Compare Applied Materials, Inc. (AMAT) vs Rockwell Automation (ROK) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applied Materials, Inc. vs Rockwell Automation — how do they compare? Applied Materials, Inc. trades at $584.18 (market cap $478.36B), while Rockwell Automation trades at $470.7 (market cap $52.53B). The key difference: Applied Materials, Inc. is far larger — about 9.1× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.17%). Which is the better fit depends on your goals.
| AMAT | ROK | |
|---|---|---|
Market Cap | $478.36B | $52.53B |
Sector | Technology | Industrials |
52-Week High | $723.00 | $495.08 |
52-Week Low | $156.25 | $328.67 |
Enterprise Value | $477.39B | $56.17B |
Dividend Yield | 0.35% | 1.17% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% today, with strong earnings beats in recent quarters and a consensus analyst price target of $644.33. The stock shows a bullish moving average signal but neutral oscillators, with key resistance at $617 and support at $573. Revenue grew to $28.37B in 2025, with a net income margin of 24.66%, though valuation ratios like P/E of 56.68 are elevated. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, positioning AMAT for multi-year growth.
The outlook for AMAT is positive, driven by AI infrastructure expansion and consistent earnings outperformance. Risks include high valuation multiples and semiconductor cycle volatility. With 76.9% of analysts rating it a buy and institutional sentiment bullish, the stock offers growth potential but requires monitoring of execution and market conditions.
Rockwell Automation (ROK) trades at $472.12, up 0.99% on the day, showing strong momentum with three consecutive earnings beats. The stock's technical picture is neutral with bullish moving averages, while valuation multiples remain elevated with a P/E of 49.03. Recent news highlights the company's leadership in industrial automation and AI infrastructure growth potential, with multiple Zacks recognition as a top momentum and growth stock in July 2026.
ROK presents a mixed outlook with strong operational cash flow and recent earnings outperformance offset by premium valuations. Investment opportunity lies in industrial automation growth and AI infrastructure tailwinds, while risks include competitive pressures and sensitivity to industrial spending cycles. Analyst consensus leans cautious with 64% hold ratings despite recent positive coverage.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
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 Rockwell Automation
Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →
