Entegris vs Applied Materials: Which Stock Could Rally?
Entegris surged 16% during the past Week. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Applied Materials gives you more. Applied Materials (AMAT) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Entegris (ENTG) stock, suggesting you may be better off investing in AMAT
- AMAT’s quarterly revenue growth was 7.7%, vs. ENTG’s -0.1%.
- In addition, its Last 12 Months revenue growth came in at 6.6%, ahead of ENTG’s 0.6%.
- AMAT leads on profitability over both periods – LTM margin of 30.1% and 3-year average of 29.4%.
These differences become even clearer when you look at the financials side by side. The table highlights how ENTG’s fundamentals stack up against those of AMAT on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| ENTG | AMAT | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 34.1 | 24.7 | AMAT |
| Revenue Growth | |||
| Last Quarter | -0.1% | 7.7% | AMAT |
| Last 12 Months | 0.6% | 6.6% | AMAT |
| Last 3 Year Average | 3.8% | 4.4% | AMAT |
| Operating Margins | |||
| Last 12 Months | 12.8% | 30.1% | AMAT |
| Last 3 Year Average | 13.6% | 29.4% | AMAT |
| Momentum | |||
| Last 3 Year Return | 34.3% | 155.7% | AMAT |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: ENTG Revenue Comparison | AMAT Revenue Comparison
See more margin details: ENTG Operating Income Comparison | AMAT Operating Income Comparison
See detailed fundamentals on Buy or Sell AMAT Stock and Buy or Sell ENTG Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| ENTG Return | 93% | 45% | -52% | 84% | -17% | -6% | 89% | ||
| AMAT Return | 43% | 84% | -38% | 68% | 1% | 66% | 363% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% | ||
| Monthly Win Rates [3] | |||||||||
| ENTG Win Rate | 75% | 75% | 25% | 50% | 33% | 40% | 50% | ||
| AMAT Win Rate | 58% | 67% | 33% | 75% | 50% | 60% | 57% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| ENTG Max Drawdown | -22% | -2% | -55% | -2% | -18% | -36% | -23% | ||
| AMAT Max Drawdown | -38% | 0% | -52% | -1% | -8% | -22% | -20% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/9/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read AMAT Dip Buyer Analyses and ENTG Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about ENTG or AMAT? Consider portfolio approach.
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