Arm Holdingsvs.Broadcom
ARM vs AVGO · 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.
Broadcom is about 5.9× larger than Arm Holdings by market cap; Broadcom trades at the lower P/E (45.2 vs 281.6); year to date, Arm Holdings leads (+169.3% vs +4.1%).
Side by side
| ARM | AVGO | |
|---|---|---|
| Market cap | $294B | $1.7T |
| Price | $266.28 | $361.54 |
| Today | −3.3% | +0.4% |
| Return YTD | +169.3% | +4.1% |
| Return 1Y | +84.7% | +4.2% |
| Since June 26, 2026 | −20.3% | −1.0% |
| P/E | 281.6 | 45.2 |
| P/S | 57.0 | 19.4 |
| P/B | 34.1 | 17.4 |
Data as of 2026-10-09 · 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
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 →BroadcomAVGO
Custom silicon designed to order: Broadcom builds AI ASICs to hyperscalers' own specifications, Google's TPUs among them. Tomahawk and Jericho chips move the network traffic, and VMware supplies the infrastructure software.
Full AVGO profile →More ARM & AVGO comparisons
Other head-to-heads in the Chips & accelerators segment.