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.
AMAT
Applied Materials, Inc.
$456.49TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
ORCL
Oracle Corporation
$150.15TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — AMAT vs ORCL
growth of $100 · dividends reinvested · last 10yAMAT +1588.7% (+32.7%/yr)ORCL +356.8% (+16.4%/yr)AMAT compounded faster over this window
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
| Metric | AMAT | ORCL |
|---|---|---|
| P/E ratio | 39.35 | N/A |
| Forward P/E | 35.62 | 18.61 |
| P/S ratio | 11.75 | N/A |
| P/B ratio | 14.14 | N/A |
| EV / EBITDA | 36.53 | N/A |
| FCF yield | 1.55% | N/A |
Profitability
| Metric | AMAT | ORCL |
|---|---|---|
| Gross margin | 49.40% | 65.20% |
| Operating margin | 30.50% | 32.36% |
| Net margin | 30.05% | 26.36% |
| ROE | 36.16% | 28.16% |
| ROIC | 23.58% | 7.68% |
Dividends
| Metric | AMAT | ORCL |
|---|---|---|
| Dividend yield | 0.54% | 1.31% |
| Payout ratio | 21.03% | N/A |
Growth (annualized)
| Metric | AMAT | ORCL |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Applied Materials 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 September 10, 2026.