Stock comparison
Applied Materials
Applied Digital
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
$342.97B
Sector
Technology
APLD
Applied Digital
Market cap
$13.11B
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 | APLD | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 26F | AMAT |
| Benjamin Graham | 87A | 60D | AMAT |
| Philip Fisher | 65B | 34F | AMAT |
| Peter Lynch | 65B | 30F | AMAT |
| Joel Greenblatt | 66C | 0F | AMAT |
| Charlie Munger | 75B | 35D | AMAT |
| Terry Smith | 71B | 31F | AMAT |
Side-by-side metrics
| Metric | AMAT | APLD |
|---|---|---|
| Market cap | $342.97B | $13.11B |
| P/E (TTM) | 40.0x | - |
| EV/EBIT | 41.0x | - |
| ROIC (TTM) | 21.6% | -1.65% |
| Gross margin | 48.96% | 27.07% |
| Net margin | 29.31% | -52.41% |
| Revenue CAGR 5y | 5.31% | - |
| EPS CAGR 5y | 7.72% | - |
| Debt / Equity | 0.3x | 1.8x |
| 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
- Net margin29.31%vs -52.41%+156%
- ROIC (TTM)21.6%vs -1.65%+108%
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $13.11B+96%
APLD leads on
- P/E (TTM)-vs 40.0x+164%
- EV/EBIT-vs 41.0x+122%
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.