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AMAT vs ARES: Dividend Comparison 2026

AMAT yields 0.57% · ARES yields 4.37%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ARES wins by $2928.77M in total portfolio value
10 years
AMAT
AMAT
● Live price
0.57%
Share price
$323.12
Annual div
$1.84
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$870.2K
Annual income
$650,683.47
Full AMAT calculator →
ARES
ARES
● Live price
4.37%
Share price
$107.66
Annual div
$4.71
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2929.64M
Annual income
$2,806,406,662.94
Full ARES calculator →

Portfolio growth — AMAT vs ARES

📍 ARES pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAMATARES
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, AMAT + ARES cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AMAT pays
ARES pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AMAT
Annual income on $10K today (after 15% tax)
$48.40/yr
After 10yr DRIP, annual income (after tax)
$553,080.95/yr
ARES
Annual income on $10K today (after 15% tax)
$371.87/yr
After 10yr DRIP, annual income (after tax)
$2,385,445,663.50/yr
At 15% tax rate, ARES beats the other by $2,384,892,582.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AMAT + ARES for your $10,000?

AMAT: 50%ARES: 50%
100% ARES50/50100% AMAT
Portfolio after 10yr
$1465.25M
Annual income
$1,403,528,673.21/yr
Blended yield
95.79%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMAT right now

AMAT
Analyst Ratings
1
Strong
41
Buy
11
Hold
Consensus: Buy
Price Target
$420.83
+30.2% upside vs current
Range: $290.00 — $470.00
Altman Z
14.2
Piotroski
7/9
ARES
Analyst Ratings
1
Strong
15
Buy
5
Hold
Consensus: Buy
Price Target
$179.25
+66.5% upside vs current
Range: $148.00 — $215.00
Altman Z
1.5
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMAT buys
0
ARES buys
0
No recent congressional trades found for AMAT or ARES in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMATARES
Forward yield0.57%4.37%
Annual dividend / share$1.84$4.71
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$870.2K$2929.64M
Annual income after 10y$650,683.47$2,806,406,662.94
Total dividends collected$830.8K$2920.90M
Payment frequencyquarterlyquarterly
SectorTechnologyStock
Analyst consensusBuyBuy
Analyst price target$420.83$179.25

Year-by-year: AMAT vs ARES ($10,000, DRIP)

YearAMAT PortfolioAMAT Income/yrARES PortfolioARES Income/yrGap
1← crossover$10,814$113.89$11,575$874.98$761.00ARES
2$11,801$230.20$14,278$1,893.05$2.5KARES
3$13,097$469.57$19,643$4,364.80$6.5KARES
4$14,988$974.06$32,241$11,223.63$17.3KARES
5$18,120$2,083.53$68,932$34,434.38$50.8KARES
6$24,097$4,708.45$211,368$137,610.38$187.3KARES
7$37,488$11,703.75$1,014,866$788,702.55$977.4KARES
8$74,144$34,032.60$8,164,206$7,078,299.39$8.09MARES
9$205,149$125,814.77$115,169,668$106,433,966.79$114.96MARES
10$870,193$650,683.47$2,929,638,207$2,806,406,662.94$2928.77MARES

AMAT vs ARES: Complete Analysis 2026

AMATTechnology

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. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

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ARESStock

Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.

Full ARES Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.