Stock comparison
Applied Materials
Samsara
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
IOT
Samsara
Market cap
$17.87B
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 | IOT | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 27F | AMAT |
| Benjamin Graham | 87A | 47D | AMAT |
| Philip Fisher | 65B | 58C | AMAT |
| Peter Lynch | 65B | 52C | AMAT |
| Joel Greenblatt | 66C | 44D | AMAT |
| Charlie Munger | 75B | 49D | AMAT |
| Terry Smith | 71B | 56C | AMAT |
Side-by-side metrics
| Metric | AMAT | IOT |
|---|---|---|
| Market cap | $343.12B | $17.87B |
| P/E (TTM) | 40.0x | - |
| EV/EBIT | 41.0x | - |
| ROIC (TTM) | 21.6% | 32.34% |
| Gross margin | 48.96% | 76.74% |
| Net margin | 29.31% | -0.56% |
| Revenue CAGR 5y | 5.31% | 39.42% |
| EPS CAGR 5y | 7.72% | - |
| Debt / Equity | 0.3x | 0.1x |
| 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 -0.56%+102%
- Dividend yield0.45%vs 0.0%+100%
- Market cap$343.12Bvs $17.87B+95%
IOT leads on
- EV/EBIT-vs 41.0x+113%
- P/E (TTM)-vs 40.0x+102%
- Revenue CAGR 5y39.42%vs 5.31%+87%
- Debt / Equity0.1xvs 0.3x+81%
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.