Arm Holdings plc vs Tapestry, Inc. — how do they compare? Arm Holdings plc trades at $274 (market cap $286.06B), while Tapestry, Inc. trades at $161 (market cap $33.29B). The key difference: Arm Holdings plc is far larger — about 8.6× Tapestry, Inc.'s market cap, and Tapestry, Inc. pays a 0.97% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | TPR | |
|---|---|---|
Market Cap | $286.06B | $33.29B |
Sector | Technology | Consumer Cyclical |
52-Week High | $439.46 | $164.78 |
52-Week Low | $104.55 | $95.69 |
Enterprise Value | $282.64B | $36.15B |
Dividend Yield | — | 0.97% |
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
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