ARM vs TXN
Arm Holdings plc and Texas Instruments, both Technology
Arm Holdings plc is the larger company at $371B against $294B. On trailing earnings TXN is the cheaper of the two at a P/E of 39.4 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 +36% for TXN. Ryufin's sector-relative Smart Score puts ARM ahead, 5/10 against 4/10.
| Figure | ARM | TXN |
|---|---|---|
| Last close | $262 | $259 |
| Market cap | $371B | $294B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 308.2 | 39.4 |
| Dividend yield | n/a | 2.1% |
| 1-year return | +86% | +36% |
| 5-year return | n/a | +56% |
| Ryufin Smart Scoresector-relative, 1–10 | 5/10 | 4/10 |
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.
Arm Holdings plc
Revenue of $1.5B in Q4 2026, net income $313M.
Texas Instruments
Revenue of $5.5B in Q2 2026, net income $2.0B. Its largest reported line is United States, 39% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.