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 6.9× larger than Arm Holdings by market cap; Broadcom trades at the lower P/E (68.4 vs 278.1); year to date, Arm Holdings leads (+118.4% vs +3.7%).
Side by side
| ARM | AVGO | |
|---|---|---|
| Market cap | $290B | $2T |
| Price | $241.56 | $356.74 |
| Today | +1.2% | −0.6% |
| Return YTD | +118.4% | +3.7% |
| Return 1Y | +73.1% | +22.0% |
| P/E | 278.1 | 68.4 |
| P/S | 56.3 | 26.6 |
| P/B | 33.6 | 22.9 |
Data as of 2026-08-26 · updates daily after U.S. close
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.