Stock comparison
Applied Materials
Cognex
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
CGNX
Cognex
Market cap
$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 | CGNX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 50C | AMAT |
| Benjamin Graham | 87A | 83A | AMAT |
| Philip Fisher | 65B | 48D | AMAT |
| Peter Lynch | 65B | 14F | AMAT |
| Joel Greenblatt | 66C | 46D | AMAT |
| Charlie Munger | 75B | 47D | AMAT |
| Terry Smith | 71B | 48D | AMAT |
Side-by-side metrics
| Metric | AMAT | CGNX |
|---|---|---|
| Market cap | $343.12B | $11B |
| P/E (TTM) | 40.0x | 78.6x |
| EV/EBIT | 41.0x | 67.8x |
| ROIC (TTM) | 21.6% | 7.06% |
| Gross margin | 48.96% | 68.02% |
| Net margin | 29.31% | 13.62% |
| Revenue CAGR 5y | 5.31% | -1.05% |
| EPS CAGR 5y | 7.72% | -19.13% |
| Debt / Equity | 0.3x | 0.1x |
| Dividend yield | 0.45% | 0.49% |
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 -19.13%+140%
- Revenue CAGR 5y5.31%vs -1.05%+120%
- Market cap$343.12Bvs $11B+97%
- ROIC (TTM)21.6%vs 7.06%+67%
CGNX leads on
- Debt / Equity0.1xvs 0.3x+81%
- Gross margin68.02%vs 48.96%+28%
- Dividend yield0.49%vs 0.45%+9%
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.