The structural profiles are close, with Applied Materials carrying a narrow edge on profitability. NXP Semiconductors still has the edge on growth, which keeps the comparison from looking entirely one-sided. On the market side, Applied Materials is in better shape — its trend is intact while NXP Semiconductors's trend has broken down. That puts structure and market broadly in agreement — Applied Materials's lead looks more confirmed than conflicted.
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.
The lead runs through profitability, while growth still acts as a real counterweight on the other side.
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.
The match is driven mainly by revenue stability and margin consistency.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The clearest separation appears in profitability.
Left means cheaper relative valuation. Higher means stronger structure.
The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where AMAT and NXPI each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
Capital efficiency adds support, with a 18.3-point ROIC advantage.
Earnings growth also leans toward NXPI, which keeps the score lead from reading as a full growth sweep.
Profitability is the clearest driver of the lead, with growth adding further support — though growth still provides a real counterweight.
Break down the AMAT vs NXPI comparison across all dimensions with the full interactive tool.
Explore how AMAT and NXPI 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.
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.