Competitive view
AMAT vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Applied Materials
AMAT
Latest video
Q2 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
YouTube
Salesforce
CRM
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AMAT
$450.37B
Applied Materials
INTC
$626.09B
Intel Corporation
CRM
$135.86B
Salesforce
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AMAT
53.5x
Applied Materials
INTC
—
Intel Corporation
CRM
19.2x
Salesforce
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AMAT
34.9x
Applied Materials
INTC
80.8x
Intel Corporation
CRM
10.7x
Salesforce
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AMAT
11.4%
Applied Materials
INTC
7.2%
Intel Corporation
CRM
13.3%
Salesforce
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AMAT
33.5%
Applied Materials
INTC
—
Intel Corporation
CRM
52.2%
Salesforce
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AMAT
31.9%
Applied Materials
INTC
6.9%
Intel Corporation
CRM
21.8%
Salesforce
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AMAT
49.0%
Applied Materials
INTC
37.2%
Intel Corporation
CRM
77.6%
Salesforce
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AMAT
29.3%
Applied Materials
INTC
-5.9%
Intel Corporation
CRM
18.7%
Salesforce
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AMAT
39.7%
Applied Materials
INTC
-2.9%
Intel Corporation
CRM
16.9%
Salesforce
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AMAT
0.7%
Applied Materials
INTC
-1.3%
Intel Corporation
CRM
12.2%
Salesforce
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AMAT
30.40x
Applied Materials
INTC
36.03x
Intel Corporation
CRM
124.28x
Salesforce
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AMAT
2.51x
Applied Materials
INTC
2.31x
Intel Corporation
CRM
0.79x
Salesforce
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AMAT
1.67
Applied Materials
INTC
2.23
Intel Corporation
CRM
1.15
Salesforce
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AMAT
0.3%
Applied Materials
INTC
—
Intel Corporation
CRM
1.0%
Salesforce
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AMAT
-8.8%
Applied Materials
INTC
-25.2%
Intel Corporation
CRM
53.9%
Salesforce