Stock comparison
Applied Materials
The Descartes Systems Group
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
$339.16B
Sector
Technology
DSGX
The Descartes Systems Group
Market cap
$6.09B
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 | DSGX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 73B | AMAT |
| Benjamin Graham | 87A | 79B | AMAT |
| Philip Fisher | 65B | 74C | DSGX |
| Peter Lynch | 65B | 64C | AMAT |
| Joel Greenblatt | 66C | 43D | AMAT |
| Charlie Munger | 75B | 57D | AMAT |
| Terry Smith | 71B | 61D | AMAT |
Side-by-side metrics
| Metric | AMAT | DSGX |
|---|---|---|
| Market cap | $339.16B | $6.09B |
| P/E (TTM) | 40.0x | 35.4x |
| EV/EBIT | 41.0x | 22.8x |
| ROIC (TTM) | 21.6% | 9.85% |
| Gross margin | 48.96% | 74.19% |
| Net margin | 29.31% | 22.47% |
| Revenue CAGR 5y | 5.31% | 15.09% |
| EPS CAGR 5y | 7.72% | 17.59% |
| Debt / Equity | 0.3x | 0.0x |
| 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$339.16Bvs $6.09B+98%
- ROIC (TTM)21.6%vs 9.85%+54%
- Net margin29.31%vs 22.47%+23%
DSGX leads on
- Debt / Equity0.0xvs 0.3x+98%
- Revenue CAGR 5y15.09%vs 5.31%+65%
- EPS CAGR 5y17.59%vs 7.72%+56%
- EV/EBIT22.8xvs 41.0x+44%
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.