Stocks / AMAT vs IBM

AMAT vs IBM: Which Stock Is the Better Buy?

Applied Materials, Inc. and International Business Machines Corporation side by side — fundamentals from SEC filings, refreshed nightly. Sector: Technology.

AMAT is the larger company ($403.1B vs $210.7B). On the fundamentals, AMAT grows revenue faster (10.5% vs 4.1%); AMAT earns a higher net margin (24.7% vs 15.7%); AMAT has the stronger return on equity (34.3% vs 32.4%). Neither shows an obvious red flag in the filings. Full numbers below — the stronger figure on each row is in green.

AI verdict — AMAT vs IBM, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Applied Materials, Inc. (AMAT)International Business Machines Corporation (IBM)
Market cap$403.1B$210.7B
Revenue (latest FY)$28.37B$67.53B
Net income (latest FY)$7.00B$10.59B
Revenue growth (5y CAGR)10.5%4.1%
Net margin24.7%15.7%
Return on equity34.3%32.4%
P/E ratio47.819.9
Dividend yield0.4%3.0%
Profitable years (of last 10)1010
Positive free cash flowYesYes

Verify the comparison

Use the filing period and source shown by each tool before treating two figures as comparable.

Compare with another company:

See the full AMAT vs IBM breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open AMAT's full financials →   Open IBM's full financials →

More comparisons

Frequently asked questions

Which is bigger, AMAT or IBM?

Applied Materials, Inc. is larger by market capitalization — $403.1B versus $210.7B.

Which grows faster, AMAT or IBM?

Over the last five fiscal years, Applied Materials, Inc. grew revenue faster — 10.5%/yr versus 4.1%/yr, computed from SEC-filed statements.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

Keep exploring

AMAT fundamentals → · IBM fundamentals → · All 1,500+ companies → · Free screener →