Arm Holdings plc vs NRG Energy Inc — how do they compare? Arm Holdings plc trades at $273.4 (market cap $286.06B), while NRG Energy Inc trades at $120.85 (market cap $24.83B). The key difference: Arm Holdings plc is far larger — about 11.5× NRG Energy Inc's market cap, and NRG Energy Inc pays a 1.61% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NRG | |
|---|---|---|
Market Cap | $286.06B | $24.83B |
Sector | Technology | Utilities |
52-Week High | $439.46 | $184.03 |
52-Week Low | $104.55 | $117.04 |
Enterprise Value | $282.64B | $48.79B |
Dividend Yield | — | 1.61% |
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.
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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 →NRG Energy is one of the largest retail energy providers in the U.S., with 7 million customers, including its 2021 acquisition of Direct Energy. It also is one of the largest U.S. independent power producers, with 16 gigawatts of nuclear, coal, gas, and oil power generation capacity primarily in Texas. Since 2018, NRG has divested its 47% stake in NRG Yield, among other renewable energy and conventional generation investments. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Read more on NRG →