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AMAT vs CDNS: Dividend Comparison 2026

AMAT yields 0.57% · CDNS yields 0.74%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AMAT wins by $849.5K 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 →
CDNS
CDNS
● Live price
0.74%
Share price
$270.88
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.7K
Annual income
$77.46
Full CDNS calculator →

Portfolio growth — AMAT vs CDNS

📍 AMAT 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 PeriodAMATCDNS
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 + CDNS cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AMAT pays
CDNS 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
CDNS
Annual income on $10K today (after 15% tax)
$62.76/yr
After 10yr DRIP, annual income (after tax)
$65.84/yr
At 15% tax rate, AMAT beats the other by $553,015.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMAT: 50%CDNS: 50%
100% CDNS50/50100% AMAT
Portfolio after 10yr
$445.5K
Annual income
$325,380.47/yr
Blended yield
73.04%
📊

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
CDNS
Analyst Ratings
25
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$377.88
+39.5% upside vs current
Range: $275.00 — $418.00
Altman Z
10.9
Piotroski
6/9
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
CDNS buys
9
PoliticianChamberTickerTypeAmountDate
Michael McCaul🏢 House$CDNS▼ Sell$1,001 - $15,0002025-10-27
Val Hoyle🏢 House$CDNS▼ Sell$1,001 - $15,0002025-09-23
Ro Khanna🏢 House$CDNS▲ Buy$1,001 - $15,0002025-08-26
Gilbert Cisneros🏢 House$CDNS▼ Sell$1,001 - $15,0002025-08-05
Michael McCaul🏢 House$CDNS▼ Sell$15,001 - $50,0002025-06-16
Jefferson Shreve🏢 House$CDNS▼ Sell$50,001 - $100,0002025-05-12
Greg Landsman🏢 House$CDNS▼ Sell$1,001 - $15,0002025-03-27
Rob Bresnahan🏢 House$CDNS▲ Buy$1,001 - $15,0002025-03-17
Gilbert Cisneros🏢 House$CDNS▼ Sell$1,001 - $15,0002025-02-26
Rob Bresnahan🏢 House$CDNS▼ Sell$1,001 - $15,0002025-01-13
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMATCDNS
Forward yield0.57%0.74%
Annual dividend / share$1.84$2.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$870.2K$20.7K
Annual income after 10y$650,683.47$77.46
Total dividends collected$830.8K$758.00
Payment frequencyquarterlyquarterly
SectorTechnologyTechnology
Analyst consensusBuyBuy
Analyst price target$420.83$377.88

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

YearAMAT PortfolioAMAT Income/yrCDNS PortfolioCDNS Income/yrGap
1← crossover$10,814$113.89$10,774$73.83+$40.00AMAT
2$11,801$230.20$11,602$74.34+$199.00AMAT
3$13,097$469.57$12,489$74.82+$608.00AMAT
4$14,988$974.06$13,439$75.27+$1.5KAMAT
5$18,120$2,083.53$14,455$75.70+$3.7KAMAT
6$24,097$4,708.45$15,543$76.10+$8.6KAMAT
7$37,488$11,703.75$16,708$76.47+$20.8KAMAT
8$74,144$34,032.60$17,954$76.82+$56.2KAMAT
9$205,149$125,814.77$19,288$77.15+$185.9KAMAT
10$870,193$650,683.47$20,716$77.46+$849.5KAMAT

AMAT vs CDNS: 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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CDNSTechnology

Cadence Design Systems, Inc. provides software, hardware, services, and reusable integrated circuit (IC) design blocks worldwide. The company offers functional verification services, including emulation and prototyping hardware. Its functional verification offering consists of JasperGold, a formal verification platform; Xcelium, a parallel logic simulation platform; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification. The company also provides digital IC design and sign off products, including Genus logic synthesis and Joules RTL power solutions, as well as Modus software solution to reduce systems-on-chip design-for-test time; physical implementation tools, such as place and route, optimization, and multiple patterning preparation; and signoff products to signoff the design as ready for silicon manufacturing. In addition, it offers custom IC design and simulation products to create schematic and physical representations of circuits down to the transistor level for analog, mixed-signal, custom digital, memory, and radio frequency designs; and system design and analysis products to develop printed circuit boards and IC packages, as well as to analyze electromagnetic, electro-thermal, and other multi-physics effects. Further, the company provides intellectual property (IP) products comprising pre-verified and customizable functional blocks to integrate into customer's ICs; and verification IP and memory models to emulate and model the expected behavior and interaction of standard industry system interface protocols. Additionally, it offers services related to methodology, education, and hosted design solutions, as well as technical support and maintenance services. The company serves 5G communications, aerospace and defense, automotive, industrial and healthcare, mobile, consumer, and hyperscale computing markets. Cadence Design Systems, Inc. was incorporated in 1987 and is headquartered in San Jose, California.

Full CDNS 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.