Arm Holdings plc vs Unilever plc — how do they compare? Arm Holdings plc trades at $302.34 (market cap $345.41B), while Unilever plc trades at $61.39 (market cap $130.72B). The key difference: Arm Holdings plc is far larger — about 2.6× Unilever plc's market cap, and Unilever plc pays a 3.69% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | UL | |
|---|---|---|
Market Cap | $345.41B | $130.72B |
Sector | Technology | Consumer Staples |
52-Week High | $439.46 | $74.59 |
52-Week Low | $104.55 | $55.05 |
Enterprise Value | $342.26B | $156.17B |
Dividend Yield | — | 3.69% |
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.
Unilever (UL) trades at $61.72, up 1.2% with a bullish technical signal despite recent earnings misses. The company maintains strong profitability with 18.75% net margins and 53.32% ROE, though revenue declined to $60.76B in 2024. Recent developments include a transformative food business deal with McCormick and a $270M innovation center investment, positioning for future growth amid current headwinds.
UL presents a mixed outlook with strong brand power and cash flow generation offset by recent earnings disappointments and competitive pressures. The stock appears fairly valued at 20.93 P/E, with analyst consensus divided between growth potential from strategic initiatives and concerns about execution risks in a challenging consumer environment.
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 →Unilever is a diversified personal product (42% of 2021 sales by value), home care (20%), and packaged food (38%) company. Its brands include Knorr soups and sauces, Hellmann's mayonnaise, Lipton teas, Axe and Dove skin products, and the TRESemme haircare brand. The firm has been acquisitive in recent years
Read more on UL →