Stock comparison
Affirm Holdings
Applied Materials
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AFRM
Affirm Holdings
Market cap
$21.84B
Sector
Technology
AMAT
Applied Materials
Market cap
$342.97B
Sector
Technology
Overall winner
Applied Materials AMAT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AFRM | AMAT | Winner |
|---|---|---|---|
| Warren Buffett | 45D | 76B | AMAT |
| Benjamin Graham | 76D | 87A | AMAT |
| Philip Fisher | 64C | 65B | AMAT |
| Peter Lynch | 67C | 65B | AFRM |
| Joel Greenblatt | 15F | 66C | AMAT |
| Charlie Munger | 57D | 75B | AMAT |
| Terry Smith | 47D | 71B | AMAT |
Side-by-side metrics
| Metric | AFRM | AMAT |
|---|---|---|
| Market cap | $21.84B | $342.97B |
| P/E (TTM) | 58.0x | 40.0x |
| EV/EBIT | - | 41.0x |
| ROIC (TTM) | 10.85% | 21.6% |
| Gross margin | 67.71% | 48.96% |
| Net margin | 9.63% | 29.31% |
| Revenue CAGR 5y | 38.73% | 5.31% |
| EPS CAGR 5y | 1.0% | 7.72% |
| Debt / Equity | 2.4x | 0.3x |
| Dividend yield | 0.0% | 0.45% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AFRM leads on
- EV/EBIT-vs 41.0x+113%
- Revenue CAGR 5y38.73%vs 5.31%+86%
- Gross margin67.71%vs 48.96%+28%
AMAT leads on
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $21.84B+94%
- Debt / Equity0.3xvs 2.4x+89%
- EPS CAGR 5y7.72%vs 1.0%+87%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.