Stock comparison
Applied Materials
Broadcom
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
AVGO
Broadcom
Market cap
$1.96T
Sector
Technology
Overall winner
Broadcom AVGO
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | AVGO | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 71C | AMAT |
| Benjamin Graham | 87A | 86A | AMAT |
| Philip Fisher | 65B | 98A | AVGO |
| Peter Lynch | 65B | 92A | AVGO |
| Joel Greenblatt | 66C | 61C | AMAT |
| Charlie Munger | 75B | 88C | AVGO |
| Terry Smith | 71B | 86A | AVGO |
Side-by-side metrics
| Metric | AMAT | AVGO |
|---|---|---|
| Market cap | $343.12B | $1.96T |
| P/E (TTM) | 40.0x | 80.7x |
| EV/EBIT | 41.0x | 81.0x |
| ROIC (TTM) | 21.6% | 17.64% |
| Gross margin | 48.96% | 67.09% |
| Net margin | 29.31% | 36.57% |
| Revenue CAGR 5y | 5.31% | 23.51% |
| EPS CAGR 5y | 7.72% | 32.98% |
| Debt / Equity | 0.3x | 0.8x |
| Dividend yield | 0.45% | 0.58% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Debt / Equity0.3xvs 0.8x+67%
- P/E (TTM)40.0xvs 80.7x+50%
- EV/EBIT41.0xvs 81.0x+49%
- ROIC (TTM)21.6%vs 17.64%+18%
AVGO leads on
- Market cap$1.96Tvs $343.12B+83%
- Revenue CAGR 5y23.51%vs 5.31%+77%
- EPS CAGR 5y32.98%vs 7.72%+77%
- Gross margin67.09%vs 48.96%+27%
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.