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

ORCL leads on 11 of 16 compared metrics.

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 June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — AMAT vs ORCL

growth of $100 · last 30y
AMAT +12762.8%ORCL +4720.2%AMAT compounded faster
05k10kStart $100200120062011201620212026$12,863$4,820
AMAT ORCL

AMAT vs ORCL: by the numbers

  • ORCL is the larger company ($529.57B vs $450.37B market cap).
  • ORCL trades at the lower earnings multiple (31.58 vs 53.31 P/E).
  • AMAT converts more revenue to profit (29.31% vs 25.37% net margin).
  • ORCL grew revenue faster over the past five years (10.72% vs 9.33% CAGR).
  • ORCL pays the higher dividend yield (1.09% vs 0.34%).

Which is better, AMAT or ORCL?

Metric tally: AMAT 5 · ORCL 11

It depends on what you're optimizing for:

ValueORCL(lower P/E)
GrowthORCL(faster 5Y revenue CAGR)
IncomeORCL(higher dividend yield)
QualityAMAT(higher ROIC)

Valuation

MetricAMATORCL
P/E ratio53.3131.58
Forward P/E46.3822.93
P/S ratio15.627.97
P/B ratio18.9612.47
PEG ratio76.901.26
EV / EBITDA42.4220.61
FCF yield1.32%

Profitability

MetricAMATORCL
Gross margin48.96%65.81%
Operating margin29.51%30.85%
Net margin29.31%25.37%
ROE35.58%39.69%
ROIC21.96%7.99%

Dividends

MetricAMATORCL
Dividend yield0.34%1.09%
Payout ratio21.93%33.67%

Growth (annualized)

MetricAMATORCL
Revenue CAGR (5Y)9.33%10.72%
EPS CAGR (5Y)17.13%4.93%
FCF CAGR (5Y)9.02%-13.18%
Total return CAGR (5Y)34.01%18.89%

Frequently asked

Which is better, AMAT or ORCL?
It depends on your goal. value: ORCL (lower P/E); growth: ORCL (faster 5Y revenue CAGR); income: ORCL (higher dividend yield); quality: AMAT (higher ROIC). Across all compared metrics, ORCL leads 11 to 5.
Is AMAT or ORCL cheaper?
On trailing earnings, ORCL is cheaper: AMAT trades at a 53.31 P/E and ORCL at 31.58.
Which has grown faster, AMAT or ORCL?
Over the past five years, ORCL grew revenue faster — AMAT at a 9.33% CAGR versus ORCL at 10.72%.
Does AMAT or ORCL pay a bigger dividend?
AMAT yields 0.34% and ORCL yields 1.09% based on trailing dividends and the latest price.
Is AMAT or ORCL more profitable?
AMAT runs the higher net margin — AMAT at 29.31% versus ORCL at 25.37%.
Which has been the better investment, AMAT or ORCL?
Over the past 10-year, AMAT delivered the higher annualized total return — AMAT at 38.64% versus ORCL at 18.62%. 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 June 13, 2026.