Arm Holdings plc vs Fidelity National Information Servcs Inc — how do they compare? Arm Holdings plc trades at $274.44 (market cap $287.22B), while Fidelity National Information Servcs Inc trades at $41.96 (market cap $22.05B). The key difference: Arm Holdings plc is far larger — about 13× Fidelity National Information Servcs Inc's market cap, and Fidelity National Information Servcs Inc pays a 4.12% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | FIS | |
|---|---|---|
Market Cap | $287.22B | $22.05B |
Sector | Technology | Technology |
52-Week High | $439.46 | $72.77 |
52-Week Low | $104.55 | $37.72 |
Enterprise Value | $283.79B | $42.56B |
Dividend Yield | — | 4.12% |
Signals from Pluang's Aura AI — not financial advice
ARM trades at $273.29, up 2.03% with a bullish technical trend and strong support at $265. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.45 exceeding the $0.40 estimate. Revenue grew to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 274.42 remain elevated. Analyst sentiment is positive, with 70% buy ratings.
Outlook is supported by AI-driven demand and a $25B revenue target by FY31, but high valuation and smartphone market headwinds pose risks. The consensus price target is $329.80, implying potential upside, yet volatility from recent sell-offs requires caution for investors seeking growth amid premium multiples.
FIS trades at $41.64, down 2.05% today, with technical indicators showing bearish momentum despite attractive valuation metrics including a P/E of 6.57 and P/S of 1.82. The company reported Q2 2026 earnings of $1.48 per share, beating estimates, while lowering full-year guidance due to capital markets weakness. Recent developments include global expansion of Digital One Commercial platform and recognition as world's best treasury management software.
FIS presents a compelling value opportunity with strong banking solutions growth and improving cash flow, though near-term headwinds in capital markets create uncertainty. The stock trades at a discount to analyst consensus target of $50.18, with 58% of analysts maintaining buy ratings, suggesting potential upside if execution improves.
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 →Fidelity National Information Services' legacy operations provide core and payment processing services to banks, but its business has expanded over time. By acquiring Sungard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS now provides payment processing services for merchants and holds leading positions in the United States and United Kingdom. About a fourth of revenue is generated outside North America.
Read more on FIS →