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AMAT vs AVGO

Applied Materials Inc /de (AMAT) and Broadcom Inc. (AVGO) are both filed with the SEC under Semiconductors & Related Devices. AVGO is 4.6× AMAT's size by market cap ($1.77T against $382.8B); AVGO trades at the higher fiscal-year P/E (77.9× against 55.7×); AVGO reports the higher net margin (36.2% against 24.7%); AVGO grew sales faster over three years (+24.4% against +3.2%); and over the past year AMAT returned +180.6% against AVGO's +20.4%.

AMATAVGO
Last close$461.67$368.79
Market cap$382.8B$1.77T
P/E (FY)55.7×77.9×
P/S13.5×27.7×
EV/EBITDA43.6×
Gross margin48.7%67.8%
Operating margin29.2%39.9%
Net margin24.7%36.2%
Return on equity35.5%
Sales growth (3y)+3.2%+24.4%
EPS growth (3y)+5.2%+21.6%
Dividend yield0.4%0.6%
1-year return+180.6%+20.4%

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); AVGO FY2025 (ended 2025-11-02). — 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 A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined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

AMATAVGO
Institutional holders (13F)2,9094,621
Insider buyers − sellers (180d)-5-5
Congressional trades disclosed (180d)68
Executive-branch officials on file — trades disclosed (180d)1016

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 AVGO: common questions

Is AMAT bigger than AVGO?
AVGO carries the larger market cap — $1.77T against $382.8B, both struck on 2026-08-27.
Which trades at a higher P/E, AMAT or AVGO?
AVGO, at a fiscal-year 77.9× 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 AVGO performed over the past year?
AMAT returned +180.6% and AVGO +20.4%, measured on the trailing calendar year to the last close.
How many institutions hold AMAT and AVGO?
2,909 13F filers report a position in AMAT and 4,621 in AVGO, on the latest quarter in the panel.
Are AMAT and AVGO in the same industry?
Both are filed with the SEC under Semiconductors & Related Devices, which is the classification this pairing is built on.