Arm Holdings plc vs ResMed Inc. — how do they compare? Arm Holdings plc trades at $313.61 (market cap $345.41B), while ResMed Inc. trades at $198.79 (market cap $29.57B). The key difference: Arm Holdings plc is far larger — about 11.7× ResMed Inc.'s market cap, and ResMed Inc. pays a 1.18% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | RMD | |
|---|---|---|
Market Cap | $345.41B | $29.57B |
Sector | Technology | Health |
52-Week High | $439.46 | $293.73 |
52-Week Low | $104.55 | $182.82 |
Enterprise Value | $342.26B | $28.76B |
Dividend Yield | — | 1.18% |
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.
ResMed (RMD) trades at $203.87, down 2.2% today, but maintains strong fundamentals with consistent earnings beats and robust profitability. The company recently sold its MatrixCare business for $490 million to sharpen focus on core sleep and respiratory care markets. Technical indicators show a bullish trend with support at $202, while fundamentals reveal impressive 27.4% net margins and steady revenue growth from $5.15B in 2025 to projected $5.5B in 2026.
RMD presents a compelling investment case with 28% upside to analyst consensus target of $254.57, supported by strong cash flow generation and strategic business optimization. Key risks include competitive pressures in the sleep apnea market and potential market share challenges from new pharmaceutical treatments. The balanced analyst coverage (15 Buy, 15 Hold, 5 Sell) suggests cautious optimism amid the company's solid execution and growth trajectory.
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 →ResMed is one of the largest respiratory care device companies globally, primarily developing and supplying flow generators, masks and accessories for the treatment of sleep apnea. Increasing diagnosis of sleep apnea combined with ageing populations and increasing prevalence of obesity is resulting in a structurally growing market. The company earns roughly two thirds of its revenue in the Americas and the balance across other regions dominated by Europe, Japan and Australia. Recent developments and acquisitions have focused on digital health as ResMed is aiming to differentiate itself through the provision of clinical data for use by the patient, medical care advisor and payer in the out-of-hospital setting.
Read more on RMD →