Price movement over the last 24 hours
Arm Holdings plc vs Vale SA — how do they compare? Arm Holdings plc trades at $314.68 (market cap $345.41B), while Vale SA trades at $14.46 (market cap $60.94B). The key difference: Arm Holdings plc is far larger — about 5.7× Vale SA's market cap, and Vale SA pays a 8.7% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | VALE | |
|---|---|---|
Market Cap | $345.41B | $60.94B |
Sector | Technology | Basic Materials |
52-Week High | $439.46 | $17.82 |
52-Week Low | $104.55 | $9.53 |
Enterprise Value | $342.26B | $77.86B |
Dividend Yield | — | 8.7% |
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.
VALE trades at $14.46, up 1.69% with mixed earnings performance including a Q3 2025 beat but recent misses. Technical indicators show bearish momentum with oversold RSI signals. The company maintains solid cash flow generation ($2.42B net in 2025) despite declining profit margins from 42.85% in 2022 to 6.12% in 2025. Recent news highlights $2.56B decarbonization investments and governance developments.
VALE presents a cautious opportunity with analyst consensus at $17.50 (21% upside) but faces margin compression and debt increases. The stock's value proposition hinges on commodity price recovery and successful execution of efficiency initiatives amid competitive and macroeconomic pressures.
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 →Vale is the world's largest iron ore miner and one of the largest diversified miners, along with BHP and Rio Tinto. Earnings are dominated by the bulk materials division, primarily iron ore and iron ore pellets, with minor contributions from iron ore proxies, including manganese and coal. The base metals division is much smaller, primarily consisting of nickel mines and smelters with a small contribution from copper.
Read more on VALE →