RankAlpha logo
Back to Rankings

AMAT

Applied MaterialsB
Nasdaq / Semiconductors & Semiconductor Equipment
Last Price
Quote time unavailable
View Chart

Operating peers and competitors

Source-backed product markets and frozen research comparisons. Valuation comparators remain in the existing peer table.

Loading market evidence...

Research comparisons do not establish forecast usefulness or trading returns.

Compare shared product markets

Membership only; no portfolio weights or estimated losses.

+
Peers tracked
8
U.S. public peers
Grade Position
In line
vs peer average
AMAT vs peer average
60/100
AMAT vs. peer average (B vs. C)
Grade spread
A 1 · B 4 · C 1 · D 1 · F 1
Graded peers loaded
Coverage
8 graded
100% of tracked

Peer overview

LRCX is the first available peer comparator.

Direct wafer-fabrication equipment peer. Lam's 2026 filing explicitly identifies Applied as an etch competitor and its primary competitor in dielectric and metals deposition; compare spending conversion and margins rather than treating the firms as identical. [#REL-e56f42d8-d8ab-4788-8f65-184eee800cd0] [#REL-0a3a9ade-7bee-47df-890c-e3e977b9e296] [Lam filing](https://www.sec.gov/Archives/edgar/data/707549/000070754926000037/lrcx-20260628.htm)

✓Peer source comes from the stored AI memo or peer model
✓Grades and factor rows use RankAlpha API data when available
✓Missing peer scores remain blank instead of being estimated
✓Side-by-side comparison keeps the data contract visible
Top peerLRCXLam Research
AMAT
Applied Materials
LRCX
Lam Research
Grade
B
B
Momentum
48
44
Value
54
52
Sentiment
65
68
Setup Bias
Net —
-
Market Cap
-
-
Posture
Constructive
Constructive
Open Side-by-Side ComparisonCompare top peers (up to 3)

Grade position vs LRCX

AMAT / LRCX
Grade Position
In line
AMAT vs. peer average (B vs. C)
60/100
Momentum
48
AMAT
Value
54
AMAT
Sentiment
65
LRCX

Rotation landscape

Peers ranked by the order returned from the peer source, with grades from the API.

Rank
Ticker
Company
Grade
Grade score
vs AMAT
1
LRCX
LRCX
B
80/100
Even
2
KLAC
KLAC
C
60/100
-1
3
TXN
Texas Instruments Inc Common
B
80/100
Even
4
ARM
ARM Holdings PLC ADR
D
40/100
-2
5
MRVL
Marvell Technology Inc Common
B
80/100
Even
LRCX is the first peer returned for this comparison set.