Applied Materials, Inc. vs DexCom, Inc. — how do they compare? Applied Materials, Inc. trades at $576.2 (market cap $478.36B), while DexCom, Inc. trades at $75.02 (market cap $28.93B). The key difference: Applied Materials, Inc. is far larger — about 16.5× DexCom, Inc.'s market cap, and Applied Materials, Inc. pays a 0.35% dividend while DexCom, Inc. pays none. Which is the better fit depends on your goals.
| AMAT | DXCM | |
|---|---|---|
Market Cap | $478.36B | $28.93B |
Sector | Technology | Health |
52-Week High | $723.00 | $89.53 |
52-Week Low | $156.25 | $54.84 |
Enterprise Value | $477.39B | $27.89B |
Dividend Yield | 0.35% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% recently, with strong technical support near $573 and resistance at $617. The company demonstrates robust fundamentals, including a 29.31% net income margin and consistent earnings beats, while benefiting from AI-driven semiconductor demand highlighted in recent CEO commentary (CNBC, 2026-05-28).
Outlook remains positive given analyst consensus of $644.33 price target and 76.9% buy ratings, though elevated P/E of 56.68 poses valuation risk. Key opportunities include AI infrastructure growth, while risks involve cyclical semiconductor demand and execution challenges in scaling operations.
DXCM trades at $74.96, up 2.66% today, with strong technical momentum as price approaches resistance near $76. The company demonstrates robust fundamentals with revenue growth from $2.9B in 2022 to $4.7B in 2025 and expanding net margins to 17.93%. Recent FDA clearance for pediatric Stelo CGM and positive CONNECT trial results support growth in the non-insulin diabetes market.
Outlook remains positive with 80% analyst buy ratings and $83.78 consensus target, though risks include GLP-1 drug competition and execution in expanding beyond insulin-dependent patients. Earnings beat expectations in three consecutive quarters, with Q2 2026 results anticipated July 30, 2026.
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 →Dexcom designs and commercializes continuous glucose monitoring systems for diabetics. CGM systems serve as an alternative to the traditional blood glucose meter process, and the company is evolving its CGM systems to include the disposable sensor and the durable receiver.
Read more on DXCM →