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Compare Applied Materials, Inc. (AMAT) vs McKesson Corporation (MCK) Price & Performance

Applied Materials, Inc.Trade
McKesson CorporationTrade

Price performance (Past 24H)

Key statistics

Applied Materials, Inc. vs McKesson Corporation — how do they compare? Applied Materials, Inc. trades at $549 (market cap $417.31B), while McKesson Corporation trades at $894.99 (market cap $105.14B). The key difference: Applied Materials, Inc. is far larger — about 4× McKesson Corporation's market cap, and McKesson Corporation pays the higher dividend (0.42%). Which is the better fit depends on your goals.

AMATMCK
Market Cap
$417.31B$105.14B
Sector
TechnologyHealth
52-Week High
$723.00$995.69
52-Week Low
$156.25$659.01
Enterprise Value
$416.34B$111.67B
Dividend Yield
0.4%0.42%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Applied Materials, Inc.

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.

McKesson Corporation

No Aura AI signal available yet.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Applied Materials, Inc.

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

About McKesson Corporation

McKesson is a leading wholesaler of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and Cardinal Health, the three account for well over 90% of the U.S. pharmaceutical wholesale industry. McKesson is currently divesting from its pharmaceutical wholesale and distribution in Europe and Canada in order to redeploy capital to strategic growth areas in the U.S. (oncology network and ecosystem, and biopharma services). Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.

Read more on MCK