AMAT vs TXN
Applied Materials Inc /de (AMAT) and Texas Instruments Inc (TXN) are both filed with the SEC under Semiconductors & Related Devices. AMAT is 1.6× TXN's size by market cap ($382.8B against $243.4B); AMAT trades at the higher fiscal-year P/E (55.7× against 48.9×); TXN reports the higher net margin (28.3% against 24.7%); AMAT grew sales faster over three years (+3.2% against -4.1%); and over the past year AMAT returned +180.6% against TXN's +30.0%.
| AMAT | TXN | |
|---|---|---|
| Last close | $461.67 | $258.64 |
| Market cap | $382.8B | $243.4B |
| P/E (FY) | 55.7× | 48.9× |
| P/S | 13.5× | 13.8× |
| EV/EBITDA | 43.6× | — |
| Gross margin | 48.7% | 57.0% |
| Operating margin | 29.2% | 34.1% |
| Net margin | 24.7% | 28.3% |
| Return on equity | 35.5% | 30.1% |
| Sales growth (3y) | +3.2% | -4.1% |
| EPS growth (3y) | +5.2% | -16.6% |
| Dividend yield | 0.4% | 2.1% |
| 1-year return | +180.6% | +30.0% |
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); TXN FY2025 (ended 2025-12-31). — 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 A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined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 | TXN | |
|---|---|---|
| Institutional holders (13F) | 2,909 | 2,425 |
| Insider buyers − sellers (180d) | -5 | -5 |
| Congressional trades disclosed (180d) | 6 | 3 |
| 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 TXN: common questions
- Is AMAT bigger than TXN?
- AMAT carries the larger market cap — $382.8B against $243.4B, both struck on 2026-08-27.
- Which trades at a higher P/E, AMAT or TXN?
- AMAT, at a fiscal-year 55.7× against 48.9× for TXN. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
- How have AMAT and TXN performed over the past year?
- AMAT returned +180.6% and TXN +30.0%, measured on the trailing calendar year to the last close.
- How many institutions hold AMAT and TXN?
- 2,909 13F filers report a position in AMAT and 2,425 in TXN, on the latest quarter in the panel.
- Are AMAT and TXN 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 → · TXN overview → · AMAT institutional ownership → · TXN institutional ownership → · Congress and AMAT → · Congress and TXN → · Executive branch and AMAT → · Executive branch and TXN →
More in Semiconductors & Related Devices: AMAT vs AMD · AMAT vs AVGO · AMAT vs MU · AMAT vs NVDA
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Source: SPZCO — https://spzco.com/vs/amat-vs-txn