Both in Semiconductors
Advanced Micro Devices vs Applied Materials
Over the past year AMD returned +161.7% and AMAT returned +104.7%; their daily moves had a correlation of 0.63.
AMD +161.7% AMAT +104.7%Growth of $1, one year, split-adjusted
| Metric | AMD | AMAT |
|---|---|---|
| Price | $570.82 | $446.63 |
| Market cap | $931.85B | $354.44B |
| Today | −5.73% | −3.79% |
| 1 month | +13.2% | +6.0% |
| 6 months | +121.1% | +13.3% |
| Year to date | +166.5% | +73.8% |
| 1 year | +163.8% | +103.5% |
| Revenue growth (YoY) | +50.1% | +24.8% |
| Gross margin | 53.8% | 50.3% |
| Net margin | 19.9% | 27.8% |
| P/E (TTM) | 144.8× | 38.2× |
| Price / sales | 22.6× | 11.5× |
| Net cash | $9.88B | $2.69B |
| Dividend yield | — | 0.47% |
| Volatility (60d) | 61.3% | 60.3% |
| Short % of float | 2.4% | 1.7% |
| Next earnings | Nov 3, 2026 | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).