Stock comparison
Applied Materials
Arrow Electronics
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AMAT
Applied Materials
Market cap
$343.12B
Sector
Technology
ARW
Arrow Electronics
Market cap
$11.11B
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 | AMAT | ARW | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 19F | AMAT |
| Benjamin Graham | 87A | 40D | AMAT |
| Philip Fisher | 65B | 4F | AMAT |
| Peter Lynch | 65B | 6F | AMAT |
| Joel Greenblatt | 66C | 26F | AMAT |
| Charlie Munger | 75B | 11F | AMAT |
| Terry Smith | 71B | 7F | AMAT |
Side-by-side metrics
| Metric | AMAT | ARW |
|---|---|---|
| Market cap | $343.12B | $11.11B |
| P/E (TTM) | 40.0x | 14.7x |
| EV/EBIT | 41.0x | 13.7x |
| ROIC (TTM) | 21.6% | 8.88% |
| Gross margin | 48.96% | 11.18% |
| Net margin | 29.31% | 2.17% |
| Revenue CAGR 5y | 5.31% | -2.74% |
| EPS CAGR 5y | 7.72% | -7.84% |
| Debt / Equity | 0.3x | 0.4x |
| Dividend yield | 0.45% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- EPS CAGR 5y7.72%vs -7.84%+198%
- Revenue CAGR 5y5.31%vs -2.74%+152%
- Dividend yield0.45%vs 0.0%+100%
- Market cap$343.12Bvs $11.11B+97%
ARW leads on
- EV/EBIT13.7xvs 41.0x+67%
- P/E (TTM)14.7xvs 40.0x+63%
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.