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Stock Comparison · Structural lead, mixed market

Applied Materials vs Gartner: Which Stock Looks Stronger in 2026?

Gartner holds the cleaner structural position, with the lead spread across valuation and profitability. Applied Materials still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Applied Materials carries the stronger setup — intact trend against Gartner's broken trend. That leaves a split case: the structural lead stays with Gartner, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

This is not just a one-metric split: both valuation and profitability materially support the lead. The overall score gap is 17 points in favour of Gartner, Inc..

Trajectory Similarity
0.73
Similar
Peer-set rank: #8
within Applied Materials, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

Most of the shared profile comes through margin consistency and capital structure.

Similarity drivers
margin consistencycapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AMAT
Applied Materials, Inc.
48
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
IT
Gartner, Inc.
65
Peer-Score
Signal qualityLow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AMAT vs IT Profitability 64 100 Stability 26 26 Valuation 32 76 Growth 70 38 AMAT IT
Gap Ranking
#1 Valuation +44
#2 Profitability +36
#3 Growth +32
#4 Stability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMAT and IT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMATIT Relative valuation Structural strength

Gartner, Inc. and Applied Materials, Inc. look relatively close on structure, but the price setup still leans toward Gartner, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where AMAT and IT each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AMAT Elevated · above norm 0th 50th 100th 98 pct gap IT Lower · below norm 0th 50th 100th 99th 2nd
Today IT sits in the lower portion of its own 5-year history (2nd percentile), while AMAT sits higher in its own history (99th). Within each stock's own 5-year context, IT is at a historically more favourable entry position than AMAT. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
On valuation, Gartner, Inc. ranks near the top of the group; Applied Materials, Inc. sits in the weaker half.
Profitability
On profitability, the same pattern holds: both are strong, but Gartner, Inc. still leads clearly.
Valuation — Dominant Gap
AMAT
32
IT
76
Gap+44in favour of IT

The multiple-based pricing edge comes from a forward P/E that is 26 turns lower.

What keeps the gap from being one-sided

Growth still leans toward Applied Materials, Inc., so the lead is real without reading as one-way.

What this means for the comparison

The lead is built on both valuation and profitability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the AMAT vs IT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AMAT and IT each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.