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 2.6× larger than Arm Holdings by market cap; AMD trades at the lower P/E (180.6 vs 385.9); year to date, Arm Holdings leads (+195.8% vs +160.5%).
Side by side
| AMD | ARM | |
|---|---|---|
| Market cap | $905B | $349B |
| Price | $557.89 | $323.39 |
| Today | +2.0% | −1.4% |
| Return YTD | +160.5% | +195.8% |
| Return 1Y | +287.0% | +117.7% |
| P/E | 180.6 | 385.9 |
| P/S | 24.1 | 70.9 |
| P/B | 14.0 | 42.1 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
AMDAMD
Nvidia's closest challenger on AI GPUs (MI series) and a major supplier of CPUs for servers and PCs.
Full AMD profile →Arm HoldingsARM
Designs the chip architectures and instruction sets licensed into nearly every mobile and server chip — earning royalties per chip produced.
Full ARM profile →More comparisons in Chips & accelerators
See where AMD and ARM sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →