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Applied Materials (AMAT) Competitors

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$474.38 +1.92 (+0.41%)
Closing price 09/23/2026 04:00 PM Eastern
Extended Trading
$462.68 -11.70 (-2.47%)
As of 04:45 AM 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 stock? We will compare the two companies based on the strength of their earnings, institutional ownership, dividends, media sentiment, risk, valuation, profitability and analyst recommendations.

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%

In the previous week, Advanced Micro Devices had 131 more articles in the media than Applied Materials. MarketBeat recorded 173 mentions for Advanced Micro Devices and 42 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.81 beat Advanced Micro Devices' score of 0.67 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
74 Very Positive mention(s)
45 Positive mention(s)
38 Neutral mention(s)
14 Negative mention(s)
1 Very Negative mention(s)
Positive
Applied Materials
20 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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$34.64B28.97$4.34B$3.89158.00
Applied Materials$28.37B13.27$7.00B$11.6040.89

Advanced Micro Devices has a beta of 2.48, suggesting that its share price is 148% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.6, suggesting that its share price is 60% more volatile than the broader market.

71.3% of Advanced Micro Devices shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 0.5% of Advanced Micro Devices shares are owned by company insiders. Comparatively, 0.3% of Applied Materials shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Advanced Micro Devices currently has a consensus target price of $565.13, indicating a potential downside of 8.05%. Applied Materials has a consensus target price of $658.45, indicating a potential upside of 38.80%. Given Applied Materials' stronger consensus rating and higher probable upside, analysts clearly 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)
10 Hold rating(s)
33 Buy rating(s)
3 Strong Buy rating(s)
2.81
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88

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 better investment? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, risk, analyst recommendations, earnings and media sentiment.

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. 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 raised its dividend for 8 consecutive years and Broadcom has raised its dividend for 15 consecutive years. Broadcom is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Broadcom had 38 more articles in the media than Applied Materials. MarketBeat recorded 80 mentions for Broadcom and 42 mentions for Applied Materials. Broadcom's average media sentiment score of 0.98 beat Applied Materials' score of 0.81 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
20 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Broadcom
52 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

Applied Materials presently has a consensus price target of $658.45, suggesting a potential upside of 38.80%. Broadcom has a consensus price target of $509.04, suggesting a potential upside of 43.39%. Given Broadcom's stronger consensus rating and higher possible 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)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88
Broadcom
0 Sell rating(s)
4 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.91

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 1.44, meaning that its share price is 44% more volatile than the broader market.

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

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%

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$28.37B13.27$7.00B$11.6040.89
Broadcom$89.10B19.02$23.13B$7.8345.34

Summary

Broadcom beats Applied Materials on 15 of the 19 factors compared between the two stocks.

How does Applied Materials compare to Alphabet?

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

Applied Materials presently has a consensus price target of $658.45, indicating a potential upside of 38.80%. Alphabet has a consensus price target of $422.16, indicating a potential upside of 24.96%. Given Applied Materials' higher probable upside, research analysts plainly believe Applied Materials is more favorable than Alphabet.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88
Alphabet
0 Sell rating(s)
4 Hold rating(s)
45 Buy rating(s)
5 Strong Buy rating(s)
3.02

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. Alphabet pays an annual dividend of $0.88 per share and has a dividend yield of 0.3%. Applied Materials pays out 18.3% of its earnings in the form of a dividend. Alphabet pays out 4.4% 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 raised its dividend for 8 consecutive years and Alphabet has raised its dividend for 1 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 40.0% of Alphabet shares are held by institutional investors. 0.3% of Applied Materials shares are held by company insiders. Comparatively, 11.6% of Alphabet shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

In the previous week, Alphabet had 140 more articles in the media than Applied Materials. MarketBeat recorded 182 mentions for Alphabet and 42 mentions for Applied Materials. Alphabet's average media sentiment score of 0.82 beat Applied Materials' score of 0.81 indicating that Alphabet is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
20 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Alphabet
121 Very Positive mention(s)
6 Positive mention(s)
27 Neutral mention(s)
25 Negative mention(s)
0 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
Applied Materials30.05% 38.02% 22.09%
Alphabet 54.77%51.32%35.42%

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
Applied Materials$28.37B13.27$7.00B$11.6040.89
Alphabet$402.84B10.26$132.17B$19.9116.97

Applied Materials has a beta of 1.6, suggesting that its stock price is 60% more volatile than the broader market. Comparatively, Alphabet has a beta of 1.22, suggesting that its stock price is 22% more volatile than the broader market.

Summary

Alphabet beats Applied Materials on 13 of the 20 factors compared between the two stocks.

How does Applied Materials compare to Intel?

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

Intel has a beta of 2.22, meaning that its stock price is 122% 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.

Intel currently has a consensus target price of $108.49, suggesting a potential downside of 11.50%. Applied Materials has a consensus target price of $658.45, suggesting a potential upside of 38.80%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts clearly believe Applied Materials is more favorable than Intel.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Intel
3 Sell rating(s)
26 Hold rating(s)
20 Buy rating(s)
1 Strong Buy rating(s)
2.38
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88

Applied Materials has lower revenue, but higher earnings 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
Intel$52.85B11.70-$267M-$2.11N/A
Applied Materials$28.37B13.27$7.00B$11.6040.89

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
Intel-19.79% 2.62% 1.50%
Applied Materials 30.05%38.02%22.09%

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

In the previous week, Intel had 157 more articles in the media than Applied Materials. MarketBeat recorded 199 mentions for Intel and 42 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.81 beat Intel's score of 0.76 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Intel
111 Very Positive mention(s)
40 Positive mention(s)
27 Neutral mention(s)
14 Negative mention(s)
6 Very Negative mention(s)
Positive
Applied Materials
20 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Applied Materials beats Intel on 13 of the 16 factors compared between the two stocks.

How does Applied Materials compare to KLA?

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

KLA presently has a consensus price target of $222.22, suggesting a potential upside of 18.29%. Applied Materials has a consensus price target of $658.45, suggesting a potential upside of 38.80%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts clearly believe Applied Materials is more favorable than KLA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KLA
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88

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
KLA$13.58B18.07$4.83B$3.6751.19
Applied Materials$28.37B13.27$7.00B$11.6040.89

In the previous week, Applied Materials had 27 more articles in the media than KLA. MarketBeat recorded 42 mentions for Applied Materials and 15 mentions for KLA. KLA's average media sentiment score of 1.03 beat Applied Materials' score of 0.81 indicating that KLA is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
11 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
20 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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
KLA35.57% 87.66% 29.23%
Applied Materials 30.05%38.02%22.09%

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

86.7% of KLA shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 91.5% of KLA shares are held by insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.5%. Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. KLA pays out 25.1% 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. KLA has increased its dividend for 16 consecutive years and Applied Materials has increased its dividend for 8 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

KLA beats Applied Materials on 10 of the 19 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$374.94B$118.62B$31.38B$13.29B
Dividend Yield0.45%1.62%2.75%12.57%
P/E Ratio40.8984.2578.9825.69
Price / Sales13.2793.10590.4679.71
Price / Cash46.8065.7749.7052.76
Price / Book14.6910.778.016.32
Net Income$7.00B$2.06B$702.96M$359.73M
7 Day Performance13.65%5.43%1.41%0.17%
1 Month Performance-2.03%4.67%-1.06%-3.27%
1 Year Performance135.49%80.72%178.57%5.58%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.8866 of 5 stars
$474.38
+0.4%
$658.45
+38.8%
+136.2%$374.94B$28.37B40.8936,500
AMD
Advanced Micro Devices
2.867 of 5 stars
$606.85
+8.4%
$565.13
-6.9%
+282.0%$990.97B$34.64B156.0531,000
AVGO
Broadcom
4.996 of 5 stars
$359.57
+0.5%
$509.04
+41.6%
+4.7%$1.72T$89.10B45.9633,000
GOOGL
Alphabet
4.7389 of 5 stars
$355.57
+1.7%
$422.16
+18.7%
+34.2%$4.35T$402.84B17.86190,820
INTC
Intel
3.3543 of 5 stars
$121.73
+12.1%
$108.49
-10.9%
+317.9%$614.08B$52.85BN/A85,100

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This page (NASDAQ:AMAT) was last updated on 9/24/2026 by MarketBeat.com Staff.
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