Arm Holdingsvs.Western Digital
ARM vs WDC · 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 1.9× larger than Western Digital by market cap; Western Digital trades at the lower P/E (27.7 vs 385.9); year to date, Western Digital leads (+238.2% vs +195.8%).
Side by side
| ARM | WDC | |
|---|---|---|
| Market cap | $349B | $181B |
| Price | $323.39 | $582.59 |
| Today | −1.4% | +0.8% |
| Return YTD | +195.8% | +238.2% |
| Return 1Y | +117.7% | +795.5% |
| P/E | 385.9 | 27.7 |
| P/S | 70.9 | 15.3 |
| P/B | 42.1 | 18.7 |
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 →Western DigitalWDC
Manufacturer of hard drives for data centers. AI is creating record demand for massive, low-cost storage of training data.
Full WDC profile →More comparisons in Chips & accelerators
See where ARM and WDC sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →