AMAT vs AMD
Applied Materials Inc /de (AMAT) and Advanced Micro Devices Inc (AMD) are both filed with the SEC under Semiconductors & Related Devices. AMD is 2.0× AMAT's size by market cap ($778.2B against $382.8B); AMD trades at the higher fiscal-year P/E (179.9× against 55.7×); AMAT reports the higher net margin (24.7% against 12.5%); AMD grew sales faster over three years (+13.6% against +3.2%); and over the past year AMAT returned +180.6% against AMD's +176.2%.
| AMAT | AMD | |
|---|---|---|
| Last close | $461.67 | $465.58 |
| Market cap | $382.8B | $778.2B |
| P/E (FY) | 55.7× | 179.9× |
| P/S | 13.5× | 22.5× |
| EV/EBITDA | 43.6× | — |
| Gross margin | 48.7% | 49.5% |
| Operating margin | 29.2% | 10.7% |
| Net margin | 24.7% | 12.5% |
| Return on equity | 35.5% | 7.2% |
| Sales growth (3y) | +3.2% | +13.6% |
| EPS growth (3y) | +5.2% | +46.7% |
| Dividend yield | 0.4% | — |
| 1-year return | +180.6% | +176.2% |
Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: AMAT FY2025 (ended 2025-10-26); AMD FY2025 (ended 2025-12-27). — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.
Who holds them, and who has traded them
| AMAT | AMD | |
|---|---|---|
| Institutional holders (13F) | 2,909 | 3,142 |
| Insider buyers − sellers (180d) | -5 | -5 |
| Congressional trades disclosed (180d) | 6 | 11 |
| Executive-branch officials on file — trades disclosed (180d) | 10 | 13 |
Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.
AMAT vs AMD: common questions
- Is AMAT bigger than AMD?
- AMD carries the larger market cap — $778.2B against $382.8B, both struck on 2026-08-27.
- Which trades at a higher P/E, AMAT or AMD?
- AMD, at a fiscal-year 179.9× against 55.7× for AMAT. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
- How have AMAT and AMD performed over the past year?
- AMAT returned +180.6% and AMD +176.2%, measured on the trailing calendar year to the last close.
- How many institutions hold AMAT and AMD?
- 2,909 13F filers report a position in AMAT and 3,142 in AMD, on the latest quarter in the panel.
- Are AMAT and AMD in the same industry?
- Both are filed with the SEC under Semiconductors & Related Devices, which is the classification this pairing is built on.
AMAT overview → · AMD overview → · AMAT institutional ownership → · AMD institutional ownership → · Congress and AMAT → · Congress and AMD → · Executive branch and AMAT → · Executive branch and AMD →
More in Semiconductors & Related Devices: AMAT vs AVGO · AMAT vs MU · AMAT vs NVDA · AMAT vs TXN
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Source: SPZCO — https://spzco.com/vs/amat-vs-amd