Stock comparison
Applied Materials
Lam Research
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
$339.94B
Sector
Technology
LRCX
Lam Research
Market cap
$372.09B
Sector
Technology
Overall winner
Lam Research LRCX
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | LRCX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 78B | LRCX |
| Benjamin Graham | 87A | 88A | LRCX |
| Philip Fisher | 65B | 76B | LRCX |
| Peter Lynch | 65B | 69B | LRCX |
| Joel Greenblatt | 66C | 84C | LRCX |
| Charlie Munger | 75B | 86A | LRCX |
| Terry Smith | 71B | 88A | LRCX |
Side-by-side metrics
| Metric | AMAT | LRCX |
|---|---|---|
| Market cap | $339.94B | $372.09B |
| P/E (TTM) | 40.0x | 55.4x |
| EV/EBIT | 41.0x | 62.9x |
| ROIC (TTM) | 21.6% | 42.79% |
| Gross margin | 48.96% | 49.98% |
| Net margin | 29.31% | 30.94% |
| Revenue CAGR 5y | 5.31% | 5.96% |
| EPS CAGR 5y | 7.72% | 11.27% |
| Debt / Equity | 0.3x | 0.4x |
| Dividend yield | 0.45% | 0.34% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- EV/EBIT41.0xvs 62.9x+35%
- P/E (TTM)40.0xvs 55.4x+28%
- Dividend yield0.45%vs 0.34%+24%
- Debt / Equity0.3xvs 0.4x+23%
LRCX leads on
- ROIC (TTM)42.79%vs 21.6%+50%
- EPS CAGR 5y11.27%vs 7.72%+32%
- Revenue CAGR 5y5.96%vs 5.31%+11%
- Market cap$372.09Bvs $339.94B+9%
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.