Arm Holdings plc vs Expeditors International of Wshngtn Inc — how do they compare? Arm Holdings plc trades at $268.95 (market cap $286.06B), while Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.27B). The key difference: Arm Holdings plc is far larger — about 12.3× Expeditors International of Wshngtn Inc's market cap, and Expeditors International of Wshngtn Inc pays a 0.91% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | EXPD | |
|---|---|---|
Market Cap | $286.06B | $23.27B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $182.80 |
52-Week Low | $104.55 | $113.13 |
Enterprise Value | $282.64B | $22.80B |
Dividend Yield | — | 0.91% |
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.
EXPD trades at $178.71, up 0.08% on the day, with a bullish technical signal and strong recent earnings beats. The stock is near its pivot point of $179, with support at $177 and resistance at $181. Revenue grew to $11.07B in 2025, with net income of $810.33M and a robust ROE of 42.6%. Recent Q2 2026 EPS of $2.03 beat estimates by 20%, driven by airfreight and customs strength.
Outlook is mixed; strong profitability and earnings momentum support upside toward the $181.14 consensus target, but analyst sentiment is cautious with 63.6% Hold ratings. Risks include ocean freight contraction and unsustainable growth from tariff policies. The stock offers a dividend but faces macroeconomic 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 →Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →