Stock comparison
Applied Materials
CDW
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
CDW
CDW
Market cap
$14.16B
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 | CDW | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 51C | AMAT |
| Benjamin Graham | 87A | 67B | AMAT |
| Philip Fisher | 65B | 27F | AMAT |
| Peter Lynch | 65B | 55C | AMAT |
| Joel Greenblatt | 66C | 31F | AMAT |
| Charlie Munger | 75B | 42D | AMAT |
| Terry Smith | 71B | 38D | AMAT |
Side-by-side metrics
| Metric | AMAT | CDW |
|---|---|---|
| Market cap | $342.97B | $14.16B |
| P/E (TTM) | 40.0x | 12.2x |
| EV/EBIT | 41.0x | 11.2x |
| ROIC (TTM) | 21.6% | 12.34% |
| Gross margin | 48.96% | 21.57% |
| Net margin | 29.31% | 4.7% |
| Revenue CAGR 5y | 5.31% | 1.87% |
| EPS CAGR 5y | 7.72% | 3.3% |
| Debt / Equity | 0.3x | 2.4x |
| Dividend yield | 0.45% | 2.46% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Market cap$342.97Bvs $14.16B+96%
- Debt / Equity0.3xvs 2.4x+89%
- Net margin29.31%vs 4.7%+84%
- Revenue CAGR 5y5.31%vs 1.87%+65%
CDW leads on
- Dividend yield2.46%vs 0.45%+82%
- EV/EBIT11.2xvs 41.0x+73%
- P/E (TTM)12.2xvs 40.0x+69%
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.