AMAT vs. LRCX, KLAC, ENTG, ONTO, MKSI, AMKR, AEIS, FORM, ACLS, and UCTT
Should you be buying Applied Materials stock or one of its competitors? The main competitors of Applied Materials include Lam Research (LRCX), KLA (KLAC), Entegris (ENTG), Onto Innovation (ONTO), MKS Instruments (MKSI), Amkor Technology (AMKR), Advanced Energy Industries (AEIS), FormFactor (FORM), Axcelis Technologies (ACLS), and Ultra Clean (UCTT). These companies are all part of the "semiconductor equipment" industry.
Applied Materials vs.
Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, earnings, analyst recommendations, community ranking, media sentiment, institutional ownership, dividends, valuation and risk.
Applied Materials has higher revenue and earnings than Lam Research. Applied Materials is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.
Applied Materials received 510 more outperform votes than Lam Research when rated by MarketBeat users. However, 75.80% of users gave Lam Research an outperform vote while only 71.94% of users gave Applied Materials an outperform vote.
Lam Research has a beta of 1.46, suggesting that its share price is 46% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.53, suggesting that its share price is 53% more volatile than the S&P 500.
Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 1.0%. Applied Materials pays an annual dividend of $1.60 per share and has a dividend yield of 0.9%. Lam Research pays out 27.9% of its earnings in the form of a dividend. Applied Materials pays out 20.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
84.6% of Lam Research shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 0.2% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
In the previous week, Lam Research had 39 more articles in the media than Applied Materials. MarketBeat recorded 108 mentions for Lam Research and 69 mentions for Applied Materials. Lam Research's average media sentiment score of 1.31 beat Applied Materials' score of 0.78 indicating that Lam Research is being referred to more favorably in the media.
Lam Research presently has a consensus target price of $98.22, suggesting a potential upside of 10.33%. Applied Materials has a consensus target price of $215.38, suggesting a potential upside of 22.35%. Given Applied Materials' higher probable upside, analysts plainly believe Applied Materials is more favorable than Lam Research.
Lam Research has a net margin of 26.49% compared to Applied Materials' net margin of 22.95%. Lam Research's return on equity of 51.86% beat Applied Materials' return on equity.
Summary
Lam Research beats Applied Materials on 13 of the 20 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Applied Materials Competitors List
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This page (NASDAQ:AMAT) was last updated on 2/21/2025 by MarketBeat.com Staff
