Arm Holdingsvs.Qualcomm
ARM vs QCOM · 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.
Arm Holdings is about 1.8× larger than Qualcomm by market cap; Qualcomm trades at the lower P/E (20.0 vs 385.9); year to date, Arm Holdings leads (+195.8% vs +10.6%).
Documented supply-chain link: Arm Holdings supplies Qualcomm.
Side by side
| ARM | QCOM | |
|---|---|---|
| Market cap | $349B | $198B |
| Price | $323.39 | $189.16 |
| Today | −1.4% | −1.0% |
| Return YTD | +195.8% | +10.6% |
| Return 1Y | +117.7% | +18.9% |
| P/E | 385.9 | 20.0 |
| P/S | 70.9 | 4.5 |
| P/B | 42.1 | 7.3 |
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 →QualcommQCOM
Leader in mobile chips and on-device AI — artificial intelligence that runs locally on phones and PCs rather than in the cloud.
Full QCOM profile →More comparisons in Chips & accelerators
See where ARM and QCOM sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →