Price movement over the last 24 hours
Arm Holdings plc vs British American Tobacco PLC — how do they compare? Arm Holdings plc trades at $315.4 (market cap $345.41B), while British American Tobacco PLC trades at $59 (market cap $127.15B). The key difference: Arm Holdings plc is far larger — about 2.7× British American Tobacco PLC's market cap, and British American Tobacco PLC pays a 5.56% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BTI | |
|---|---|---|
Market Cap | $345.41B | $127.15B |
Sector | Technology | Consumer Staples |
52-Week High | $439.46 | $66.70 |
52-Week Low | $104.55 | $50.39 |
Enterprise Value | $342.26B | $168.38B |
Dividend Yield | — | 5.56% |
Signals from Pluang's Aura AI — not financial advice
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
British American Tobacco (BTI) trades at $60.02, down 1.4% on the day, with a bearish technical signal from moving averages. The company shows strong profitability with a net income margin of 30.32% and a P/E ratio of 13.02, indicating potential undervaluation. Recent earnings have mostly beaten expectations, and the firm maintains a robust dividend, with two $0.83 payouts scheduled for H2 2026. However, 2023 saw a significant net loss, and 2025 cash flow is projected negative, highlighting volatility.
BTI offers a compelling value proposition with high margins and analyst support (66.7% buy ratings), but faces headwinds from regulatory pressures, declining cigarette volumes, and restructuring costs. The stock's outlook balances income appeal against sector-specific risks, requiring careful monitoring of its transition to smoke-free products and debt management.
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 →