AMAT vs PANW: 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
A
79%
Confidence
VS
PANW
Palo Alto Networks Inc
B
72%
Confidence

AMAT vs PANW Fundamental Comparison

Metric AMAT PANW
Revenue $14.9B $8.1B
Net Income $4.8B $589.0M
Net Margin 32.4% 7.3%
ROE 20.2% 2.1%
ROA 12.0% 1.3%
Current Ratio 2.51x 0.86x
Debt/Equity 0.22x 0.07x
EPS $6.05 $0.79

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 PANW: Frequently Asked Questions

Is AMAT or PANW the better stock in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), AMAT has stronger fundamentals. AMAT is graded A (79% confidence) while PANW is graded B (72% confidence). This is not investment advice.

How does AMAT compare to PANW fundamentally?

APPLIED MATERIALS INC /DE has ROE of 20.2% vs Palo Alto Networks Inc's 2.1%. Net margins are 32.4% vs 7.3% respectively.

Which stock pays higher dividends, AMAT or PANW?

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

Should I invest in AMAT or PANW for long term?

For long-term investing, consider that AMAT has a A grade with 79% confidence, while PANW has a B grade with 72% 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 PANW?

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