Applied Materials, Inc. vs Philip Morris International Inc. — how do they compare? Applied Materials, Inc. trades at $575 (market cap $478.36B), while Philip Morris International Inc. trades at $182.44 (market cap $283.07B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and Philip Morris International Inc. pays the higher dividend (3.24%). Which is the better fit depends on your goals.
| AMAT | PM | |
|---|---|---|
Market Cap | $478.36B | $283.07B |
Sector | Technology | Consumer Staples |
52-Week High | $723.00 | $191.86 |
52-Week Low | $156.25 | $144.33 |
Enterprise Value | $477.39B | $329.56B |
Dividend Yield | 0.35% | 3.24% |
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.
Philip Morris International (PM) trades at $181.62, up 0.25% on the day, with a bullish technical signal and strong analyst support. Recent earnings beat expectations in Q1 2026, and the company maintains robust profitability with a 26.74% net income margin. However, a recent $500 million impairment charge and lowered profit guidance due to cost pressures and currency swings present near-term headwinds. The stock is near the analyst consensus price target of $194, with support at $179 and resistance at $185.
The outlook for PM is cautiously optimistic, driven by its strong brand portfolio, including IQOS, and consistent cash flow generation. Investment opportunities lie in its dividend yield and potential for margin recovery. Key risks include regulatory challenges, illicit market growth in Europe, and ongoing cost inflation. Analyst consensus remains bullish, but investors should monitor execution against revised guidance.
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 →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
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