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Applied Materials (AMAT) Competitors

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$449.54 -14.71 (-3.17%)
As of 12:05 PM Eastern
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AMAT vs. AMD, AVGO, GOOGL, INTC, and KLAC

Should you buy Applied Materials stock or one of its competitors? Applied Materials's main competitors and comparable companies include Advanced Micro Devices (AMD), Broadcom (AVGO), Alphabet (GOOGL), Intel (INTC), and KLA (KLAC). Companies are selected based on similarities in market, industry, and size.

How does Applied Materials compare to Advanced Micro Devices?

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

71.3% of Advanced Micro Devices shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.5% of Advanced Micro Devices shares are held by insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Advanced Micro Devices had 106 more articles in the media than Applied Materials. MarketBeat recorded 173 mentions for Advanced Micro Devices and 67 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.89 beat Advanced Micro Devices' score of 0.84 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
99 Very Positive mention(s)
27 Positive mention(s)
26 Neutral mention(s)
16 Negative mention(s)
4 Very Negative mention(s)
Positive
Applied Materials
29 Very Positive mention(s)
10 Positive mention(s)
18 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive

Applied Materials has a net margin of 30.05% compared to Advanced Micro Devices' net margin of 15.58%. Applied Materials' return on equity of 38.02% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices15.58% 12.30% 9.89%
Applied Materials 30.05%38.02%22.09%

Applied Materials has lower revenue, but higher earnings 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
Advanced Micro Devices$34.64B28.54$4.34B$3.89155.66
Applied Materials$28.37B12.99$7.00B$11.6040.02

Advanced Micro Devices has a beta of 2.45, suggesting that its stock price is 145% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.6, suggesting that its stock price is 60% more volatile than the broader market.

Advanced Micro Devices currently has a consensus price target of $593.82, suggesting a potential downside of 1.93%. Applied Materials has a consensus price target of $640.20, suggesting a potential upside of 37.90%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts plainly believe Applied Materials is more favorable than Advanced Micro Devices.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Micro Devices
1 Sell rating(s)
9 Hold rating(s)
31 Buy rating(s)
3 Strong Buy rating(s)
2.82
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.82

Summary

Applied Materials beats Advanced Micro Devices on 9 of the 17 factors compared between the two stocks.

How does Applied Materials compare to Broadcom?

Applied Materials (NASDAQ:AMAT) and Broadcom (NASDAQ:AVGO) are both large-cap technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk and valuation.

Broadcom has a net margin of 42.94% compared to Applied Materials' net margin of 30.05%. Broadcom's return on equity of 48.33% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials30.05% 38.02% 22.09%
Broadcom 42.94%48.33%23.78%

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 76.4% of Broadcom shares are held by institutional investors. 0.3% of Applied Materials shares are held by insiders. Comparatively, 1.9% of Broadcom shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.5%. Broadcom pays an annual dividend of $2.60 per share and has a dividend yield of 0.7%. Applied Materials pays out 18.3% of its earnings in the form of a dividend. Broadcom pays out 33.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Applied Materials has increased its dividend for 8 consecutive years and Broadcom has increased its dividend for 15 consecutive years. Broadcom is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Materials$28.37B12.99$7.00B$11.6040.02
Broadcom$63.89B26.70$23.13B$7.8345.63

Applied Materials has a beta of 1.6, meaning that its share price is 60% more volatile than the broader market. Comparatively, Broadcom has a beta of 1.46, meaning that its share price is 46% more volatile than the broader market.

In the previous week, Broadcom had 46 more articles in the media than Applied Materials. MarketBeat recorded 113 mentions for Broadcom and 67 mentions for Applied Materials. Broadcom's average media sentiment score of 0.94 beat Applied Materials' score of 0.89 indicating that Broadcom is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
29 Very Positive mention(s)
10 Positive mention(s)
18 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
Broadcom
67 Very Positive mention(s)
14 Positive mention(s)
22 Neutral mention(s)
9 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Materials currently has a consensus target price of $640.20, suggesting a potential upside of 37.90%. Broadcom has a consensus target price of $527.20, suggesting a potential upside of 47.55%. Given Broadcom's stronger consensus rating and higher probable upside, analysts clearly believe Broadcom is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.82
Broadcom
0 Sell rating(s)
3 Hold rating(s)
37 Buy rating(s)
1 Strong Buy rating(s)
2.95

Summary

Broadcom beats Applied Materials on 14 of the 19 factors compared between the two stocks.

How does Applied Materials compare to Alphabet?

Alphabet (NASDAQ:GOOGL) and Applied Materials (NASDAQ:AMAT) are related large-cap companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, earnings, institutional ownership, risk, dividends and media sentiment.

40.0% of Alphabet shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 11.6% of Alphabet shares are held by insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Alphabet presently has a consensus price target of $425.72, suggesting a potential upside of 20.33%. Applied Materials has a consensus price target of $640.20, suggesting a potential upside of 37.90%. Given Applied Materials' higher probable upside, analysts clearly believe Applied Materials is more favorable than Alphabet.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alphabet
0 Sell rating(s)
4 Hold rating(s)
46 Buy rating(s)
5 Strong Buy rating(s)
3.02
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.82

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alphabet$402.84B10.74$132.17B$19.9117.77
Applied Materials$28.37B12.99$7.00B$11.6040.02

In the previous week, Alphabet had 94 more articles in the media than Applied Materials. MarketBeat recorded 161 mentions for Alphabet and 67 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.89 beat Alphabet's score of 0.79 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alphabet
95 Very Positive mention(s)
13 Positive mention(s)
41 Neutral mention(s)
8 Negative mention(s)
1 Very Negative mention(s)
Positive
Applied Materials
29 Very Positive mention(s)
10 Positive mention(s)
18 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive

Alphabet has a net margin of 54.77% compared to Applied Materials' net margin of 30.05%. Alphabet's return on equity of 51.32% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Alphabet54.77% 51.32% 35.42%
Applied Materials 30.05%38.02%22.09%

Alphabet has a beta of 1.21, meaning that its stock price is 21% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.6, meaning that its stock price is 60% more volatile than the broader market.

Alphabet pays an annual dividend of $0.88 per share and has a dividend yield of 0.2%. Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.5%. Alphabet pays out 4.4% of its earnings in the form of a dividend. Applied Materials pays out 18.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Alphabet has raised its dividend for 1 consecutive years and Applied Materials has raised its dividend for 8 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Alphabet beats Applied Materials on 12 of the 20 factors compared between the two stocks.

How does Applied Materials compare to Intel?

Applied Materials (NASDAQ:AMAT) and Intel (NASDAQ:INTC) are both large-cap technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, earnings, profitability, institutional ownership, media sentiment, valuation and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Materials$28.37B12.99$7.00B$11.6040.02
Intel$52.85B9.81-$267M-$2.11N/A

In the previous week, Intel had 117 more articles in the media than Applied Materials. MarketBeat recorded 184 mentions for Intel and 67 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.89 beat Intel's score of 0.76 indicating that Applied Materials is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
29 Very Positive mention(s)
10 Positive mention(s)
18 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
Intel
100 Very Positive mention(s)
37 Positive mention(s)
25 Neutral mention(s)
15 Negative mention(s)
4 Very Negative mention(s)
Positive

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 64.5% of Intel shares are held by institutional investors. 0.3% of Applied Materials shares are held by insiders. Comparatively, 0.1% of Intel shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Applied Materials has a beta of 1.6, suggesting that its share price is 60% more volatile than the broader market. Comparatively, Intel has a beta of 2.22, suggesting that its share price is 122% more volatile than the broader market.

Applied Materials has a net margin of 30.05% compared to Intel's net margin of -19.79%. Applied Materials' return on equity of 38.02% beat Intel's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials30.05% 38.02% 22.09%
Intel -19.79%2.62%1.50%

Applied Materials presently has a consensus target price of $640.20, suggesting a potential upside of 37.90%. Intel has a consensus target price of $109.06, suggesting a potential upside of 6.08%. Given Applied Materials' stronger consensus rating and higher possible upside, research analysts clearly believe Applied Materials is more favorable than Intel.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.82
Intel
2 Sell rating(s)
27 Hold rating(s)
20 Buy rating(s)
1 Strong Buy rating(s)
2.40

Summary

Applied Materials beats Intel on 12 of the 16 factors compared between the two stocks.

How does Applied Materials compare to KLA?

Applied Materials (NASDAQ:AMAT) and KLA (NASDAQ:KLAC) are both large-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, media sentiment, earnings, profitability, institutional ownership, dividends and risk.

Applied Materials has a beta of 1.6, suggesting that its share price is 60% more volatile than the broader market. Comparatively, KLA has a beta of 1.45, suggesting that its share price is 45% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Materials$28.37B12.99$7.00B$11.6040.02
KLA$13.58B17.68$4.83B$3.6750.14

80.6% of Applied Materials shares are owned by institutional investors. Comparatively, 86.7% of KLA shares are owned by institutional investors. 0.3% of Applied Materials shares are owned by company insiders. Comparatively, 79.4% of KLA shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, Applied Materials had 40 more articles in the media than KLA. MarketBeat recorded 67 mentions for Applied Materials and 27 mentions for KLA. Applied Materials' average media sentiment score of 0.89 beat KLA's score of 0.77 indicating that Applied Materials is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
29 Very Positive mention(s)
10 Positive mention(s)
18 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Positive
KLA
14 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Materials currently has a consensus price target of $640.20, suggesting a potential upside of 37.90%. KLA has a consensus price target of $221.26, suggesting a potential upside of 20.25%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts plainly believe Applied Materials is more favorable than KLA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.82
KLA
0 Sell rating(s)
11 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.62

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.5%. KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.5%. Applied Materials pays out 18.3% of its earnings in the form of a dividend. KLA pays out 25.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Applied Materials has increased its dividend for 8 consecutive years and KLA has increased its dividend for 16 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

KLA has a net margin of 35.57% compared to Applied Materials' net margin of 30.05%. KLA's return on equity of 87.66% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials30.05% 38.02% 22.09%
KLA 35.57%87.66%29.23%

Summary

Applied Materials beats KLA on 11 of the 20 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 MaterialsSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$360.24B$110.01B$30.46B$13.04B
Dividend Yield0.43%1.67%2.76%22.89%
P/E Ratio39.1376.5778.9025.51
Price / Sales12.6977.44581.1979.58
Price / Cash49.2862.5949.4853.04
Price / Book17.709.727.856.00
Net Income$7.00B$2.56B$765.70M$380.50M
7 Day Performance-12.89%-9.55%-3.24%-3.35%
1 Month Performance6.92%-0.16%-2.33%-6.23%
1 Year Performance107.87%56.19%164.97%-3.96%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.9138 of 5 stars
$449.54
-3.2%
$640.20
+42.4%
+111.5%$357.54B$28.37B38.8436,500
AMD
Advanced Micro Devices
3.3188 of 5 stars
$631.80
-0.3%
$569.25
-9.9%
+179.8%$1.03T$34.64B162.4231,000
AVGO
Broadcom
4.9231 of 5 stars
$362.97
+2.2%
$527.20
+45.2%
+0.2%$1.73T$63.89B46.3633,000
GOOGL
Alphabet
4.8495 of 5 stars
$346.22
+0.8%
$425.60
+22.9%
+44.9%$4.23T$402.84B17.39190,820
INTC
Intel
4.0937 of 5 stars
$117.08
-1.9%
$108.49
-7.3%
+176.2%$590.53B$52.85BN/A85,100

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This page (NASDAQ:AMAT) was last updated on 10/14/2026 by MarketBeat.com Staff.
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