Arm Holdings plc vs Schlumberger NV — how do they compare? Arm Holdings plc trades at $269.95 (market cap $286.06B), while Schlumberger NV trades at $53.67 (market cap $78.96B). The key difference: Arm Holdings plc is far larger — about 3.6× Schlumberger NV's market cap, and Schlumberger NV pays a 2.22% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | SLB | |
|---|---|---|
Market Cap | $286.06B | $78.96B |
Sector | Technology | Energy |
52-Week High | $439.46 | $58.01 |
52-Week Low | $104.55 | $31.72 |
Enterprise Value | $282.64B | $87.68B |
Dividend Yield | — | 2.22% |
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.
SLB's stock trades at $50.53, down 1.96% over the past day, but maintains a bullish technical signal with strong moving average support. The company recently reported Q2 2026 earnings of $0.55 per share, beating estimates, and has a consensus analyst price target of $63.00. Revenue for 2025 was $35.71 billion, with a net income margin of 8.53% and a P/E ratio of 24.65.
The outlook for SLB is positive, driven by growth in offshore, digital, and production segments, though risks include Middle East volatility and net debt levels. With 85% of analysts rating it a buy and a dividend yield supported by recent payments, the stock presents a compelling opportunity for investors seeking energy sector exposure with solid fundamentals.
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 →Schlumberger is the largest oilfield service firm in the world, with expertise in myriad disciplines, including reservoir performance, well construction, production enhancement, and more recently, digital solutions. It maintains a reputation as one of the industry's leading innovators, which has earned it dominant share in numerous end markets.
Read more on SLB →