Arm Holdings plc vs Intuit Inc. — how do they compare? Arm Holdings plc trades at $273.62 (market cap $286.06B), while Intuit Inc. trades at $332.01 (market cap $91.48B). The key difference: Arm Holdings plc is far larger — about 3.1× Intuit Inc.'s market cap, and Intuit Inc. pays a 1.44% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | INTU | |
|---|---|---|
Market Cap | $286.06B | $91.48B |
Sector | Technology | Technology |
52-Week High | $439.46 | $717.21 |
52-Week Low | $104.55 | $255.07 |
Enterprise Value | $282.64B | $89.94B |
Dividend Yield | — | 1.44% |
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.
Intuit (INTU) trades at $336.44, up 3.44% today, with a bullish technical signal and strong earnings beats in recent quarters. Revenue grew to $18.83B in 2025, with a net income margin of 20.54%, while analyst consensus is a Buy with a $401 price target. However, recent news highlights a 20% stock drop and securities fraud investigations related to TurboTax pricing issues, creating near-term uncertainty.
The outlook is mixed: strong fundamentals and AI-driven growth in financial software support upside, but legal risks and investor sentiment pressure pose challenges. Valuation metrics like a P/E of 20.4 appear reasonable if execution continues, yet volatility may persist until legal concerns resolve.
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 →Intuit is a provider of small-business accounting software (QuickBooks), personal tax solutions (TurboTax), and professional tax offerings (Lacerte). Founded in the mid-1980s, Intuit controls the majority of U.S. market share for small-business accounting and DIY tax-filing software.
Read more on INTU →