Applied Materials, Inc. vs American Express Co — how do they compare? Applied Materials, Inc. trades at $552.65 (market cap $417.31B), while American Express Co trades at $345.62 (market cap $230.15B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and American Express Co pays the higher dividend (1.11%). Which is the better fit depends on your goals.
| AMAT | AXP | |
|---|---|---|
Market Cap | $417.31B | $230.15B |
Sector | Technology | Financials |
52-Week High | $723.00 | $384.82 |
52-Week Low | $156.25 | $292.27 |
Enterprise Value | $416.34B | — |
Dividend Yield | 0.4% | 1.11% |
Signals from Pluang's Aura AI — not financial advice
AMAT trades at $525.61, up 0.67% in the last session, with a neutral technical signal and strong fundamentals. Recent earnings consistently beat expectations, with Q1 2026 EPS of $2.86 surpassing the $2.68 estimate. The stock benefits from robust profitability, including a 48.96% gross margin and 29.31% net margin, amid AI-driven semiconductor demand highlighted by CEO Gary Dickerson on CNBC on May 28, 2026.
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 40 buy ratings and no sells. Risks include high valuation multiples like a P/E of 49.45 and cyclical semiconductor exposure, but growth in AI and data center investments offers significant opportunity.
AXP trades at $343.22, up 1.29% today, with a bullish technical signal and strong support at $339. The stock shows robust fundamentals with 2025 revenue of $72.23B and net income of $10.83B, though recent earnings have been mixed. Analyst consensus is a $369.42 price target with 40% buy ratings. Recent news highlights Amex Ventures' AI investments and premium cardmember benefits, reinforcing growth initiatives.
Outlook remains positive due to steady revenue growth and high ROE of 33.97%, but risks include competitive pressures and a P/E of 20.68 above sector averages. The stock offers upside to consensus targets if execution continues, though investors should monitor spending trends and economic sensitivity.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →American Express Company is a global payment and travel company. The Company's principal products and services are charge and credit payment card products and travel-related services offered to consumers and businesses around the world.
Read more on AXP →