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TDG vs AMAT: Dividend Comparison 2026

TDG yields 7.94% · AMAT yields 0.57%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TDG wins by $98239.50M in total portfolio value
10 years
TDG
TDG
● Live price
7.94%
Share price
$1,132.88
Annual div
$90.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$98240.37M
Annual income
$95,920,878,475.35
Full TDG calculator →
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 →

Portfolio growth — TDG vs AMAT

📍 TDG 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 PeriodTDGAMAT
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, TDG + AMAT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TDG
Annual income on $10K today (after 15% tax)
$675.27/yr
After 10yr DRIP, annual income (after tax)
$81,532,746,704.05/yr
AMAT
Annual income on $10K today (after 15% tax)
$48.40/yr
After 10yr DRIP, annual income (after tax)
$553,080.95/yr
At 15% tax rate, TDG beats the other by $81,532,193,623.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TDG: 50%AMAT: 50%
100% AMAT50/50100% TDG
Portfolio after 10yr
$49120.62M
Annual income
$47,960,764,579.42/yr
Blended yield
97.64%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMAT right now

TDG
Analyst Ratings
22
Buy
17
Hold
Consensus: Buy
Price Target
$1,590.33
+40.4% upside vs current
Range: $1,370.00 — $1,871.00
Altman Z
1.8
Piotroski
7/9
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
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)

TDG buys
5
AMAT buys
0
PoliticianChamberTickerTypeAmountDate
Josh Gottheimer🏢 House$TDG▼ Sell$1,001 - $15,0002025-02-04
Valerie Hoyle🏢 House$TDG▲ Buy$1,001 - $15,0002024-10-29
Josh Gottheimer🏢 House$TDG▼ Sell$1,001 - $15,0002024-10-17
Josh Gottheimer🏢 House$TDG▼ Sell$1,001 - $15,0002024-03-13
William R. Keating🏢 House$TDG▲ Buy$1,001 - $15,0002024-02-28
Josh Gottheimer🏢 House$TDG▲ Buy$1,001 - $15,0002023-05-16
Ro Khanna🏢 House$TDG▼ Sell$15,001 - $50,0002022-04-06
Ro Khanna🏢 House$TDG▼ Sell$1,001 - $15,0002022-04-06
Ro Khanna🏢 House$TDG▼ Sell$15,001 - $50,0002021-06-04
Dean Phillips🏢 House$TDG▼ Sell$1,001 - $15,0002020-12-18
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTDGAMAT
Forward yield7.94%0.57%
Annual dividend / share$90.00$1.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$98240.37M$870.2K
Annual income after 10y$95,920,878,475.35$650,683.47
Total dividends collected$98081.96M$830.8K
Payment frequencyquarterlyquarterly
SectorIndustrialsTechnology
Analyst consensusBuyBuy
Analyst price target$1,590.33$420.83

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

YearTDG PortfolioTDG Income/yrAMAT PortfolioAMAT Income/yrGap
1← crossover$12,289$1,588.87$10,814$113.89+$1.5KTDG
2$16,799$3,649.61$11,801$230.20+$5.0KTDG
3$27,300$9,325.17$13,097$469.57+$14.2KTDG
4$57,537$28,326.08$14,988$974.06+$42.5KTDG
5$173,153$111,588.53$18,120$2,083.53+$155.0KTDG
6$812,970$627,696.35$24,097$4,708.45+$788.9KTDG
7$6,378,468$5,508,589.79$37,488$11,703.75+$6.34MTDG
8$87,609,542$80,784,582.01$74,144$34,032.60+$87.54MTDG
9$2,167,746,983$2,074,004,772.22$205,149$125,814.77+$2167.54MTDG
10$98,240,367,747$95,920,878,475.35$870,193$650,683.47+$98239.50MTDG

TDG vs AMAT: Complete Analysis 2026

TDGIndustrials

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.

Full TDG Calculator →

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.

Full AMAT 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.