Applied Materials holds the cleaner structural position, with the lead spread across growth and valuation. Teradyne still has the edge on growth, 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.
Growth points more clearly toward Teradyne, Inc., even if the broader score still leans toward Applied Materials, Inc..
Both operate in: Semiconductor Equipment & Materials
This comparison is based on industry proximity, not on functional trajectory similarity. AMAT and TER share the same industry classification.
For a similarity-based comparison, see how Applied Materials and Teradyne each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
Applied Materials, Inc. and Teradyne, Inc. look relatively close on structure, but the price setup still leans toward Applied Materials, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
The current lead is backed by a stronger multi-year growth trajectory.
Applied Materials, Inc. also shows lower market-fundamental divergence, which makes the lead look less detached from the underlying business picture.
The lead is built on both growth and valuation — though growth still provides a counterweight.
Break down the AMAT vs TER comparison across all dimensions with the full interactive tool.
Explore how AMAT and TER 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.
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.