LIVE
ENTG
Entegris, Inc. · Technology
$141.72
-5.85% this month
VERSUS
⟷
COMPARE
AMAT
Applied Materials, Inc. · Technology
$575.39
+1.43% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
ENTG
2
AMAT
2
Comparison scoreboard
MIXED SETUPAI Score
ENTG 63.1
AMAT ✓72.2
1Y Return
ENTG +64.96%
AMAT ✓+190.70%
Fwd P/E
ENTG ✓30.47
AMAT 36.17
Target Up.
ENTG ✓+16.43%
AMAT +1.61%
Op. Margin
ENTG N/A
AMAT 31.90%
Metrics last refreshed: 7/14/2026
Quick take
ENTG vs AMAT: Entegris vs Applied Materials Stock Comparison: AI Score, Valuation, Performance and Upside
Entegris makes the specialty materials and chemicals that semiconductor fabs consume in every production run, while Applied Materials makes the deposition, etch, and other equipment that fabs purchase in capex cycles. Entegris has more recurring consumable revenue; Applied Materials has larger absolute revenue and more exposure to WFE capex cycles.
ENTG vs AMAT is semiconductor consumable materials versus semiconductor equipment — Entegris wins if leading-edge node transitions increase materials content per wafer; Applied Materials wins if WFE spending rebounds with memory recovery and AI chip capacity expansion.
Live analysis · updated 7/14/2026
ENTG and AMAT are closely matched — they split the tracked metrics evenly. AMAT has delivered stronger 1-year price return (+190.70% vs +64.96%), though ENTG has the better forward P/E setup (30.47x vs 36.17x for AMAT). Analyst consensus implies meaningfully more upside for ENTG (+16.43%) than for AMAT (+1.61%).
Normalized 1Y performance
ENTG
AMAT
Recent returns
ENTG
AMAT
Analyst price targets & sentiment
ENTG · 10 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.2/5.0)
Price target range
analyst low$115.00
analyst high$205.00
analyst mean$165.00
current price$141.72
+16.4% upside to analyst mean
AMAT · 32 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$152.00
analyst mean$612.20
current price$575.39
+1.6% upside to analyst mean
Who should consider this stock?
ENTG may suit investors who:
- →prefer consumable semiconductor materials revenue that tracks fab utilization rather than capex cycles
- →value increasing materials content per wafer at advanced nodes as a structural revenue driver
- →want semiconductor exposure that is less cyclical than equipment companies in WFE downturns
- →believe advanced packaging demand for AI chips (CoWoS) creates incremental materials consumption
AMAT may suit investors who:
- →want the broadest semiconductor equipment platform across deposition, etch, CMP, and metrology
- →value Applied Materials' large installed base services revenue as a recurring income stream
- →believe AI memory HBM build-out and TSMC leading-edge capex drive sustained WFE spending
- →are comfortable with WFE cyclicality in exchange for the world's largest semiconductor equipment company scale
Performance & AI score
| Metric | ENTG | AMAT |
|---|---|---|
| AI score | 63.1 | 72.2 |
| AI rank | #88 | #30 |
| Latest close | $141.72 | $575.39 |
| 1M return | -5.85% | +1.43% |
| 6M return | +39.37% | +91.05% |
| 1Y return | +64.96% | +190.70% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ENTG | AMAT |
|---|---|---|
| 1Y ago | $16.56K (+65.6%) started 2025-07-14 | $29.19K (+191.9%) started 2025-07-14 |
| 5Y ago | $12.5K (+25.0%) started 2021-07-14 | $45.24K (+352.4%) started 2021-07-14 |
| 10Y ago | $102.95K (+929.5%) started 2016-07-14 | $269.9K (+2599.0%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ENTG | AMAT |
|---|---|---|
| Market cap | $21.58B | $478.36B |
| Trailing P/E | 87.48 | 56.84 |
| Forward P/E | 30.47 | 36.17 |
| Price/Sales | 6.67 | 4.76 |
| EV/Revenue | 7.45 | 16.45 |
| Analyst target | $165.00 | $612.20 |
| Target upside | +16.43% | +1.61% |
Growth, profitability & risk
| Metric | ENTG | AMAT |
|---|---|---|
| Revenue growth | 5.00% | 11.40% |
| Earnings growth | 46.30% | 33.50% |
| EPS growth | +46.30% | +33.50% |
| FCF margin | +13.76% | +10.48% |
| Operating margin | N/A | 31.90% |
| Profit margin | 8.18% | 29.31% |
| ROIC proxy | 6.79% | 39.69% |
| Return on equity | 6.79% | 39.69% |
| Dividend yield | 0.28% | 0.36% |
| Beta | 1.31 | 1.57 |
| Debt/equity | 92.80 | 30.40 |
| Current ratio | 3.21 | 2.51 |
| Quick ratio | 1.75 | 1.62 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ENTG max drawdown31.30%
AMAT max drawdown23.31%
ENTG max wkly drop22.87%
AMAT max wkly drop21.09%
5Y risk snapshot
ENTG max drawdown59.32%
AMAT max drawdown55.14%
ENTG max wkly drop27.01%
AMAT max wkly drop21.09%
10Y risk snapshot
ENTG max drawdown59.32%
AMAT max drawdown55.14%
ENTG max wkly drop27.01%
AMAT max wkly drop25.36%
Performance metrics by period
| Period | Metric | ENTG | AMAT |
|---|---|---|---|
| 1Y | Growth | +64.96% | +191.93% |
| CAGR | +65.02% | +193.24% | |
| Sharpe ratio | 1.04 | 2.14 | |
| Max drawdown | 31.30% | 23.31% | |
| Max daily drop | 14.46% | 14.07% | |
| Max wkly drop | 22.87% | 21.09% | |
| 5Y | Growth | +22.60% | +337.95% |
| CAGR | +4.16% | +34.38% | |
| Sharpe ratio | 0.26 | 0.78 | |
| Max drawdown | 59.32% | 55.14% | |
| Max daily drop | 20.97% | 14.07% | |
| Max wkly drop | 27.01% | 21.09% | |
| 10Y | Growth | +884.18% | +2333.74% |
| CAGR | +25.70% | +37.62% | |
| Sharpe ratio | 0.63 | 0.85 | |
| Max drawdown | 59.32% | 55.14% | |
| Max daily drop | 20.97% | 20.36% | |
| Max wkly drop | 27.01% | 25.36% |
Business comparison
| Category | ENTG | AMAT |
|---|---|---|
| Company | Entegris, Inc. | Applied Materials, Inc. |
| Sector | Technology | Technology |
| Industry | N/A | Semiconductor Equipment & Materials |
| Core business | Specialty materials and process solutions for semiconductor manufacturing. Entegris provides chemical mechanical planarization (CMP) slurries, filtration systems, wafer carriers, and process chemicals that semiconductor fabs consume in every production run. | World's largest semiconductor equipment company by revenue, providing deposition, etch, ion implantation, CMP, and metrology equipment to logic and memory fabs globally. Applied Materials also provides semiconductor display and solar manufacturing equipment. |
| Investor focus | Leading-edge logic and memory fab ramp revenue, materials content per wafer at advanced nodes, CMC Materials integration synergies, and margin recovery. | WFE (wafer fabrication equipment) spending cycle, leading-edge logic and HBM memory equipment shipments, China revenue exposure and risk, and backlog conversion. |
ENTG strengths
- →Materials content per wafer increases at each technology node — Entegris benefits as logic advances from 3nm to 2nm and beyond
- →Consumable materials model creates recurring revenue that tracks fab utilization rather than capex cycles
- →Advanced packaging demand (CoWoS for AI chips) drives incremental materials consumption
AMAT strengths
- →Applied Materials is the world's largest semiconductor equipment company — its breadth of process steps (deposition, etch, CMP) provides unique cross-process integration knowledge
- →AI memory (HBM) build-out drives incremental Applied Materials equipment demand as TSMC, Samsung, and SK Hynix expand capacity
- →Services and parts revenue from the installed base creates recurring revenue independent of new equipment orders
Risks to watch — ENTG
- →Semiconductor fab utilization cycles affect Entegris' revenue — fab slowdowns reduce consumable material consumption
- →CMC Materials acquisition integration increased leverage and operational complexity
- →China export restrictions reduce Entegris' addressable market for certain advanced materials at Chinese fabs
Risks to watch — AMAT
- →WFE spending is cyclical — capex downturns (memory oversupply, logic demand softness) significantly reduce equipment orders
- →China revenue concentration creates risk from US export controls that restrict Applied Materials' sales to Chinese fabs
- →ASML's EUV equipment is the most critical gate for leading-edge nodes — Applied Materials does not make EUV equipment
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