Applied Materials, Inc. vs EPR Properties — how do they compare? Applied Materials, Inc. trades at $549.1 (market cap $417.31B), while EPR Properties trades at $61.2 (market cap $4.58B). The key difference: Applied Materials, Inc. is far larger — about 91.1× EPR Properties's market cap, and EPR Properties pays the higher dividend (6.22%). Which is the better fit depends on your goals.
| AMAT | EPR | |
|---|---|---|
Market Cap | $417.31B | $4.58B |
Sector | Technology | Real Estate |
52-Week High | $723.00 | $64.32 |
52-Week Low | $156.25 | $48.71 |
Enterprise Value | $416.34B | $8.09B |
Dividend Yield | 0.4% | 6.22% |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $522.12, down 3.16% on the day, amid a neutral technical signal with support at $510 and resistance at $546. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 forecast. Strong profitability is evident with a net margin of 29.31% and ROE of 39.69%, though valuation ratios like a P/E of 49.45 are elevated. Recent news highlights robust AI-driven demand in semiconductor equipment, with CEO Gary Dickerson calling it the industry's strongest period ever (CNBC, 2026-05-28).
The outlook remains positive given analyst consensus with a $662.82 price target and 76.9% buy ratings, but risks include high valuation sensitivity and cyclical semiconductor capital spending. Revenue growth to $29.0B in 2026 with a projected 29.31% net margin supports upside, though investors should monitor competitive pressures and macroeconomic impacts on tech spending.
EPR Properties (EPR) trades at $61.41, up 1.67% in the last session, with a bearish technical signal despite strong Q2 2026 FFO beating estimates. The company reported revenue growth to $699 million in 2026, though net income dipped to $263 million, and maintains a high gross margin of 91.41%. Recent news highlights dividend declarations and a new $1.6 billion credit facility, supporting its experiential real estate focus.
Outlook is mixed: analyst consensus favors 'Hold' with a $65.30 price target, indicating modest upside, but technical indicators and a slight earnings miss in Q1 2026 pose risks. Opportunities include dividend growth and portfolio diversification, while risks involve investing cash flow volatility and sector competition.
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 →EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →