Stock comparison
Applied Materials
Cloudflare
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
NET
Cloudflare
Market cap
$76.41B
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 | NET | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 34F | AMAT |
| Benjamin Graham | 87A | 62D | AMAT |
| Philip Fisher | 65B | 51C | AMAT |
| Peter Lynch | 65B | 68C | NET |
| Joel Greenblatt | 66C | 2F | AMAT |
| Charlie Munger | 75B | 40D | AMAT |
| Terry Smith | 71B | 36D | AMAT |
Side-by-side metrics
| Metric | AMAT | NET |
|---|---|---|
| Market cap | $343.12B | $76.41B |
| P/E (TTM) | 40.0x | - |
| EV/EBIT | 41.0x | - |
| ROIC (TTM) | 21.6% | -4.14% |
| Gross margin | 48.96% | 73.48% |
| Net margin | 29.31% | -3.72% |
| Revenue CAGR 5y | 5.31% | 34.81% |
| EPS CAGR 5y | 7.72% | - |
| Debt / Equity | 0.3x | 2.3x |
| 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
- ROIC (TTM)21.6%vs -4.14%+119%
- Net margin29.31%vs -3.72%+113%
- Dividend yield0.45%vs 0.0%+100%
- Debt / Equity0.3xvs 2.3x+88%
NET leads on
- EV/EBIT-vs 41.0x+112%
- P/E (TTM)-vs 40.0x+105%
- Revenue CAGR 5y34.81%vs 5.31%+85%
- Gross margin73.48%vs 48.96%+33%
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.