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 July 28, 2026. Differences are shown without an overall score or investment verdict.
AMAT
Applied Materials, Inc.
$476.46TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
ORCL
Oracle Corporation
$119.99TechnologyDelayed quote: Jul 28, 2026, 3:59 PM EDT
Total return — AMAT vs ORCL
growth of $100 · dividends reinvested · last 30yAMAT +24231.5%ORCL +3573.7%AMAT compounded faster
Log scale — wide-divergence pair
AMAT ORCL
AMAT vs ORCL: by the numbers
- •AMAT is the larger company ($378.29B vs $345.63B market cap).
- •ORCL trades at the lower trailing earnings multiple (20.57 vs 48.58 P/E), one valuation lens rather than an overall verdict.
- •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 (1.67% vs 0.37%).
Metrics side by side
Valuation
| Metric | AMAT | ORCL |
|---|---|---|
| P/E ratio | 48.58 | 20.57 |
| Forward P/E | 42.09 | 16.01 |
| P/S ratio | 14.23 | 5.19 |
| P/B ratio | 17.27 | 8.22 |
| PEG ratio | 76.84 | 1.26 |
| EV / EBITDA | 45.66 | 16.52 |
| FCF yield | 1.44% | N/A |
Profitability
| Metric | AMAT | ORCL |
|---|---|---|
| Gross margin | 48.96% | 65.81% |
| Operating margin | 29.51% | 30.85% |
| Net margin | 29.31% | 25.37% |
| ROE | 35.58% | 40.20% |
| ROIC | 21.96% | 7.99% |
Dividends
| Metric | AMAT | ORCL |
|---|---|---|
| Dividend yield | 0.37% | 1.67% |
| Payout ratio | 21.93% | 33.67% |
Growth (annualized)
| Metric | AMAT | ORCL |
|---|---|---|
| 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) | 31.94% | 7.88% |
Frequently asked
- Which has the lower trailing P/E, AMAT or ORCL?
- ORCL has the lower trailing P/E: AMAT trades at 48.58 and ORCL at 20.57. P/E is one valuation measure and does not by itself establish which business is cheaper.
- 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 0.37% and ORCL yields 1.67% 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%.
- How have AMAT and ORCL total returns compared?
- Over the past 10 years, AMAT delivered 35.87% and ORCL delivered 13.02% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Materials P/E ratioOracle P/E ratioApplied Materials dividend yieldOracle dividend yieldApplied Materials ROEOracle ROEApplied Materials operating marginOracle operating marginApplied Materials revenue growthOracle revenue growthApplied Materials free cash flowOracle free cash flow
Applied Materials & Oracle appear in these rankings
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 July 28, 2026.