Applied Materials, Inc. (AMAT) vs Oracle Corporation (ORCL)

A side-by-side comparison of Applied Materials, Inc. and Oracle Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAMAT vs ORCL

growth of $100 · dividends reinvested · last 10y
AMAT +1588.7% (+32.7%/yr)ORCL +356.8% (+16.4%/yr)AMAT compounded faster over this window
05001k2k2k3kStart $10020182020202220242026$1,689$457
AMAT ORCL

AMAT vs ORCL: by the numbers

  • ORCL is the larger company ($432.50B vs $362.43B market cap).
  • AMAT converts more revenue to profit (30.05% vs 26.36% net margin).
  • ORCL grew revenue faster over the past five years (11.94% vs 8.81% CAGR).
  • ORCL pays the higher dividend yield (1.31% vs 0.54%).

Metrics side by side

Valuation

MetricAMATORCL
P/E ratio39.35N/A
Forward P/E35.6218.61
P/S ratio11.75N/A
P/B ratio14.14N/A
EV / EBITDA36.53N/A
FCF yield1.55%N/A

Profitability

MetricAMATORCL
Gross margin49.40%65.20%
Operating margin30.50%32.36%
Net margin30.05%26.36%
ROE36.16%28.16%
ROIC23.58%7.68%

Dividends

MetricAMATORCL
Dividend yield0.54%1.31%
Payout ratio21.03%N/A

Growth (annualized)

MetricAMATORCL
Revenue CAGR (5Y)8.81%11.94%
EPS CAGR (5Y)17.13%4.93%
FCF CAGR (5Y)5.66%-13.18%
Total return CAGR (5Y)28.17%12.82%

Frequently asked

Which has grown faster, AMAT or ORCL?
Over the past five years, ORCL grew revenue faster — AMAT at a 8.81% CAGR versus ORCL at 11.94%.
Does AMAT or ORCL pay a bigger dividend?
AMAT yields 0.54% and ORCL yields 1.31% based on trailing dividends and the latest price.
Is AMAT or ORCL more profitable?
AMAT runs the higher net margin — AMAT at 30.05% versus ORCL at 26.36%.
How have AMAT and ORCL total returns compared?
Over the past 10 years, AMAT delivered 33.13% and ORCL delivered 16.08% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 10, 2026.