heated tobacco, with Glo, as well as roll- your-own and smokeless tobacco products. The company holds 31% of ITC Limited, the leading Indian cigarette-maker.
Read more on BTI →