Stock comparison
Applied Materials
Blackbaud
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
BLKB
Blackbaud
Market cap
$1.36B
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 | BLKB | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 54C | AMAT |
| Benjamin Graham | 87A | 51D | AMAT |
| Philip Fisher | 65B | 59C | AMAT |
| Peter Lynch | 65B | 54C | AMAT |
| Joel Greenblatt | 66C | 40D | AMAT |
| Charlie Munger | 75B | 51D | AMAT |
| Terry Smith | 71B | 50C | AMAT |
Side-by-side metrics
| Metric | AMAT | BLKB |
|---|---|---|
| Market cap | $342.97B | $1.36B |
| P/E (TTM) | 40.0x | 10.5x |
| EV/EBIT | 41.0x | 13.9x |
| ROIC (TTM) | 21.6% | 15.09% |
| Gross margin | 48.96% | 59.19% |
| Net margin | 29.31% | 12.41% |
| Revenue CAGR 5y | 5.31% | 5.02% |
| EPS CAGR 5y | 7.72% | 111.69% |
| Debt / Equity | 0.3x | 34.3x |
| 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
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $1.36B+100%
- Debt / Equity0.3xvs 34.3x+99%
- Net margin29.31%vs 12.41%+58%
BLKB leads on
- EPS CAGR 5y111.69%vs 7.72%+93%
- P/E (TTM)10.5xvs 40.0x+74%
- EV/EBIT13.9xvs 41.0x+66%
- Gross margin59.19%vs 48.96%+17%
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.