AMAT vs MSFT
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. MSFT: Microsoft is a global leader in cloud computing and artificial intelligence, providing the essential software and infrastructure platforms that empower modern organizations.
Side-by-side fundamentals
| Metric | AMAT | MSFT | Edge |
|---|---|---|---|
| Price as of 2026-10-09 close | $507.03 | $535.07 | |
| Market cap | $402.4B | $3.97T | |
| P/E as of 2026-10-09 | 43.73 | 29.81 | MSFT lower |
| PEG | 8.42 | 1.30 | MSFT lower |
| Net margin | +24.7% | +40.3% | MSFT higher |
| Gross margin | +48.7% | +67.9% | MSFT higher |
| Operating margin | +29.2% | +46.8% | MSFT higher |
| ROE | +34.3% | +30.2% | AMAT higher |
| ROA | +19.3% | +17.6% | AMAT higher |
| Debt / equity as of 2026-09-03 | 0.27 | 0.24 | MSFT lower |
| Revenue growth (YoY) as of 2026-09-03 | +7.8% | +17.8% | MSFT higher |
| Revenue CAGR (3y) SEC XBRL | +3.2% | +16.1% | MSFT higher |
| Dividend yield as of 2026-09-03 | +0.5% | +0.7% | MSFT higher |
| Dividend streak (yrs) SEC XBRL | 12 | 19 | MSFT higher |
| Beta as of 2026-09-03 | 1.85 | 0.95 | |
| 1-year return as of 2026-10-09 close | +130.2% | +2.4% | AMAT higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
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.