Arm Holdings Plc /uk vs Nvidia (ARM vs NVDA)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Nvidia is the larger company by revenue ($215.9B vs $4.9B) and market value ($4.9T vs $319.3B). Nvidia has grown revenue faster over the last 4 fiscal years (+702.3% cumulative vs +82.0%). Nvidia runs the higher operating margin (60.4% vs 18.3%). Nvidia trades at the lower trailing P/E (31.7x vs 355.9x).
About Arm Holdings Plc /uk
Arm Holdings plc designs, develops, and licenses high-performance, energy-efficient semiconductor technology, including CPU and GPU intellectual property, system IP, and compute subsystems. The company serves technology companies worldwide by providing a compute platform used in devices ranging from smartphones and PCs to data centers, automotive systems, and IoT devices. In 2026, Arm expanded its offerings to include production silicon products with the launch of the Arm AGI CPU.
About Nvidia
NVIDIA Corporation develops accelerated computing platforms primarily based on its graphics processing units (GPUs) and related software. The company serves data centers, gaming, professional visualization, and automotive markets by providing hardware, software, and networking solutions that support artificial intelligence, scientific computing, and graphics applications. Its customers include cloud service providers, enterprises, researchers, and developers across various industries.
Head to head (ARM FY2026 vs NVDA FY2026)
| Metric | ARMFY2026 | NVDAFY2026 |
|---|---|---|
| Revenue | $4.92B | $215.94B |
| Revenue growth (YoY) | 22.8% | 65.5% |
| Gross margin | — | 71.1% |
| Operating margin | 18.3% | 60.4% |
| Net margin | 18.4% | 55.6% |
| Net income | $904.0M | $120.07B |
| Diluted EPS | $0.85 | $4.90 |
| FCF margin | 19.9% | 44.8% |
| ROE | 10.9% | 76.3% |
| Debt / equity | — | 0.0× |
| Market cap | $319.34B | $4.91T |
| P/E (TTM) | 355.9× | 31.7× |
Fundamentals are from each company’s SEC filings (ARM FY2026, NVDA FY2026). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| ARM | $2.70B | $2.68B | $3.23B | $4.01B | $4.92B |
| NVDA | $26.91B | $26.97B | $60.92B | $130.50B | $215.94B |
Peer standing
Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | ARM | NVDA |
|---|---|---|
| Operating margin | 18.3%79th percentile of 79 | 60.4%99th percentile of 79 |
| Net margin | 18.4%81st percentile of 80 | 55.6%99th percentile of 80 |
| FCF margin | 19.9%79th percentile of 78 | 44.8%97th percentile of 78 |
| Revenue growth (YoY) | +22.8%68th percentile of 88 | +65.5%89th percentile of 88 |
| ROE | 10.9%71st percentile of 74 | 76.3%Highest of 74 |
| P/E (TTM) | 355.9×91st percentile of 45 | 31.7×34th percentile of 45 |
| Short interest (days to cover) | 1.48d40th percentile of 88 | 1.99d56th percentile of 88 |
Short interest
| FINRA settlement data | ARM | NVDA |
|---|---|---|
| Shares sold short | 17.2M | 310.1M |
| Change vs prior settlement | +5.2% | +3.5% |
| Days to cover | 1.48 | 1.99 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | ARM | NVDA |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 27 ($56.6M) | 7 ($410.6M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
9 tracked 13F managers hold both Arm Holdings Plc /uk and Nvidia as of their latest quarterly filings: Altimeter Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Millennium Management, Point72 Asset Management, Renaissance Technologies, Two Sigma Investments, Whale Rock Capital Management. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.