Applied Materials, Inc. vs Freeport-McMoRan Inc — how do they compare? Applied Materials, Inc. trades at $579.66 (market cap $478.36B), while Freeport-McMoRan Inc trades at $61.55 (market cap $88.44B). The key difference: Applied Materials, Inc. is far larger — about 5.4× Freeport-McMoRan Inc's market cap, and Freeport-McMoRan Inc pays the higher dividend (0.98%). Which is the better fit depends on your goals.
| AMAT | FCX | |
|---|---|---|
Market Cap | $478.36B | $88.44B |
Sector | Technology | Basic Materials |
52-Week High | $723.00 | $71.73 |
52-Week Low | $156.25 | $35.34 |
Enterprise Value | $477.39B | $95.10B |
Dividend Yield | 0.35% | 0.98% |
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.
FCX trades at $61.52, up 1.69% on the day, with a bearish technical signal but strong fundamental performance. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $0.60. Revenue growth is steady, and profitability metrics like a 10.34% net income margin and 14.7% ROE reflect operational strength. Recent news highlights FCX's role in the copper market, driven by AI and energy transition demand.
The outlook is positive due to robust copper demand and expansion projects, but risks include commodity price volatility and high debt. Analysts are bullish with a $73.35 consensus price target, implying 19% upside. Investors should weigh strong cash flows and dividend payments against cyclical industry exposure and macroeconomic headwinds.
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 →Freeport-McMoRan Inc is an international mining company. It operates geographically diverse assets with proven and probable mineral reserves of copper, gold and molybdenum. The company's portfolio of assets includes the Grasberg minerals district in Indonesia
Read more on FCX →