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Applied Materials (AMAT) Competitors

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$435.91 -2.55 (-0.58%)
As of 09/3/2026 04:00 PM Eastern

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?

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

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
Applied Materials30.05% 38.02% 22.09%
Advanced Micro Devices 15.58%12.30%9.89%

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

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

Applied Materials currently has a consensus target price of $658.45, suggesting a potential upside of 51.05%. Advanced Micro Devices has a consensus target price of $553.72, suggesting a potential upside of 21.39%. Given Applied Materials' stronger consensus rating and higher possible upside, research analysts plainly believe Applied Materials is more favorable than Advanced Micro Devices.

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
Advanced Micro Devices
1 Sell rating(s)
10 Hold rating(s)
32 Buy rating(s)
3 Strong Buy rating(s)
2.80

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$28.37B12.19$7.00B$11.6037.58
Advanced Micro Devices$34.64B21.50$4.34B$3.89117.26

In the previous week, Advanced Micro Devices had 128 more articles in the media than Applied Materials. MarketBeat recorded 223 mentions for Advanced Micro Devices and 95 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.34 beat Advanced Micro Devices' score of 1.18 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
77 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
173 Very Positive mention(s)
19 Positive mention(s)
17 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive

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

In the previous week, Broadcom had 216 more articles in the media than Applied Materials. MarketBeat recorded 311 mentions for Broadcom and 95 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.34 beat Broadcom's score of 1.19 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
77 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Broadcom
219 Very Positive mention(s)
21 Positive mention(s)
37 Neutral mention(s)
22 Negative mention(s)
3 Very Negative mention(s)
Positive

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

Broadcom has a net margin of 42.94% compared to Applied Materials' net margin of 30.05%. Broadcom's return on equity of 50.76% 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%50.76%24.29%

Applied Materials has a beta of 1.6, indicating that its share price is 60% more volatile than the broader market. Comparatively, Broadcom has a beta of 1.44, indicating that its share price is 44% more volatile than the broader market.

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 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 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$28.37B12.19$7.00B$11.6037.58
Broadcom$63.89B26.60$23.13B$6.0059.53

Applied Materials currently has a consensus target price of $658.45, suggesting a potential upside of 51.05%. Broadcom has a consensus target price of $501.77, suggesting a potential upside of 40.49%. Given Applied Materials' higher probable upside, analysts clearly believe Applied Materials is more favorable than Broadcom.

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)
31 Buy rating(s)
0 Strong Buy rating(s)
2.89

Summary

Broadcom beats Applied Materials on 13 of the 20 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 stock? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, institutional ownership, analyst recommendations, risk and media sentiment.

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.5%. 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 owned by institutional investors. Comparatively, 40.0% of Alphabet shares are owned by institutional investors. 0.3% of Applied Materials shares are owned by company insiders. Comparatively, 11.6% of Alphabet shares are owned by company 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.

In the previous week, Alphabet had 88 more articles in the media than Applied Materials. MarketBeat recorded 183 mentions for Alphabet and 95 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.34 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
77 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Alphabet
115 Very Positive mention(s)
5 Positive mention(s)
37 Neutral mention(s)
21 Negative mention(s)
1 Very Negative mention(s)
Positive

Applied Materials presently has a consensus price target of $658.45, indicating a potential upside of 51.05%. Alphabet has a consensus price target of $420.19, indicating a potential upside of 22.69%. Given Applied Materials' higher possible upside, equities 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 has a beta of 1.6, meaning that its stock price is 60% more volatile than the broader market. Comparatively, Alphabet has a beta of 1.22, meaning that its stock price is 22% more volatile than the broader market.

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$28.37B12.19$7.00B$11.6037.58
Alphabet$402.84B10.40$132.17B$19.9117.20

Summary

Alphabet beats Applied Materials on 12 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 superior stock? We will contrast the two businesses based on the strength of their earnings, dividends, institutional ownership, media sentiment, risk, profitability, analyst recommendations and valuation.

Intel has a beta of 2.22, suggesting that its share price is 122% 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.

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

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%

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$52.85B8.75-$267M-$2.11N/A
Applied Materials$28.37B12.19$7.00B$11.6037.58

Intel currently has a consensus price target of $107.46, indicating a potential upside of 17.22%. Applied Materials has a consensus price target of $658.45, indicating a potential upside of 51.05%. 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)
31 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.28
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88

In the previous week, Intel had 172 more articles in the media than Applied Materials. MarketBeat recorded 267 mentions for Intel and 95 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.34 beat Intel's score of 1.28 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
221 Very Positive mention(s)
9 Positive mention(s)
27 Neutral mention(s)
6 Negative mention(s)
4 Very Negative mention(s)
Positive
Applied Materials
77 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
1 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?

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 companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk.

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

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 company insiders. Comparatively, 91.5% of KLA shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Applied Materials currently has a consensus price target of $658.45, indicating a potential upside of 51.05%. KLA has a consensus price target of $222.22, indicating a potential upside of 28.49%. Given Applied Materials' stronger consensus rating and higher possible upside, equities research analysts clearly 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)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88
KLA
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72

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%

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 raised its dividend for 8 consecutive years and KLA has raised its dividend for 16 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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$28.37B12.19$7.00B$11.6037.58
KLA$13.58B16.64$4.83B$3.6747.12

In the previous week, Applied Materials had 58 more articles in the media than KLA. MarketBeat recorded 95 mentions for Applied Materials and 37 mentions for KLA. Applied Materials' average media sentiment score of 1.34 beat KLA's score of 1.19 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
77 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
29 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

Applied Materials beats KLA 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$347.96B$106.96B$29.51B$12.73B
Dividend Yield0.48%1.62%2.73%8.86%
P/E Ratio37.5871.9475.8025.38
Price / Sales12.1989.30591.9892.60
Price / Cash43.4360.7447.3252.26
Price / Book13.509.369.296.14
Net Income$7.00B$1.85B$678.51M$349.01M
7 Day Performance-5.58%-1.48%-0.88%-0.27%
1 Month Performance-20.25%-6.36%-1.07%0.68%
1 Year Performance175.47%95.36%185.83%14.84%

Applied Materials Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.9898 of 5 stars
$435.91
-0.6%
$658.45
+51.1%
+179.0%$347.96B$28.37B37.5836,500
AMD
Advanced Micro Devices
4.1923 of 5 stars
$468.89
+0.7%
$553.72
+18.1%
+181.4%$765.45B$34.64B120.5431,000
AVGO
Broadcom
5 of 5 stars
$370.71
+0.5%
$491.97
+32.7%
+18.1%$1.76T$63.89B61.7933,000
GOOGL
Alphabet
4.5772 of 5 stars
$338.58
-2.3%
$420.19
+24.1%
+48.5%$4.14T$402.84B17.01190,820
INTC
Intel
4.298 of 5 stars
$89.90
+0.5%
$107.46
+19.5%
+282.0%$453.46B$52.85BN/A85,100

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This page (NASDAQ:AMAT) was last updated on 9/4/2026 by MarketBeat.com Staff.
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