Arm Holdingsvs.Seagate
ARM vs STX · 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 Seagate by market cap; Seagate trades at the lower P/E (55.3 vs 301.1); year to date, Seagate leads (+193.2% vs +176.8%).
Side by side
| ARM | STX | |
|---|---|---|
| Market cap | $314B | $176B |
| Price | $275.29 | $774.83 |
| Today | −6.5% | −4.1% |
| Return YTD | +176.8% | +193.2% |
| Return 1Y | +93.7% | +258.9% |
| Since June 26, 2026 | −17.6% | −13.9% |
| P/E | 301.1 | 55.3 |
| P/S | 61.0 | 14.4 |
| P/B | 36.4 | 81.3 |
Data as of 2026-10-08 · 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 →SeagateSTX
No one ships more hard drives. The HAMR-based Mozaic platform lifts capacity per drive sharply as cloud and AI data pile up.
Full STX profile →More ARM & STX comparisons
Other head-to-heads in the Chips & accelerators segment.