AMDvs.Arm Holdings
AMD vs ARM · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
AMD is about 2.7× larger than Arm Holdings by market cap; AMD trades at the lower P/E (123.3 vs 278.1); year to date, Arm Holdings leads (+118.4% vs +113.3%).
Side by side
| AMD | ARM | |
|---|---|---|
| Market cap | $793B | $290B |
| Price | $479.18 | $241.56 |
| Today | +4.9% | +1.2% |
| Return YTD | +113.3% | +118.4% |
| Return 1Y | +172.3% | +73.1% |
| P/E | 123.3 | 278.1 |
| P/S | 19.2 | 56.3 |
| P/B | 11.8 | 33.6 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AMDAMD
The MI series is the closest thing Nvidia has to a direct rival in AI GPUs. AMD also ships EPYC processors for servers and Ryzen for PCs.
Full AMD profile →Arm HoldingsARM
Licensing, not manufacturing: the CPU architectures and instruction sets (Cortex, Neoverse) that nearly every mobile and server chip is built around come from Arm, which takes a royalty on each chip produced.
Full ARM profile →More AMD & ARM comparisons
Other head-to-heads in the Chips & accelerators segment.