Applied Materials, Inc. (AMAT) vs KLA Corporation (KLAC)
Applied Materials, Inc. and KLA Corporation are both Semiconductor Equipment & Materials companies. Applied Materials, Inc. is the larger, with a market value of $382.9B against $248.2B — 1.5× the size. Applied Materials, Inc. trades at the lower P/E: 41.6× against 51.1×. KLA Corporation grew revenue faster over the last twelve months: 11.7% against 7.77%. KLA Corporation has the higher net margin (35.6% vs 30.1%) and the higher return on invested capital (48.2% vs 24.9%). Both pay a dividend; KLA Corporation yields more (0.91% vs 0.71%). Across the 23 metrics below, KLA Corporation leads on 15 and Applied Materials, Inc. on 8.
Valuation
Profitability
| Metric | AMAT | KLAC | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 49.40% | 61.30% | 43.95% |
| Operating margin | 29.64% | 41.69% | 10.32% |
| Net margin | 30.05% | 35.57% | 7.45% |
| Free cash flow margin | 18.25% | 27.74% | 6.77% |
| Return on equity | 41.07% | 87.50% | 4.78% |
| Return on assets | 23.84% | 28.40% | 3.62% |
| Return on invested capital | 24.91% | 48.24% | 6.10% |
Growth
Health
Dividend
Size
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