Arm Holdings plc vs Huntington Ingalls Industries Inc — how do they compare? Arm Holdings plc trades at $274.12 (market cap $287.22B), while Huntington Ingalls Industries Inc trades at $328.46 (market cap $12.92B). The key difference: Arm Holdings plc is far larger — about 22.2× Huntington Ingalls Industries Inc's market cap, and Huntington Ingalls Industries Inc pays a 1.68% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | HII | |
|---|---|---|
Market Cap | $287.22B | $12.92B |
Sector | Technology | Technology |
52-Week High | $439.46 | $453.73 |
52-Week Low | $104.55 | $265.40 |
Enterprise Value | $283.79B | $15.84B |
Dividend Yield | — | 1.68% |
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.
HII trades at $328.43, down 0.72% today, with a bullish technical signal supported by moving averages. The company reported strong Q2 2026 results, beating EPS estimates with $5.27 versus $3.79 expected, and revenue growth of 10.9%. Recent news includes a $2.2 billion contract award for surveillance and intelligence capabilities, enhancing its defense portfolio. Valuation ratios show a P/E of 19.53 and P/S of 0.98, indicating reasonable pricing relative to earnings and sales.
Outlook is positive due to contract wins and operational improvements, but risks include political headwinds and execution challenges. Analyst consensus price target is $359.67, suggesting 9.5% upside. Investment opportunity lies in margin expansion from submarine contracts, while monitoring defense budget volatility is key.
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 →Huntington Ingalls is the largest military shipbuilder in the U.S. and a provider of professional services to government and industry partners, specializing in nuclear-powered submarines and aircraft carriers.
Read more on HII →