Applied Materials, Inc. vs FTAI Aviation Ltd — how do they compare? Applied Materials, Inc. trades at $584.73 (market cap $478.36B), while FTAI Aviation Ltd trades at $216.59 (market cap $23.33B). The key difference: Applied Materials, Inc. is far larger — about 20.5× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.66%). Which is the better fit depends on your goals.
| AMAT | FTAI | |
|---|---|---|
Market Cap | $478.36B | $23.33B |
Sector | Technology | Industrials |
52-Week High | $723.00 | $310.04 |
52-Week Low | $156.25 | $109.92 |
Enterprise Value | $477.39B | $26.37B |
Dividend Yield | 0.35% | 0.66% |
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.
FTAI Aviation trades at $227.35, down 0.29% on the day, with a bearish technical signal despite strong analyst consensus. The company reported Q1 2026 EPS of $1.29, missing expectations of $1.50, but maintains robust revenue growth and a net income margin of 18.92%. Recent strategic collaborations and a dividend increase to $0.45 highlight management's confidence in long-term prospects, particularly in aerospace services and data center power solutions.
Outlook remains positive driven by aerospace demand and innovation in power solutions, though risks include earnings misses and high valuation multiples. With 100% buy ratings from analysts and institutional support, the stock offers growth potential but requires monitoring of execution against forecasts and competitive pressures in evolving markets.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →