Applied Materialsvs.Cadence Design Systems
AMAT vs CDNS · both in Semiconductor equipment & IP, part of the AI & digital infrastructure value chain: The machines and chip IP advanced semiconductor manufacturing cannot do without.
Applied Materials is about 4.8× larger than Cadence Design Systems by market cap; Applied Materials trades at the lower P/E (45.8 vs 64.7); year to date, Applied Materials leads (+88.4% vs +1.1%).
Side by side
| AMAT | CDNS | |
|---|---|---|
| Market cap | $424B | $89.2B |
| Price | $480.04 | $331.90 |
| Today | −0.9% | +5.1% |
| Return YTD | +88.4% | +1.1% |
| Return 1Y | +198.0% | −9.6% |
| P/E | 45.8 | 64.7 |
| P/S | 13.8 | 15.3 |
| P/B | 17.8 | 13.0 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Applied MaterialsAMAT
Applied Materials covers more steps of chipmaking than any other equipment vendor: deposition, etch, implantation, inspection, and the packaging tools that stack AI chips.
Full AMAT profile →Cadence Design SystemsCDNS
Ranks second in EDA behind Synopsys: design and verification software, licensable IP blocks, plus simulation that reaches past the chip to the whole system.
Full CDNS profile →More AMAT & CDNS comparisons
Other head-to-heads in the Semiconductor equipment & IP segment.