ADI vs ARM
Analog Devices and Arm Holdings plc, both Technology
Arm Holdings plc is the larger company at $371B against $212B. On trailing earnings ADI is the cheaper of the two at a P/E of 43.1 against 308.2, a gap that is only a bargain if the two are growing at similar rates. Over the past year ARM returned +86% against +59% for ADI. Ryufin's sector-relative Smart Score puts ADI ahead, 6/10 against 5/10.
| Figure | ADI | ARM |
|---|---|---|
| Last close | $363 | $262 |
| Market cap | $212B | $371B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 43.1 | 308.2 |
| Dividend yield | 1.1% | n/a |
| 1-year return | +59% | +86% |
| 5-year return | +131% | n/a |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 5/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Analog Devices
Revenue of $4.0B in Q3 2026, net income $1.3B. Its largest reported line is Reportable, 50% of the disclosed total.
Arm Holdings plc
Revenue of $1.5B in Q4 2026, net income $313M.
Open these two in the interactive comparison to add more names, change the period or see the correlation.