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 4.2× larger than Cadence Design Systems by market cap; Applied Materials trades at the lower P/E (44.6 vs 71.2); year to date, Applied Materials leads (+102.6% vs +15.0%).
Side by side
| AMAT | CDNS | |
|---|---|---|
| Market cap | $413B | $98.1B |
| Price | $509.57 | $348.84 |
| Today | −2.1% | −2.0% |
| Return YTD | +102.6% | +15.0% |
| Return 1Y | +146.1% | +1.8% |
| Since June 26, 2026 | −18.7% | −7.5% |
| P/E | 44.6 | 71.2 |
| P/S | 13.4 | 16.8 |
| P/B | 16.1 | 14.3 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.