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Compare · AMAT vs SEDG

AMAT vs SEDG

Side-by-side comparison of Applied Materials Inc. (AMAT) and SolarEdge Technologies Inc. (SEDG): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AMAT and SEDG operate in Semiconductors (Technology), so they compete in similar markets.
  • AMAT is the larger of the two at $390.76B, about 100.5x SEDG ($3.89B).
  • Over the past year, AMAT is up 190.0% and SEDG is up 241.7% - SEDG leads by 51.8 points.
  • SEDG has been more active in the news (11 items in the past 4 weeks vs 10 for AMAT).
  • Both have 25 recent analyst ratings on file.
PerformanceAMAT+189.96%SEDG+241.75%
2025-06-09+0.00%2026-06-08
MetricAMATSEDG
Company
Applied Materials Inc.
SolarEdge Technologies Inc.
Price
$492.12+8.62%
$63.98+1.30%
Market cap
$390.76B
$3.89B
1M return
+19.88%
+65.76%
1Y return
+189.96%
+241.75%
Industry
Semiconductors
Semiconductors
Exchange
NASDAQ
NASDAQ
IPO
1972
2015
News (4w)
10
11
Recent ratings
25
25
AMAT

Applied Materials Inc.

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices, as well as equipment for processing flexible substrates. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was founded in 1967 and is headquartered in Santa Clara, California.

SEDG

SolarEdge Technologies Inc.

SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It offers inverters, power optimizers, communication devices, and smart energy management solutions used in residential, commercial, and small utility-scale solar installations; and a cloud-based monitoring platform that collects and processes information from the power optimizers and inverters, as well as monitors and manages the solar PV system. The company also provides residential, commercial, and large scale photovoltaics, energy storage and backup, electric vehicle charging, and home energy management solutions, as well as grid services; and e-Mobility, automation machines, lithium-ion cells and battery packs, and uninterrupted power supply solutions, as well as virtual power plants, which helps to manage the load on the grid and grid stability. In addition, it offers pre-sales support, ongoing trainings, and technical support and after installation services. The company sells its products to the providers of solar PV systems; and solar installers and distributors, electrical equipment wholesalers, and PV module manufacturers, as well as engineering, procurement, and construction firms. SolarEdge Technologies, Inc. was founded in 2006 and is headquartered in Herzliya, Israel.

Latest AMAT

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