Price movement over the last 24 hours
Arm Holdings plc vs S&P Global Inc — how do they compare? Arm Holdings plc trades at $316.95 (market cap $345.41B), while S&P Global Inc trades at $432.58 (market cap $127.43B). The key difference: Arm Holdings plc is far larger — about 2.7× S&P Global Inc's market cap, and S&P Global Inc pays a 0.9% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | SPGI | |
|---|---|---|
Market Cap | $345.41B | $127.43B |
Sector | Technology | Financials |
52-Week High | $439.46 | $534.79 |
52-Week Low | $104.55 | $370.42 |
Enterprise Value | $342.26B | $139.39B |
Dividend Yield | — | 0.9% |
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.
S&P Global (SPGI) trades at $430.50, down 0.57% today, with strong fundamentals including 30.36% net income margin and consistent earnings beats. The technical outlook is bullish with support at $426 and resistance at $436. Recent corporate actions include the spin-off of Mobility Global and upcoming Q2 2026 earnings on July 28, 2026.
Outlook remains positive with 85.7% analyst buy ratings and a $531.56 consensus price target implying 23% upside. Risks include interest rate sensitivity and integration of new operating models. Revenue growth and margin expansion support long-term value.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →