Applied Materials, Inc. vs CVS Health Corp — how do they compare? Applied Materials, Inc. trades at $535.63 (market cap $414.54B), while CVS Health Corp trades at $93.41 (market cap $122.36B). The key difference: Applied Materials, Inc. is far larger — about 3.4× CVS Health Corp's market cap, and CVS Health Corp pays the higher dividend (2.78%). Which is the better fit depends on your goals.
| AMAT | CVS | |
|---|---|---|
Market Cap | $414.54B | $122.36B |
Sector | Technology | Health |
52-Week High | $723.00 | $110.60 |
52-Week Low | $156.25 | $65.51 |
Enterprise Value | $413.57B | $184.71B |
Dividend Yield | 0.41% | 2.78% |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $525.61, down 2.51% on the day, amid a neutral technical signal with key support at $510 and resistance at $546. The company shows strong fundamentals with a 29.31% net income margin and consistent earnings beats, including Q1 2026 EPS of $2.86 versus $2.68 expected. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, calling it the 'greatest time in the history of the industry' (CNBC, 2026-05-28).
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 76.9% analyst buy ratings. Risks include high valuation multiples like a P/E of 49.12 and cyclical semiconductor equipment demand. The stock offers growth exposure to AI infrastructure but faces volatility from tech sector shifts.
No Aura AI signal available yet.
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 →Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →