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Stock Comparison · Single-driver result

Applied Materials vs Motorola Solutions: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Motorola Solutions carrying a narrow edge on stability. Applied Materials still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison is mainly decided in stability, with the rest of the profile carrying less weight.

Trajectory Similarity
0.74
Similar
Peer-set rank: #7
within Applied Materials, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

Most of the shared profile comes through revenue stability and capital structure.

Similarity drivers
revenue stabilitycapital 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.
51
Peer-Score
Signal qualityMedium
vs
MSI
Motorola Solutions, Inc.
54
Peer-Score
Signal qualityMedium

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

The clearest separation appears in stability.

Dimension spread: AMAT vs MSI Profitability 72 51 Stability 26 85 Valuation 56 49 Growth 37 35 AMAT MSI
Gap Ranking
#1 Stability +59
#2 Profitability +21
#3 Valuation +7
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMAT and MSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMATMSI Relative valuation Structural strength

The setup stays mixed because structure and the price setup do not align cleanly in one direction.

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

Relative Position vs Comparable Companies
Stability
Motorola Solutions, Inc. ranks near the top of the group on stability; Applied Materials, Inc. sits in the weaker half.
Profitability
On profitability, the edge still sits with Applied Materials, Inc., even though both profiles look solid.
Stability — Dominant Gap
AMAT
26
MSI
85
Gap+59in favour of MSI

The stability gap is very wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Capital efficiency also runs the other way, with a 13.2-point ROIC edge acting as a real counterforce.

What this means for the comparison

The main read on stability is clearer than the broader score gap.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how AMAT and MSI 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.

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.