AMAT vs IBM: Which is Better to Buy in 2026?

Side-by-side fundamental comparison based on AI analysis of SEC filings

AI Verdict

AMAT has stronger fundamentals based on our AI analysis.

AMAT
APPLIED MATERIALS INC /DE
BUY
80%
Confidence
VS
IBM
INTERNATIONAL BUSINESS MACHINES CORP
BUY
75%
Confidence

AMAT vs IBM Fundamental Comparison

Metric AMAT IBM
Revenue $7.0B $67.5B
Net Income $2.0B $10.6B
Net Margin 28.9% 15.7%
ROE 9.3% 32.4%
ROA 5.4% 7.0%
Current Ratio 2.71x 0.96x
Debt/Equity 0.30x 1.68x
EPS $2.54 $11.17

Green = Better metric | Red = Weaker metric

View Full AMAT Analysis →
View Full IBM Analysis →
Browse Sectors: Technology Healthcare Finance Energy Consumer Industrial
Stock Lists: Strong Buy Undervalued Growth Dividend

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AMAT vs IBM: Frequently Asked Questions

Is AMAT or IBM a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), AMAT has stronger fundamentals. AMAT is rated BUY (80% confidence) while IBM is rated BUY (75% confidence). This is not investment advice.

How does AMAT compare to IBM fundamentally?

APPLIED MATERIALS INC /DE has ROE of 9.3% vs INTERNATIONAL BUSINESS MACHINES CORP's 32.4%. Net margins are 28.9% vs 15.7% respectively.

Which stock pays higher dividends, AMAT or IBM?

AMAT has a dividend yield of N/A or no dividend while IBM has N/A or no dividend. Check individual stock pages for detailed dividend history and payout ratios.

Should I invest in AMAT or IBM for long term?

For long-term investing, consider that AMAT has BUY rating with 80% confidence, while IBM has BUY rating with 75% confidence. Higher confidence indicates more consistent fundamentals from SEC filings. This is not investment advice - always do your own research.

What do the AI models say about AMAT vs IBM?

Our dual AI system (Claude by Anthropic and ChatGPT by OpenAI) analyzes SEC 10-K and 10-Q filings independently. For AMAT vs IBM, the AI consensus favors AMAT based on fundamental metrics including revenue growth, profitability, ROE, and balance sheet strength.