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

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

AI Verdict

MSFT has stronger fundamentals based on our AI analysis.

AMAT
APPLIED MATERIALS INC /DE
A
79%
Confidence
VS
MSFT
MICROSOFT CORP
A
91%
Confidence

AMAT vs MSFT Fundamental Comparison

Metric AMAT MSFT
Revenue $14.9B $241.8B
Net Income $4.8B $98.0B
Net Margin 32.4% 40.5%
ROE 20.2% 23.6%
ROA 12.0% 14.1%
Current Ratio 2.51x 1.28x
Debt/Equity 0.22x 0.10x
EPS $6.05 $13.14

Green = Better metric | Red = Weaker metric

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Browse Sectors: Technology Healthcare Finance Energy Consumer Industrial
Stock Lists: Top Rated Undervalued Growth Dividend

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AMAT vs MSFT: Frequently Asked Questions

Is AMAT or MSFT the better stock in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), MSFT has stronger fundamentals. AMAT is graded A (79% confidence) while MSFT is graded A (91% confidence). This is not investment advice.

How does AMAT compare to MSFT fundamentally?

APPLIED MATERIALS INC /DE has ROE of 20.2% vs MICROSOFT CORP's 23.6%. Net margins are 32.4% vs 40.5% respectively.

Which stock pays higher dividends, AMAT or MSFT?

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

Should I invest in AMAT or MSFT for long term?

For long-term investing, consider that AMAT has a A grade with 79% confidence, while MSFT has a A grade with 91% 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 MSFT?

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