MetaCap

Arm (ARM) vs NVIDIA (NVDA)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Arm (ARM) has outperformed NVIDIA (NVDA) over the past year, gaining 84.7% versus a gain of 28.3%. NVIDIA is the larger company by market cap ($5.73 trillion vs $314.39 billion), about 18.2 times the size. On valuation, NVIDIA trades at a lower forward P/E (14.9x vs 96.1x for Arm).

NVIDIA pays a dividend yielding 0.12%, while Arm does not currently pay one. NVIDIA converts more of its revenue into profit, with a net margin of 55.6% versus 18.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ARM+84.74%NVDA+28.33%
+186%+71%-45%
Oct 7, 20251 yearOct 7, 2026
ARM+384.56%NVDA+440.93%
+656%+301%-53%
Sep 11, 20235 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ARM versus NVDA key metrics
MetricARMNVDA
Share price$294.37$237.47
Market cap$314.39B$5.73T
1-day change-2.71%-0.74%
YTD return+169.30%+27.33%
1-year return+84.74%+28.33%
5-year return—+986.22%
P/E ratio (TTM)303.4730.02
Forward P/E96.1114.92
EPS (TTM)$0.97$7.91
Dividend yield0.00%0.12%
Annual dividend$0.00$0.28
Revenue (latest FY)$4.92B$215.94B
Revenue growth (YoY)+22.79%+65.47%
Net income (latest FY)$904.00M$120.07B
Gross margin97.54%71.07%
Operating margin18.29%60.38%
Net margin18.37%55.60%
52-week high$452.70$243.37
52-week low$100.02$164.27
Distance from 52-week high-34.97%-2.42%
Analyst consensusbuystrong_buy
Avg. price target upside-1.24%+38.43%
Average volume5.21M121.53M
Shares outstanding1.07B24.15B
Employees9,58442,000
SectorTechnologyTechnology
IndustrySemiconductorsSemiconductors

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • NVIDIA is about 18.2 times larger than Arm by market value ($5.73T vs $314.39B).
  • ARM has outperformed NVDA by 56.4 percentage points over the past year.
  • Arm trades at a higher earnings multiple (303.5x vs 30.0x trailing P/E).
  • NVIDIA is more profitable, keeping 55.6 cents of every revenue dollar as net income versus 18.4 cents for Arm.
  • NVIDIA grew revenue faster in its latest fiscal year (+65.47% vs +22.79%).

About Arm

ARM stock →

Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software.

Technology · Semiconductors · 9,584 employees

About NVIDIA

NVDA stock →

NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments.

Technology · Semiconductors · 42,000 employees

ARM vs NVDA FAQ

Which is bigger, Arm or NVIDIA?

NVIDIA (NVDA) is larger, with a market capitalization of $5.73T compared with $314.39B for Arm (ARM).

Which stock has performed better over the past year, ARM or NVDA?

ARM returned +84.74% over the past 12 months, compared with +28.33% for NVDA (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, ARM or NVDA?

NVDA has the lower trailing P/E at 30.0, versus 303.5 for ARM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Arm or NVIDIA?

NVIDIA pays a dividend yielding 0.12%, while Arm does not currently pay a regular dividend.

Are Arm and NVIDIA in the same industry?

Yes. Both are classified in the Semiconductors industry within the Technology sector.

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