Arm Holdings plc vs Walt Disney Co — how do they compare? Arm Holdings plc trades at $304.36 (market cap $345.41B), while Walt Disney Co trades at $97.25 (market cap $166.05B). The key difference: Arm Holdings plc is far larger — about 2.1× Walt Disney Co's market cap, and Walt Disney Co pays a 1.57% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | DIS | |
|---|---|---|
Market Cap | $345.41B | $166.05B |
Sector | Technology | Media |
52-Week High | $439.46 | $122.94 |
52-Week Low | $104.55 | $92.40 |
Enterprise Value | $342.26B | $207.72B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.57% |
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.
Disney (DIS) trades at $95.63, down 0.55% on the day, with technical indicators signaling a bearish trend amid neutral oscillators. The company shows strong fundamentals with revenue growth to $94.43B in 2025 and net income surging to $12.40B, supported by consistent earnings beats. Recent news highlights advertising opportunities with major events in 2027 but also notes box office challenges for new releases.
Outlook remains positive given analyst consensus price target of $131.89 and 61.9% buy ratings, though risks include regulatory disputes with the FCC and content performance volatility. The stock presents a valuation opportunity with a P/E of 15.3 below industry averages, but investors should monitor debt levels and competitive pressures.
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →