KLA Corp. vs Union Pacific Corporation — how do they compare? KLA Corp. trades at $217.76 (market cap $271.18B), while Union Pacific Corporation trades at $296.88 (market cap $175.89B). The key difference: KLA Corp. is the larger of the two by market cap, and Union Pacific Corporation pays the higher dividend (1.86%). Which is the better fit depends on your goals.
| KLAC | UNP | |
|---|---|---|
Market Cap | $271.18B | $175.89B |
Sector | Technology | Industrials |
52-Week High | $301.71 | $301.75 |
52-Week Low | $84.39 | $214.91 |
Enterprise Value | $272.37B | $206.36B |
Dividend Yield | 0.44% | 1.86% |
Signals from Pluang's Aura AI — not financial advice
KLA Corporation (KLAC) trades at $207.82, down 2.32% amid a semiconductor sector correction. The stock shows strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $0.94 versus $0.917 expected, and robust profitability with a 35.66% net margin. Technical indicators signal bearish momentum with key support at $200, while analyst consensus remains bullish with a $243.43 price target. Recent corporate actions include a 1:10 stock split effective June 12, 2026, and a $2.30 dividend paid June 2, 2026.
KLAC's outlook is supported by dominant market positioning in semiconductor process control and AI-driven demand, but high valuation multiples (P/E 60.25) and sector volatility present risks. The stock offers growth potential through semiconductor equipment expansion, though investors should monitor industry cyclicality and competitive pressures from peers like Applied Materials.
Union Pacific (UNP) trades at $296.00, down 1.91% amid mixed technical signals. The stock shows strong fundamentals with 29.2% net margins and 40.69% ROE, while Q1 2026 earnings beat expectations. Analysts maintain a bullish consensus with a $311.07 price target. Recent news highlights the Norfolk Southern merger progress and upcoming Q2 earnings, with institutional buying supporting positive sentiment despite regulatory and legal overhangs.
Outlook remains positive given earnings momentum and operational efficiency, but risks include merger regulatory scrutiny, pending class action litigation, and cyclical freight demand. The stock offers value near consensus targets with dividend growth, though investors should weigh execution risks against solid profitability trends.
Trailing returns across standard periods
Latest headlines on both assets
KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →