Applied Materials, Inc. vs HSBC Holdings plc — how do they compare? Applied Materials, Inc. trades at $530.78 (market cap $414.54B), while HSBC Holdings plc trades at $103.01 (market cap $353.82B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and HSBC Holdings plc pays the higher dividend (3.63%). Which is the better fit depends on your goals.
| AMAT | HSBC | |
|---|---|---|
Market Cap | $414.54B | $353.82B |
Sector | Technology | Technology |
52-Week High | $723.00 | $107.86 |
52-Week Low | $156.25 | $63.84 |
Enterprise Value | $413.57B | — |
Dividend Yield | 0.41% | 3.63% |
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.
HSBC trades at $103.73, up 1.14% today, with a bullish technical signal from moving averages and support at $102. The stock shows strong fundamentals with a P/E of 14.76, net income margin of 34.54%, and ROE of 12.44%. Recent Q2 2026 earnings beat expectations, driven by 7% revenue growth and a $1 billion buyback announcement, reflecting robust banking and wealth management performance.
Outlook is positive due to earnings momentum and shareholder returns, but risks include China regulatory changes and a recent Citi downgrade. Analyst consensus is mixed with 38.1% buy ratings, suggesting cautious optimism amid a 40% year-to-date run, requiring monitoring of Asia exposure and interest rate trends.
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 →HSBC is one of the world's largest banking and financial services organizations. It serves customers worldwide through four global businesses: Retail, Commercial, Global Banking, and Private Banking.
Read more on HSBC →