AMAT vs TSM
AMAT: Applied Materials is a critical enabler of the semiconductor industry, providing the essential materials engineering equipment required to build the world’s most advanced chips. TSM: TSMC is the world’s leading pure-play semiconductor foundry, serving as the essential backbone for the global electronics and AI supply chain.
Side-by-side fundamentals
| Metric | AMAT | TSM | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $507.67 | $399.09 | |
| Market cap as of 2026-08-03 | $403.1B | $2.07T | |
| P/E as of 2026-08-03 | 47.71 | 25.23 | TSM lower |
| PEG as of 2026-08-03 | 1.48 | 0.95 | TSM lower |
| Net margin as of 2026-08-03 | +29.3% | +50.7% | TSM higher |
| Gross margin as of 2026-08-03 | +49.0% | +64.5% | TSM higher |
| Operating margin as of 2026-08-03 | +28.6% | +56.4% | TSM higher |
| ROE as of 2026-08-03 | +39.8% | +39.9% | TSM higher |
| ROA as of 2026-08-03 | +22.9% | +27.2% | TSM higher |
| Debt / equity as of 2026-08-03 | 0.27 | 0.15 | TSM lower |
| Revenue growth (YoY) as of 2026-08-03 | +3.3% | +31.4% | TSM higher |
| Revenue CAGR (3y) SEC XBRL | +3.2% | +15.5% | TSM higher |
| Dividend yield as of 2026-08-03 | +0.4% | +0.9% | TSM higher |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-08-03 | 1.94 | 1.04 | |
| 1-year return as of 2026-07-31 close | +181.9% | +62.5% | AMAT higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
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.