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Applied Materials (AMAT) Competitors

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$410.82 +19.44 (+4.97%)
Closing price 05/5/2026 04:00 PM Eastern
Extended Trading
$416.00 +5.18 (+1.26%)
As of 05/5/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

AMAT vs. AMD, AVGO, GOOGL, INTC, and KLAC

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

In the previous week, Advanced Micro Devices had 173 more articles in the media than Applied Materials. MarketBeat recorded 230 mentions for Advanced Micro Devices and 57 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.98 beat Advanced Micro Devices' score of 0.69 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
109 Very Positive mention(s)
39 Positive mention(s)
44 Neutral mention(s)
25 Negative mention(s)
7 Very Negative mention(s)
Positive
Applied Materials
39 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Advanced Micro Devices presently has a consensus price target of $314.92, indicating a potential downside of 11.36%. Applied Materials has a consensus price target of $370.86, indicating a potential downside of 9.73%. Given Applied Materials' 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
0 Sell rating(s)
9 Hold rating(s)
31 Buy rating(s)
1 Strong Buy rating(s)
2.80
Applied Materials
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79

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

Advanced Micro Devices has a beta of 2.4, indicating that its stock price is 140% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500.

Applied Materials has a net margin of 27.78% compared to Advanced Micro Devices' net margin of 12.52%. Applied Materials' return on equity of 37.52% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices12.52% 8.84% 7.11%
Applied Materials 27.78%37.52%21.33%

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$34.64B16.72$4.34B$2.65134.06
Applied Materials$28.37B11.49$7.00B$9.7742.05

Summary

Advanced Micro Devices beats Applied Materials 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 business? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, dividends, valuation, profitability, media sentiment and analyst recommendations.

In the previous week, Broadcom had 86 more articles in the media than Applied Materials. MarketBeat recorded 143 mentions for Broadcom and 57 mentions for Applied Materials. Broadcom's average media sentiment score of 1.22 beat Applied Materials' score of 0.98 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
39 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Broadcom
111 Very Positive mention(s)
10 Positive mention(s)
15 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Materials pays an annual dividend of $1.84 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 0.6%. Applied Materials pays out 18.8% of its earnings in the form of a dividend. Broadcom pays out 50.8% 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.

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$28.37B11.49$7.00B$9.7742.05
Broadcom$63.89B31.67$23.13B$5.1283.47

Applied Materials presently has a consensus price target of $370.86, suggesting a potential downside of 9.73%. Broadcom has a consensus price target of $435.30, suggesting a potential upside of 1.85%. 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)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
Broadcom
0 Sell rating(s)
4 Hold rating(s)
27 Buy rating(s)
2 Strong Buy rating(s)
2.94

Broadcom has a net margin of 36.57% compared to Applied Materials' net margin of 27.78%. Broadcom's return on equity of 38.61% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials27.78% 37.52% 21.33%
Broadcom 36.57%38.61%17.49%

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 hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Applied Materials has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500. Comparatively, Broadcom has a beta of 1.43, indicating that its stock price is 43% more volatile than the S&P 500.

Summary

Broadcom beats Applied Materials on 14 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 both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, earnings, risk and institutional ownership.

Applied Materials has a beta of 1.66, meaning that its share price is 66% more volatile than the S&P 500. Comparatively, Alphabet has a beta of 1.26, meaning that its share price is 26% more volatile than the S&P 500.

Alphabet has a net margin of 37.92% compared to Applied Materials' net margin of 27.78%. Alphabet's return on equity of 38.99% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials27.78% 37.52% 21.33%
Alphabet 37.92%38.99%27.41%

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, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Alphabet had 244 more articles in the media than Applied Materials. MarketBeat recorded 301 mentions for Alphabet and 57 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.98 beat Alphabet's score of 0.82 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
39 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Alphabet
168 Very Positive mention(s)
26 Positive mention(s)
51 Neutral mention(s)
19 Negative mention(s)
4 Very Negative mention(s)
Positive

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$28.37B11.49$7.00B$9.7742.05
Alphabet$402.84B11.67$132.17B$13.1129.63

Applied Materials currently has a consensus price target of $370.86, suggesting a potential downside of 9.73%. Alphabet has a consensus price target of $405.94, suggesting a potential upside of 4.50%. Given Alphabet's stronger consensus rating and higher probable upside, analysts plainly believe Alphabet is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
Alphabet
0 Sell rating(s)
5 Hold rating(s)
47 Buy rating(s)
2 Strong Buy rating(s)
2.94

Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 0.4%. Alphabet pays an annual dividend of $0.84 per share and has a dividend yield of 0.2%. Applied Materials pays out 18.8% of its earnings in the form of a dividend. Alphabet pays out 6.4% 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 increased its dividend for 8 consecutive years and Alphabet has increased 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.

Summary

Alphabet beats Applied Materials on 14 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 computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, dividends, risk, valuation, earnings and institutional ownership.

Applied Materials has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500. Comparatively, Intel has a beta of 2.18, indicating that its stock price is 118% more volatile than the S&P 500.

Applied Materials has a net margin of 27.78% compared to Intel's net margin of -5.90%. Applied Materials' return on equity of 37.52% beat Intel's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials27.78% 37.52% 21.33%
Intel -5.90%0.39%0.23%

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

In the previous week, Intel had 228 more articles in the media than Applied Materials. MarketBeat recorded 285 mentions for Intel and 57 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.98 beat Intel's score of 0.89 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
39 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Intel
167 Very Positive mention(s)
38 Positive mention(s)
37 Neutral mention(s)
20 Negative mention(s)
9 Very Negative mention(s)
Positive

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$28.37B11.49$7.00B$9.7742.05
Intel$52.85B10.29-$267M-$0.62N/A

Applied Materials presently has a consensus target price of $370.86, suggesting a potential downside of 9.73%. Intel has a consensus target price of $74.47, suggesting a potential downside of 31.18%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts plainly 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)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
Intel
4 Sell rating(s)
25 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.22

Summary

Applied Materials beats Intel on 13 of the 17 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 computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, dividends, risk, valuation, earnings and institutional ownership.

Applied Materials has a beta of 1.66, meaning that its share price is 66% more volatile than the S&P 500. Comparatively, KLA has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500.

In the previous week, KLA had 2 more articles in the media than Applied Materials. MarketBeat recorded 59 mentions for KLA and 57 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.98 beat KLA's score of 0.70 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
39 Very Positive mention(s)
6 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
KLA
18 Very Positive mention(s)
4 Positive mention(s)
24 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 0.4%. KLA pays an annual dividend of $7.60 per share and has a dividend yield of 0.4%. Applied Materials pays out 18.8% of its earnings in the form of a dividend. KLA pays out 21.5% 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 KLA has raised its dividend for 16 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio.

Applied Materials presently has a consensus target price of $370.86, suggesting a potential downside of 9.73%. KLA has a consensus target price of $1,798.30, suggesting a potential upside of 3.77%. Given KLA's higher possible upside, analysts plainly believe KLA is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

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

KLA has a net margin of 35.66% compared to Applied Materials' net margin of 27.78%. KLA's return on equity of 91.89% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials27.78% 37.52% 21.33%
KLA 35.66%91.89%29.21%

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$28.37B11.49$7.00B$9.7742.05
KLA$12.16B18.62$4.06B$35.3349.05

Summary

KLA beats Applied Materials on 11 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 MaterialsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$310.60B$62.95B$37.08B$11.76B
Dividend Yield0.47%1.43%3.19%5.26%
P/E Ratio42.0579.0072.9927.07
Price / Sales11.49158.53619.5273.40
Price / Cash38.77252.9645.7453.90
Price / Book16.039.039.296.69
Net Income$7.00B$861.73M$1.03B$332.64M
7 Day Performance7.38%17.38%5.20%3.07%
1 Month Performance16.51%48.74%13.77%7.80%
1 Year Performance168.46%310.30%169.72%41.57%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.3051 of 5 stars
$410.82
+5.0%
$370.86
-9.7%
+165.7%$310.60B$28.37B42.0536,500
AMD
Advanced Micro Devices
3.4384 of 5 stars
$334.04
-4.0%
$295.46
-11.5%
+253.2%$543.48B$34.64B125.7931,000
AVGO
Broadcom
4.7645 of 5 stars
$415.88
-1.6%
$435.30
+4.7%
+112.9%$1.97T$63.89B81.4033,000
GOOGL
Alphabet
4.0971 of 5 stars
$351.99
+2.2%
$369.67
+5.0%
+136.6%$4.25T$402.84B32.53190,820
INTC
Intel
3.0092 of 5 stars
$84.25
+2.1%
$72.98
-13.4%
+433.8%$420.41B$52.85BN/A85,100

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This page (NASDAQ:AMAT) was last updated on 5/6/2026 by MarketBeat.com Staff.
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