APPLIED MATERIALS INC /DE vs ADVANCED MICRO DEVICES INC, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and AMD diverge most: on revenue growth, AMAT reads +3.4% and AMD reads +34.8%; on debt / equity, AMAT reads 0.27 and AMD reads 0.05. The rest of the comparable metrics sit closer together. What AMAT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | AMD |
|---|---|---|
| Price | $509.98 | $476.03 |
| Market cap | $407.5B | $785.4B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Mature |
| P/E | 48.0 | 156.1 |
| P/B | 17.04 | 12.18 |
| P/S | 14.04 | 20.97 |
| EV/EBITDA | 47.6 | 179.4 |
| Revenue growth | +3.4% | +34.8% |
| Gross margin | 49.9% | 52.8% |
| Operating margin | 31.9% | 14.4% |
| Net margin | 27.3% | 13.4% |
| Return on equity | 33.1% | 7.8% |
| Return on assets | 19.6% | 6.3% |
| Return on invested capital | 23.8% | 5.1% |
| FCF yield | 1.3% | 1.1% |
| Dividend yield | 0.3% | — |
| Debt / equity | 0.27 | 0.05 |
| Current ratio | 2.51 | 2.72 |
| Altman Z (solvency) | 9.39 | 6.95 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.