AMAT vs TER
Applied Materials and Teradyne, both Technology
Applied Materials is the larger company at $490B against $69B. On trailing earnings AMAT is the cheaper of the two at a P/E of 41.4 against 49.9, a gap that is only a bargain if the two are growing at similar rates. Over the past year TER returned +247% against +171% for AMAT. Ryufin's sector-relative Smart Score puts TER ahead, 8/10 against 7/10.
| Figure | AMAT | TER |
|---|---|---|
| Last close | $480 | $363 |
| Market cap | $490B | $69B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 41.4 | 49.9 |
| Dividend yield | 0.4% | 0.1% |
| 1-year return | +171% | +247% |
| 5-year return | +258% | +192% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 8/10 |
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.
Teradyne
Revenue of $1.3B in Q2 2026, net income $375M. Its largest reported line is Semiconductor Test, 80% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.