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 1.4× larger than Seagate by market cap; Seagate trades at the lower P/E (65.6 vs 278.1); year to date, Seagate leads (+188.6% vs +118.4%).
Side by side
| ARM | STX | |
|---|---|---|
| Market cap | $290B | $209B |
| Price | $241.56 | $821.67 |
| Today | +1.2% | +3.4% |
| Return YTD | +118.4% | +188.6% |
| Return 1Y | +73.1% | +399.1% |
| P/E | 278.1 | 65.6 |
| P/S | 56.3 | 17.1 |
| P/B | 33.6 | 96.4 |
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 →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.