Arm Holdings plc vs Essex Property Trust, Inc. — how do they compare? Arm Holdings plc trades at $270.46 (market cap $286.06B), while Essex Property Trust, Inc. trades at $282.11 (market cap $18.20B). The key difference: Arm Holdings plc is far larger — about 15.7× Essex Property Trust, Inc.'s market cap, and Essex Property Trust, Inc. pays a 3.66% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | ESS | |
|---|---|---|
Market Cap | $286.06B | $18.20B |
Sector | Technology | Real Estate |
52-Week High | $439.46 | $298.33 |
52-Week Low | $104.55 | $239.61 |
Enterprise Value | $282.64B | $24.80B |
Dividend Yield | — | 3.66% |
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.
ESS trades at $288.1, up 1.05% daily, with a neutral technical signal and support near $284. The stock shows strong profitability with a 21.48% net margin and recent Q2 2026 earnings miss on EPS but beat on FFO, leading to raised full-year guidance. Revenue growth is steady, reaching $1.89B in 2025, though net income declined to $670M from $742M in 2024.
Outlook is cautiously optimistic with a consensus price target of $305.86, implying ~6% upside. Risks include high debt levels (debt-to-asset ratio of 51.92% in 2024) and regional economic exposure. Analyst sentiment is mixed with 40% buy ratings, but institutional interest grew with Amundi increasing its stake in Q1 2026.
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 →Essex Property Trust owns a portfolio of 253 apartment communities with over 62,000 units and is developing three additional properties with 571 units. The company focuses on owning large, high-quality properties on the West Coast in the urban and suburban submarkets of Southern California, Northern California, and Seattle.
Read more on ESS →