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 3.2× larger than Arm Holdings by market cap; AMD trades at the lower P/E (156.9 vs 301.1); year to date, AMD leads (+201.6% vs +176.8%).
Side by side
| AMD | ARM | |
|---|---|---|
| Market cap | $1T | $314B |
| Price | $620.68 | $275.29 |
| Today | −3.9% | −6.5% |
| Return YTD | +201.6% | +176.8% |
| Return 1Y | +205.4% | +93.7% |
| Since June 26, 2026 | +19.0% | −17.6% |
| P/E | 156.9 | 301.1 |
| P/S | 24.4 | 61.0 |
| P/B | 15.0 | 36.4 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.