Stock comparison
Applied Materials
Microsoft
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
$345.34B
Sector
Technology
MSFT
Microsoft
Market cap
$3.11T
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 | MSFT | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 72B | AMAT |
| Benjamin Graham | 87A | 68B | AMAT |
| Philip Fisher | 65B | 70B | MSFT |
| Peter Lynch | 65B | 59C | AMAT |
| Joel Greenblatt | 66C | 59C | AMAT |
| Charlie Munger | 75B | 72B | AMAT |
| Terry Smith | 71B | 68B | AMAT |
Side-by-side metrics
| Metric | AMAT | MSFT |
|---|---|---|
| Market cap | $345.34B | $3.11T |
| P/E (TTM) | 40.0x | 25.0x |
| EV/EBIT | 41.0x | 24.6x |
| ROIC (TTM) | 21.6% | 21.31% |
| Gross margin | 48.96% | 68.31% |
| Net margin | 29.31% | 39.34% |
| Revenue CAGR 5y | 5.31% | 13.78% |
| EPS CAGR 5y | 7.72% | 13.97% |
| Debt / Equity | 0.3x | 0.1x |
| Dividend yield | 0.45% | 0.82% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
No clear edges - the other side wins or ties on every measured metric.
MSFT leads on
- Market cap$3.11Tvs $345.34B+89%
- Revenue CAGR 5y13.78%vs 5.31%+61%
- Debt / Equity0.1xvs 0.3x+49%
- Dividend yield0.82%vs 0.45%+46%
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.