Arm Holdings plc vs GXO Logistics Inc — how do they compare? Arm Holdings plc trades at $298 (market cap $345.41B), while GXO Logistics Inc trades at $48.83 (market cap $5.82B). The key difference: Arm Holdings plc is far larger — about 59.3× GXO Logistics Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, GXO Logistics Inc nearer its low. Which is the better fit depends on your goals.
| ARM | GXO | |
|---|---|---|
Market Cap | $345.41B | $5.82B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $65.59 |
52-Week Low | $104.55 | $45.52 |
Enterprise Value | $342.26B | $10.99B |
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.
GXO Logistics trades at $50.61, down 2.15% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported strong earnings beats in recent quarters and holds a low P/S ratio of 0.43. Recent news highlights new partnership renewals and expansion in Europe, supporting growth prospects.
Wall Street analysts are overwhelmingly bullish with an 88.89% buy rating and a $69.33 consensus price target, implying significant upside. Key risks include competitive pressures from Amazon and reliance on retail clients, but improving profit margins and a record sales pipeline provide a positive fundamental outlook.
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 →GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →