Applied Materials vs Advanced Micro Devices
AMAT and AMD side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMAT and AMD compare
Advanced Micro Devices is the larger company, worth 2.7 times as much as Applied Materials ($824B against $310B).
On earnings, Applied Materials is cheaper: it trades at 33.7× trailing earnings, against 130× for Advanced Micro Devices.
Advanced Micro Devices grew revenue faster over the last twelve months (39.5% versus 7.8% for Applied Materials).
Applied Materials keeps more of each dollar of sales as profit, with a net margin of 30.1% compared with 15.6% at Advanced Micro Devices.
Applied Materials pays a dividend yielding 0.51%; Advanced Micro Devices does not pay one.
Applied Materials scores higher on the StockData Score (19 against 15 for Advanced Micro Devices), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMAT | AMD |
|---|---|---|
| Size and price | ||
| Market cap | $310B | $824B |
| Share price | $390.09 | $504.80 |
| Change, 1 year | 65.5% | 91.0% |
| Change, 5 years | 154% | 270% |
| Beta (5Y) | 1.74 | 1.88 |
| Employees | 37K | 31K |
| StockData Score | ||
| Total score | 19 (better) | 15 |
| Valuation score | 1 (better) | 0 |
| Growth score | 2 | 5 (better) |
| Performance score | 6 (better) | 4 |
| Health score | 6 | 6 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 33.7× (better) | 130× |
| P/S | 10.0× (better) | 20.0× |
| P/B | 12.1× (better) | 12.3× |
| EV/EBITDA | 31.9× (better) | 125× |
| P/FCF | 55.1× (better) | 98.1× |
| PEG | 6.48 | 2.78 (better) |
| FCF yield | 1.8% (better) | 1.0% |
| Fair value | $284.71 | $153.25 |
| Margin of safety | −37.0% (better) | −229% |
| Growth | ||
| Revenue growth (TTM) | 7.8% | 39.5% (better) |
| Revenue growth, 5Y average | 10.5% | 28.8% (better) |
| Net income growth (TTM) | 35.6% | 127% (better) |
| EPS growth (TTM) | 38.3% | 124% (better) |
| EPS growth, 5Y average | 17.2% (better) | 5.2% |
| Profitability | ||
| Gross margin | 49.4% | 53.2% (better) |
| Operating margin | 29.6% (better) | 15.7% |
| Net margin | 30.1% (better) | 15.6% |
| FCF margin | 18.2% | 20.3% (better) |
| Return on equity | 41.1% (better) | 10.1% |
| Return on invested capital | 36.2% (better) | 9.7% |
| Financial health | ||
| Debt / equity | 0.30 | 0.05 (better) |
| Net debt / EBITDA | −0.15 | −1.52 |
| Interest coverage | 33.0× | 44.1× (better) |
| Current ratio | 2.42 | 2.61 (better) |
| Altman Z-score | 14.16 | 29.80 (better) |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.51% | – |
| Payout ratio | 16.3% | – |
| Years of dividend growth | 8 | – |
| Dividend growth, 5Y average | 15.4% | – |
| Buyback yield | 0.66% (better) | 0.04% |
| Shareholder yield | 1.2% (better) | 0.04% |
| Ownership | ||
| Held by institutions | 83.7% | 72.8% |
| Held by insiders | 0.36% | 0.43% |
| Insider net buying, 12 months | −$180M (better) | −$369M |
| Superinvestors holding | 11 (better) | 7 |
| Short interest, % of float | 1.7% | 2.4% |
Go deeper
- AMAT stock overview
- AMAT income statement
- AMAT valuation and score
- AMD stock overview
- AMD income statement
- AMD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.