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Stock Comparison · Single-driver result

Applied Materials vs TE Connectivity: Which Stock Looks Stronger in 2026?

Applied Materials leads structurally, with profitability as the clearest single gap between the two profiles. TE Connectivity still leads on growth and stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. 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 profitability, with the rest of the profile carrying less weight. Applied Materials, Inc. leads by 8 points on the overall comparison score.

Trajectory Similarity
0.77
Similar
Peer-set rank: #3
within Applied Materials, Inc.'s functional peer set

These two companies are linked by measured 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.

The strongest overlap appears in margin consistency and revenue growth trajectory.

Similarity drivers
margin consistencyrevenue growth trajectory
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
TEL
TE Connectivity plc
43
Peer-Score
Signal qualityMedium

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

The clearest separation appears in profitability.

Dimension spread: AMAT vs TEL Profitability 72 11 Stability 26 49 Valuation 56 55 Growth 37 68 AMAT TEL
Gap Ranking
#1 Profitability +61
#2 Growth +31
#3 Stability +23
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMAT and TEL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMATTEL Relative valuation Structural strength

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

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

Relative Position vs Comparable Companies
Profitability
Applied Materials, Inc. ranks near the top of the group on profitability; TE Connectivity plc sits in the weaker half.
Growth
The same broad pattern appears on growth: TE Connectivity plc ranks near the top of the group, while Applied Materials, Inc. stays in the weaker half.
Profitability — Dominant Gap
AMAT
72
TEL
11
Gap+61in favour of AMAT

The profitability lead is mainly driven by a 9-point operating margin advantage.

What keeps the gap from being one-sided

TE Connectivity still pushes back on growth, with a 23.8-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

Profitability points more clearly to Applied Materials, Inc., but growth and current pricing keep the broader result mixed.

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

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Other comparisons with conflicting dimension signals

Explore how AMAT and TEL 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.