AMATApplied Materials

$506.96+168% 1Y

$506.96

$189.2652 weeks$640.18

Is the price fair?

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A demanding price: priced for +25% a year vs +5% a year delivered, at the top of its own P/E range, and rich vs its sector.

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What the price assumes~+25% a year

Priced for ~25% a year FCF growth. The price demands more than its three-year revenue growth of 5% a year, priced for acceleration.

Vs its own P/E rangedearest in 41 quartersderived

Expensive vs its own history: P/E 43.7 vs a 17.7 median over 41 quarters (+146% vs median).

Vs sector (EV/EBIT)53.4×

Sector median 30.5× across 203 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jul 26, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 83% of the market

FCF yieldbottom 7% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What AMAT's price assumes

Applied Materials trades at 43.7× earnings against 53.4× for the median Semiconductor Equipment & Materials name, cheaper than its own group.

43.7

Trailing P/E · Semiconductor Equipment & Materials median 53.4 · cheaper than the typical name in its group

Price / sales: 15.9
Price / sales · today's price, trailing year to Jul 26, 2026
Free cash flow yield: 1.1%
Free cash flow yield · Semiconductor Equipment & Materials median 1.2%
Growth the price implies: +25%
Growth the price implies · The price pays for +25% free cash flow growth a year for a decade; the business has delivered −7.0% a year over the last three.