AMAT vs ARM
AMAT: Applied Materials is a leading provider of materials engineering solutions and manufacturing equipment essential for the production of advanced semiconductor chips and electronic devices. ARM: Arm is the foundational architecture provider for the global semiconductor industry, with its intellectual property designs powering nearly every modern smartphone and an increasing number of data center and edge computing devices.
Side-by-side fundamentals
| Metric | AMAT | ARM | Edge |
|---|---|---|---|
| Price as of 2026-08-24 close | $484.19 | $238.78 | |
| Market cap as of 2026-08-25 | $384.3B | $290.4B | |
| P/E as of 2026-08-25 | 45.80 | 278.12 | AMAT lower |
| PEG as of 2026-08-25 | 1.48 | 8.84 | AMAT lower |
| Net margin as of 2026-08-25 | +30.1% | +20.3% | AMAT higher |
| Gross margin as of 2026-08-25 | +49.4% | +97.5% | ARM higher |
| Operating margin as of 2026-08-25 | +29.6% | +17.0% | AMAT higher |
| ROE as of 2026-08-25 | +39.8% | +13.0% | AMAT higher |
| ROA as of 2026-08-25 | +22.9% | +10.0% | AMAT higher |
| Debt / equity as of 2026-08-25 | 0.27 | 0.00 | ARM lower |
| Revenue growth (YoY) as of 2026-08-25 | +7.8% | +25.1% | ARM higher |
| Revenue CAGR (3y) SEC XBRL | +3.2% | +22.5% | ARM higher |
| Dividend yield as of 2026-08-25 | +0.9% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-08-25 | 1.61 | 3.91 | |
| 1-year return as of 2026-08-24 close | +198.0% | +73.1% | AMAT higher |
Fundamentals: market data, as of 2026-08-25. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-24.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.