Applied Materials, Inc. vs Marathon Petroleum Corp — how do they compare? Applied Materials, Inc. trades at $549.52 (market cap $417.31B), while Marathon Petroleum Corp trades at $341.8 (market cap $94.48B). The key difference: Applied Materials, Inc. is far larger — about 4.4× Marathon Petroleum Corp's market cap, and Marathon Petroleum Corp pays the higher dividend (1.19%). Which is the better fit depends on your goals.
| AMAT | MPC | |
|---|---|---|
Market Cap | $417.31B | $94.48B |
Sector | Technology | Energy |
52-Week High | $723.00 | $336.42 |
52-Week Low | $156.25 | $159.11 |
Enterprise Value | $416.34B | $121.00B |
Dividend Yield | 0.4% | 1.19% |
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.
Marathon Petroleum (MPC) trades at $320.32, up 7.42% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat expectations by 22.1%. The stock is in a bullish technical trend, supported by robust refining margins and disciplined operations. Recent news highlights MPC's advantage from global refining tightness and geopolitical disruptions. Valuation ratios like P/E of 11.67 and P/S of 0.65 suggest potential undervaluation relative to earnings growth.
Outlook remains positive with analyst consensus at Buy (75.76%) and a $332.70 price target, though risks include volatile energy markets and debt levels. Earnings growth and cash returns via dividends and buybacks are key catalysts, but investors should monitor refining margin sustainability and macroeconomic pressures.
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 →Marathon Petroleum is an independent refiner with 13 refineries in the midcontinent, West Coast, and Gulf Coast of the United States with total throughput capacity of 2.9 million barrels per day. Its Dickinson, ND, facility produces 184 million gallons a year of renewable diesel. Its Martinez, CA, facility will have the ability to produce 730 million gallons a year of renewable diesel once converted. The firm also owns and operates midstream assets primarily through its listed MLP, MPLX.
Read more on MPC →