ARM vs TXN
Arm Holdings plc and Texas Instruments, both Technology
Arm Holdings plc is the larger company at $469B against $294B. On trailing earnings TXN is the cheaper of the two at a P/E of 39.9 against 296.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year ARM returned +86% against +44% for TXN. Ryufin's sector-relative Smart Score puts TXN ahead, 7/10 against 5/10.
| Figure | ARM | TXN |
|---|---|---|
| Last close | $252 | $262 |
| Market cap | $469B | $294B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 296.5 | 39.9 |
| Dividend yield | n/a | 2.1% |
| 1-year return | +86% | +44% |
| 5-year return | n/a | +57% |
| Ryufin Smart Scoresector-relative, 1–10 | 5/10 | 7/10 |
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 US, 37% of the disclosed total.
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