Arm Holdings plc vs JPMorgan Chase & Co — how do they compare? Arm Holdings plc trades at $273.49 (market cap $286.06B), while JPMorgan Chase & Co trades at $361.85 (market cap $956.39B). The key difference: JPMorgan Chase & Co is far larger — about 3.3× Arm Holdings plc's market cap, and JPMorgan Chase & Co pays a 1.67% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | JPM | |
|---|---|---|
Market Cap | $286.06B | $956.39B |
Sector | Technology | Financials |
52-Week High | $439.46 | $362.04 |
52-Week Low | $104.55 | $282.84 |
Enterprise Value | $282.64B | — |
Volume | — | 10,479,943 |
Dividend Yield | — | 1.67% |
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.
JPMorgan Chase (JPM) trades at $359.79, up 0.63% today, with a bullish technical signal from moving averages and a consensus analyst price target of $374.18. Recent earnings show a Q2 2026 beat ($7.59 actual vs. $5.59 expected), though Q4 2025 missed estimates. Revenue grew to $181.85B in 2025, with a net income margin of 33.38% and ROE of 18.43%, but cash flow trends remain volatile with negative net cash flow in 2025.
The outlook is positive with strong profitability and analyst support, but risks include geopolitical tensions affecting oil markets and cybersecurity threats from AI advancements. The stock offers upside to the price target, yet investors should monitor cash flow stability and macroeconomic headwinds highlighted by CEO Jamie Dimon's recent warnings.
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 →JPMorgan Chase & Co. provides global financial services and retail banking. The Company provides services such as investment banking, treasury and securities services, asset management, private banking, card member services, commercial banking, and home finance. JP Morgan Chase serves business enterprises, institutions, and individuals.
Read more on JPM →