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Applied Materials (AMAT) Competitors

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$536.25 -26.55 (-4.72%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$537.45 +1.20 (+0.22%)
As of 07/24/2026 07:34 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? MarketBeat compares Applied Materials with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Applied Materials include Advanced Micro Devices (AMD), Broadcom (AVGO), Alphabet (GOOGL), Intel (INTC), and KLA (KLAC). These companies are all part of the "computer and technology" sector.

How does Applied Materials compare to Advanced Micro Devices?

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

Advanced Micro Devices has a beta of 2.47, meaning that its stock price is 147% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.57, meaning that its stock price is 57% 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 insiders. Comparatively, 0.3% of Applied Materials shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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$34.64B24.57$4.34B$3.05171.13
Applied Materials$28.37B15.01$7.00B$10.6550.35

In the previous week, Advanced Micro Devices had 223 more articles in the media than Applied Materials. MarketBeat recorded 295 mentions for Advanced Micro Devices and 72 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.19 beat Advanced Micro Devices' score of 0.86 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
167 Very Positive mention(s)
48 Positive mention(s)
55 Neutral mention(s)
12 Negative mention(s)
10 Very Negative mention(s)
Positive
Applied Materials
55 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Micro Devices presently has a consensus target price of $522.43, indicating a potential upside of 0.09%. Applied Materials has a consensus target price of $593.84, indicating a potential upside of 10.74%. 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)
11 Hold rating(s)
30 Buy rating(s)
2 Strong Buy rating(s)
2.75
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

Applied Materials has a net margin of 29.31% compared to Advanced Micro Devices' net margin of 13.37%. Applied Materials' return on equity of 36.97% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices13.37% 9.55% 7.68%
Applied Materials 29.31%36.97%21.30%

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 computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, earnings, dividends, profitability, analyst recommendations, valuation and risk.

In the previous week, Broadcom had 81 more articles in the media than Applied Materials. MarketBeat recorded 153 mentions for Broadcom and 72 mentions for Applied Materials. Broadcom's average media sentiment score of 1.22 beat Applied Materials' score of 1.19 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
55 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Broadcom
126 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
8 Negative mention(s)
0 Very Negative mention(s)
Positive

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 19.9% of its earnings in the form of a dividend. Broadcom pays out 43.3% 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. 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 a net margin of 38.85% compared to Applied Materials' net margin of 29.31%. Broadcom's return on equity of 41.61% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials29.31% 36.97% 21.30%
Broadcom 38.85%41.61%19.55%

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$28.37B15.01$7.00B$10.6550.35
Broadcom$75.47B24.08$23.13B$6.0063.65

Applied Materials presently has a consensus target price of $593.84, indicating a potential upside of 10.74%. Broadcom has a consensus target price of $493.24, indicating a potential upside of 29.15%. 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)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85
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 1.57, suggesting that its stock price is 57% more volatile than the broader market. Comparatively, Broadcom has a beta of 1.45, suggesting that its stock price is 45% more volatile than the broader market.

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

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 both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, media sentiment, dividends, profitability, earnings, analyst recommendations, valuation and institutional ownership.

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$402.84B9.62$132.17B$19.9116.06
Applied Materials$28.37B15.01$7.00B$10.6550.35

Alphabet has a net margin of 54.77% compared to Applied Materials' net margin of 29.31%. 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 29.31%36.97%21.30%

In the previous week, Alphabet had 234 more articles in the media than Applied Materials. MarketBeat recorded 306 mentions for Alphabet and 72 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.19 beat Alphabet's score of 0.55 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
153 Very Positive mention(s)
20 Positive mention(s)
67 Neutral mention(s)
53 Negative mention(s)
4 Very Negative mention(s)
Positive
Applied Materials
55 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

40.0% of Alphabet shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 11.6% of Alphabet 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 company will outperform the market over the long term.

Alphabet has a beta of 1.24, indicating that its share price is 24% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.57, indicating that its share price is 57% more volatile than the broader market.

Alphabet currently has a consensus target price of $419.86, indicating a potential upside of 31.31%. Applied Materials has a consensus target price of $593.84, indicating a potential upside of 10.74%. Given Alphabet's stronger consensus rating and higher probable upside, research analysts clearly believe Alphabet is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alphabet
0 Sell rating(s)
4 Hold rating(s)
45 Buy rating(s)
5 Strong Buy rating(s)
3.02
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

Alphabet pays an annual dividend of $0.88 per share and has a dividend yield of 0.3%. Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. Alphabet pays out 4.4% of its earnings in the form of a dividend. Applied Materials pays out 19.9% 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 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 computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, dividends, risk, institutional ownership, profitability and valuation.

Applied Materials has a net margin of 29.31% compared to Intel's net margin of -19.79%. Applied Materials' return on equity of 36.97% beat Intel's return on equity.

Company Net Margins Return on Equity Return on Assets
Intel-19.79% 2.52% 1.49%
Applied Materials 29.31%36.97%21.30%

In the previous week, Intel had 288 more articles in the media than Applied Materials. MarketBeat recorded 360 mentions for Intel and 72 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.19 beat Intel's score of 0.73 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
175 Very Positive mention(s)
59 Positive mention(s)
61 Neutral mention(s)
44 Negative mention(s)
12 Very Negative mention(s)
Positive
Applied Materials
55 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Intel presently has a consensus price target of $107.67, indicating a potential upside of 16.62%. Applied Materials has a consensus price target of $593.84, indicating a potential upside of 10.74%. Given Intel's higher probable upside, equities research analysts plainly believe Intel is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Intel
3 Sell rating(s)
29 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.33
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

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$52.85B8.78-$267M-$0.62N/A
Applied Materials$28.37B15.01$7.00B$10.6550.35

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 company is poised for long-term growth.

Intel has a beta of 2.18, indicating that its stock price is 118% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.57, indicating that its stock price is 57% more volatile than the broader market.

Summary

Applied Materials beats Intel on 12 of the 17 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 computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, dividends, media sentiment, institutional ownership, risk and earnings.

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$13.10B21.00$4.06B$3.5359.64
Applied Materials$28.37B15.01$7.00B$10.6550.35

KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.4%. Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. KLA pays out 26.1% of its earnings in the form of a dividend. Applied Materials pays out 19.9% 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 raised its dividend for 16 consecutive years and Applied Materials has raised its dividend for 8 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Applied Materials had 58 more articles in the media than KLA. MarketBeat recorded 72 mentions for Applied Materials and 14 mentions for KLA. Applied Materials' average media sentiment score of 1.19 beat KLA's score of 0.65 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
7 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Applied Materials
55 Very Positive mention(s)
8 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

86.7% of KLA shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 91.5% of KLA shares are owned by insiders. Comparatively, 0.3% of Applied Materials shares are owned by 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.

KLA has a net margin of 35.66% compared to Applied Materials' net margin of 29.31%. KLA's return on equity of 91.89% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
KLA35.66% 91.89% 29.21%
Applied Materials 29.31%36.97%21.30%

KLA presently has a consensus price target of $218.41, suggesting a potential upside of 3.75%. Applied Materials has a consensus price target of $593.84, suggesting a potential upside of 10.74%. Given Applied Materials' stronger consensus rating and higher probable 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)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67
Applied Materials
0 Sell rating(s)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

KLA has a beta of 1.41, meaning that its stock price is 41% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.57, meaning that its stock price is 57% more volatile than the broader market.

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 MaterialsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$446.84B$66.99B$37.14B$12.26B
Dividend Yield0.38%1.13%3.17%9.79%
P/E Ratio50.3576.8476.4423.64
Price / Sales15.0187.05592.3489.50
Price / Cash55.75180.2544.4859.64
Price / Book20.927.859.076.07
Net Income$7.00B$854.67M$1.07B$331.99M
7 Day Performance1.24%-0.30%-1.81%-0.63%
1 Month Performance-19.72%-14.45%-2.70%-2.00%
1 Year Performance188.79%108.90%133.84%13.62%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.8374 of 5 stars
$536.25
-4.7%
$593.84
+10.7%
+185.1%$446.84B$28.37B50.3536,500
AMD
Advanced Micro Devices
3.0016 of 5 stars
$508.35
+2.5%
$468.65
-7.8%
+222.0%$829.20B$34.64B166.7331,000
AVGO
Broadcom
4.9993 of 5 stars
$380.86
+2.7%
$493.24
+29.5%
+32.3%$1.81T$63.89B63.5333,000
GOOGL
Alphabet
4.891 of 5 stars
$352.49
+1.7%
$414.11
+17.5%
+66.4%$4.27T$402.84B26.90190,820
INTC
Intel
4.3322 of 5 stars
$98.35
+3.5%
$102.77
+4.5%
+308.0%$495.08B$52.85BN/A85,100

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This page (NASDAQ:AMAT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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