AMAT vs NVDA
Applied Materials Inc /de (AMAT) and Nvidia Corp (NVDA) are both filed with the SEC under Semiconductors & Related Devices. NVDA is 14.4× AMAT's size by market cap ($5.49T against $382.8B); AMAT trades at the higher fiscal-year P/E (55.7× against 46.5×); NVDA reports the higher net margin (55.6% against 24.7%); NVDA grew sales faster over three years (+100.0% against +3.2%); and over the past year AMAT returned +180.6% against NVDA's +20.9%.
| AMAT | NVDA | |
|---|---|---|
| Last close | $461.67 | $217.55 |
| Market cap | $382.8B | $5.49T |
| P/E (FY) | 55.7× | 46.5× |
| P/S | 13.5× | 25.4× |
| EV/EBITDA | 43.6× | 41.2× |
| Gross margin | 48.7% | 71.1% |
| Operating margin | 29.2% | 60.4% |
| Net margin | 24.7% | 55.6% |
| Return on equity | 35.5% | 101.5% |
| Sales growth (3y) | +3.2% | +100.0% |
| EPS growth (3y) | +5.2% | +206.6% |
| Dividend yield | 0.4% | 0.0% |
| 1-year return | +180.6% | +20.9% |
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); NVDA FY2026 (ended 2026-01-25). A return on equity past ±100% — NVDA at 101.5% — divides earnings by an average filed equity base smaller in magnitude than the earnings themselves; the two columns are not on one scale.
Who holds them, and who has traded them
| AMAT | NVDA | |
|---|---|---|
| Institutional holders (13F) | 2,909 | 5,774 |
| Insider buyers − sellers (180d) | -5 | -5 |
| Congressional trades disclosed (180d) | 6 | 21 |
| Executive-branch officials on file — trades disclosed (180d) | 10 | 19 |
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 NVDA: common questions
- Is AMAT bigger than NVDA?
- NVDA carries the larger market cap — $5.49T against $382.8B, both struck on 2026-08-27.
- Which trades at a higher P/E, AMAT or NVDA?
- AMAT, at a fiscal-year 55.7× against 46.5× for NVDA. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
- How have AMAT and NVDA performed over the past year?
- AMAT returned +180.6% and NVDA +20.9%, measured on the trailing calendar year to the last close.
- How many institutions hold AMAT and NVDA?
- 2,909 13F filers report a position in AMAT and 5,774 in NVDA, on the latest quarter in the panel.
- Are AMAT and NVDA 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 → · NVDA overview → · AMAT institutional ownership → · NVDA institutional ownership → · Congress and AMAT → · Congress and NVDA → · Executive branch and AMAT → · Executive branch and NVDA →
More in Semiconductors & Related Devices: AMAT vs AMD · AMAT vs AVGO · AMAT vs MU · AMAT vs TXN
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Source: SPZCO — https://spzco.com/vs/amat-vs-nvda