HomeCompareXPO vs AMAT

XPO vs AMAT: Dividend Comparison 2026

XPO yields 1.07% · AMAT yields 0.57%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AMAT wins by $849.0K in total portfolio value
10 years
XPO
XPO
● Live price
1.07%
Share price
$186.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$115.03
Full XPO 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 — XPO vs AMAT

📍 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 PeriodXPOAMAT
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, XPO + AMAT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

XPO
Annual income on $10K today (after 15% tax)
$91.20/yr
After 10yr DRIP, annual income (after tax)
$97.78/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, AMAT beats the other by $552,983.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XPO: 50%AMAT: 50%
100% AMAT50/50100% XPO
Portfolio after 10yr
$445.7K
Annual income
$325,399.26/yr
Blended yield
73.01%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMAT right now

XPO
Analyst Ratings
21
Buy
10
Hold
1
Sell
Consensus: Buy
Price Target
$190.33
+2.1% upside vs current
Range: $95.00 — $250.00
Altman Z
3.5
Piotroski
5/9
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)

XPO buys
0
AMAT buys
0
No recent congressional trades found for XPO or AMAT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXPOAMAT
Forward yield1.07%0.57%
Annual dividend / share$2.00$1.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%100%
Portfolio after 10y$21.2K$870.2K
Annual income after 10y$115.03$650,683.47
Total dividends collected$1.1K$830.8K
Payment frequencyquarterlyquarterly
SectorIndustrialsTechnology
Analyst consensusBuyBuy
Analyst price target$190.33$420.83

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

YearXPO PortfolioXPO Income/yrAMAT PortfolioAMAT Income/yrGap
1← crossover$10,807$107.30$10,814$113.89$7.00AMAT
2$11,672$108.37$11,801$230.20$129.00AMAT
3$12,599$109.39$13,097$469.57$498.00AMAT
4$13,591$110.35$14,988$974.06$1.4KAMAT
5$14,653$111.25$18,120$2,083.53$3.5KAMAT
6$15,791$112.10$24,097$4,708.45$8.3KAMAT
7$17,010$112.90$37,488$11,703.75$20.5KAMAT
8$18,314$113.66$74,144$34,032.60$55.8KAMAT
9$19,710$114.37$205,149$125,814.77$185.4KAMAT
10$21,205$115.03$870,193$650,683.47$849.0KAMAT

XPO vs AMAT: Complete Analysis 2026

XPOIndustrials

XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.

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