Stock comparison
Applied Materials
NetApp
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
$342.97B
Sector
Technology
NTAP
NetApp
Market cap
$27.6B
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 | NTAP | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 72B | AMAT |
| Benjamin Graham | 87A | 76B | AMAT |
| Philip Fisher | 65B | 64C | AMAT |
| Peter Lynch | 65B | 53C | AMAT |
| Joel Greenblatt | 66C | 49D | AMAT |
| Charlie Munger | 75B | 74B | AMAT |
| Terry Smith | 71B | 71B | Tie |
Side-by-side metrics
| Metric | AMAT | NTAP |
|---|---|---|
| Market cap | $342.97B | $27.6B |
| P/E (TTM) | 40.0x | 19.6x |
| EV/EBIT | 41.0x | 18.6x |
| ROIC (TTM) | 21.6% | 18.92% |
| Gross margin | 48.96% | 70.46% |
| Net margin | 29.31% | 18.07% |
| Revenue CAGR 5y | 5.31% | 3.42% |
| EPS CAGR 5y | 7.72% | 15.28% |
| Debt / Equity | 0.3x | 2.4x |
| Dividend yield | 0.45% | 1.73% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Market cap$342.97Bvs $27.6B+92%
- Debt / Equity0.3xvs 2.4x+89%
- Net margin29.31%vs 18.07%+38%
- Revenue CAGR 5y5.31%vs 3.42%+36%
NTAP leads on
- Dividend yield1.73%vs 0.45%+74%
- EV/EBIT18.6xvs 41.0x+55%
- P/E (TTM)19.6xvs 40.0x+51%
- EPS CAGR 5y15.28%vs 7.72%+49%
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.