AMAT vs Q

Applied Materials and Qnity Electronics, both Technology

Applied Materials is the larger company at $490B against $35B. On trailing earnings AMAT is the cheaper of the two at a P/E of 41.4 against 45.2, a gap that is only a bargain if the two are growing at similar rates.

Applied Materials and Qnity Electronicscompared on valuation, return and Ryufin’s Smart Score
FigureAMATQ
Last close$480$126
Market cap$490B$35B
Trailing P/Elower is cheaper for the same earnings, not automatically better41.445.2
Dividend yield0.4%0.1%
1-year return+171%n/a
5-year return+258%n/a
Ryufin Smart Scoresector-relative, 1–107/10n/a

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Applied Materials

Revenue of $9.1B in Q3 2026, net income $2.5B. Its largest reported line is TW, 27% of the disclosed total.

Qnity Electronics

Revenue of $1.4B in Q2 2026, net income $136M. Its largest reported line is South Korea Taiwan And Other Asia Pacific, 33% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or read the correlation.