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 5.5× larger than Arm Holdings by market cap; Broadcom trades at the lower P/E (65.2 vs 385.9); year to date, Arm Holdings leads (+195.8% vs +15.6%).
Side by side
| ARM | AVGO | |
|---|---|---|
| Market cap | $349B | $1.9T |
| Price | $323.39 | $399.97 |
| Today | −1.4% | −0.3% |
| Return YTD | +195.8% | +15.6% |
| Return 1Y | +117.7% | +45.2% |
| P/E | 385.9 | 65.2 |
| P/S | 70.9 | 25.3 |
| P/B | 42.1 | 21.8 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
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 →BroadcomAVGO
Designs custom AI chips (ASICs) for hyperscalers — including Google's TPUs — as well as networking chips and infrastructure software (VMware).
Full AVGO profile →More comparisons in Chips & accelerators
See where ARM and AVGO sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →