APPLIED MATERIALS INC /DE vs AMPHENOL CORP /DE/, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Applied Materials and Amphenol are both essential to electronics, one making chip-fabrication tools, the other the connectors and sensors that tie devices together. Applied keeps the higher net margin, 27% to Amphenol's 17, and earns a 33% return on equity to Amphenol's 32, on a cleaner balance sheet, 0.27 debt to equity against 1.18. The market prices Applied dearer, near 60 times earnings to Amphenol's 46. Both ride electronics demand; Applied is leveraged to chip-factory capital spending, Amphenol to the breadth of connected devices.
Comparison updated 2026-06-15.
| Metric | AMAT | APH |
|---|---|---|
| Price | $602.31 | $159.07 |
| Market cap | $481.2B | $205.2B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 56.7 | 45.7 |
| P/B | 20.13 | 14.57 |
| P/S | 16.58 | 7.92 |
| EV/EBITDA | 56.2 | 27.7 |
| Revenue growth | +3.4% | +54.4% |
| Gross margin | 49.9% | 36.8% |
| Operating margin | 31.9% | 24.0% |
| Net margin | 27.3% | 17.2% |
| Return on equity | 33.1% | 31.7% |
| Return on assets | 19.6% | 10.6% |
| Return on invested capital | 23.8% | 12.5% |
| FCF yield | 1.1% | 2.3% |
| Dividend yield | 0.3% | 0.5% |
| Debt / equity | 0.27 | 1.18 |
| Current ratio | 2.51 | 1.71 |
| Altman Z (solvency) | 9.39 | 5.68 |
| 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.