Applied Materialsvs.KLA
AMAT vs KLAC · 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 1.6× larger than KLA by market cap; Applied Materials trades at the lower P/E (45.8 vs 56.6); year to date, Applied Materials leads (+88.4% vs +49.4%).
Side by side
| AMAT | KLAC | |
|---|---|---|
| Market cap | $424B | $273B |
| Price | $480.04 | $183.34 |
| Today | −0.9% | +1.0% |
| Return YTD | +88.4% | +49.4% |
| Return 1Y | +198.0% | +108.6% |
| P/E | 45.8 | 56.6 |
| P/S | 13.8 | 20.1 |
| P/B | 17.8 | 43.0 |
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 →KLAKLAC
Finding a defect a few nanometres across is its own industry, and KLA dominates it. Its inspection systems and yield software show a fab what is going wrong.
Full KLAC profile →More AMAT & KLAC comparisons
Other head-to-heads in the Semiconductor equipment & IP segment.