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Applied Materials (AMAT) Competitors

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$217.53 -6.06 (-2.71%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$217.82 +0.29 (+0.14%)
As of 10/3/2025 08:00 PM Eastern
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AMAT vs. AMD, AVGO, GOOGL, INTC, KLAC, LRCX, NVDA, ANET, ENTG, and MKSI

Should you be buying Applied Materials stock or one of its competitors? The main competitors of Applied Materials include Advanced Micro Devices (AMD), Broadcom (AVGO), Alphabet (GOOGL), Intel (INTC), KLA (KLAC), Lam Research (LRCX), NVIDIA (NVDA), Arista Networks (ANET), Entegris (ENTG), and MKS (MKSI). These companies are all part of the "computer and technology" sector.

Applied Materials vs. Its Competitors

Applied Materials (NASDAQ:AMAT) and Advanced Micro Devices (NASDAQ:AMD) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations, risk and media sentiment.

Applied Materials has a net margin of 23.88% compared to Advanced Micro Devices' net margin of 9.57%. Applied Materials' return on equity of 40.96% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials23.88% 40.96% 22.99%
Advanced Micro Devices 9.57%7.54%6.13%

Applied Materials has higher earnings, but lower revenue than Advanced Micro Devices. Applied Materials is trading at a lower price-to-earnings ratio than Advanced Micro Devices, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Materials$28.61B6.06$7.18B$8.3925.93
Advanced Micro Devices$29.60B9.03$1.64B$1.7494.64

80.6% of Applied Materials shares are owned by institutional investors. Comparatively, 71.3% of Advanced Micro Devices shares are owned by institutional investors. 0.2% of Applied Materials shares are owned by insiders. Comparatively, 0.1% of Advanced Micro Devices shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Applied Materials currently has a consensus price target of $195.12, indicating a potential downside of 10.30%. Advanced Micro Devices has a consensus price target of $180.88, indicating a potential upside of 9.84%. Given Advanced Micro Devices' stronger consensus rating and higher probable upside, analysts plainly believe Advanced Micro Devices is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
1 Sell rating(s)
13 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.52
Advanced Micro Devices
1 Sell rating(s)
14 Hold rating(s)
21 Buy rating(s)
3 Strong Buy rating(s)
2.67

Applied Materials has a beta of 1.82, indicating that its stock price is 82% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.9, indicating that its stock price is 90% more volatile than the S&P 500.

In the previous week, Advanced Micro Devices had 8 more articles in the media than Applied Materials. MarketBeat recorded 93 mentions for Advanced Micro Devices and 85 mentions for Applied Materials. Advanced Micro Devices' average media sentiment score of 1.29 beat Applied Materials' score of 1.03 indicating that Advanced Micro Devices is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
51 Very Positive mention(s)
6 Positive mention(s)
18 Neutral mention(s)
9 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
73 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Advanced Micro Devices beats Applied Materials on 10 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMAT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMAT vs. The Competition

MetricApplied MaterialsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$178.12B$45.92B$32.71B$10.56B
Dividend Yield0.85%2.15%3.18%4.70%
P/E Ratio25.93644.96445.2426.67
Price / Sales6.06321.89182,503.30180.02
Price / Cash24.2597.1337.5561.25
Price / Book8.896.247.426.55
Net Income$7.18B$551.26M$815.90M$277.26M
7 Day Performance6.67%7.33%3.23%2.34%
1 Month Performance37.47%41.14%10.71%9.26%
1 Year Performance7.70%70.38%24,009.33%30.76%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.5201 of 5 stars
$217.53
-2.7%
$195.12
-10.3%
+9.0%$178.12B$28.61B25.9335,700Trending News
Analyst Forecast
AMD
Advanced Micro Devices
4.6309 of 5 stars
$161.97
+1.6%
$180.88
+11.7%
+1.1%$262.15B$25.79B92.8428,000Trending News
AVGO
Broadcom
4.9336 of 5 stars
$332.72
-0.5%
$356.48
+7.1%
+96.9%$1.57T$51.57B84.7837,000Trending News
Analyst Forecast
GOOGL
Alphabet
3.6975 of 5 stars
$248.26
+0.7%
$233.44
-6.0%
+47.9%$3.00T$350.02B26.43183,323Trending News
Analyst Forecast
Insider Trade
INTC
Intel
3.5447 of 5 stars
$34.72
-2.2%
$26.19
-24.6%
+65.5%$152.09B$53.10B-7.28108,900Trending News
Analyst Forecast
Options Volume
KLAC
KLA
4.513 of 5 stars
$1,074.48
+1.0%
$900.29
-16.2%
+42.2%$141.32B$12.16B35.3115,200Analyst Forecast
LRCX
Lam Research
4.5082 of 5 stars
$131.50
+2.5%
$114.83
-12.7%
+79.8%$165.51B$18.44B31.5519,000Positive News
Analyst Upgrade
NVDA
NVIDIA
4.8765 of 5 stars
$181.89
-89.8%
$210.21
+15.6%
+52.7%$4.41T$130.50B51.7636,000Trending News
Analyst Forecast
Insider Trade
ANET
Arista Networks
4.7979 of 5 stars
$143.78
+0.9%
$162.00
+12.7%
+49.3%$180.66B$7.00B56.534,412Positive News
Insider Trade
ENTG
Entegris
4.0938 of 5 stars
$94.15
+1.1%
$105.30
+11.8%
-10.8%$14.25B$3.24B48.448,200Positive News
Analyst Upgrade
MKSI
MKS
4.166 of 5 stars
$122.49
+0.6%
$119.80
-2.2%
+31.4%$8.19B$3.59B30.9610,200News Coverage

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This page (NASDAQ:AMAT) was last updated on 10/4/2025 by MarketBeat.com Staff
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