Stock comparison
Applied Materials
Oracle
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
ORCL
Oracle
Market cap
$543.76B
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 | ORCL | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 50C | AMAT |
| Benjamin Graham | 87A | 85A | AMAT |
| Philip Fisher | 65B | 51C | AMAT |
| Peter Lynch | 65B | 43D | AMAT |
| Joel Greenblatt | 66C | 51C | AMAT |
| Charlie Munger | 75B | 61D | AMAT |
| Terry Smith | 71B | 47D | AMAT |
Side-by-side metrics
| Metric | AMAT | ORCL |
|---|---|---|
| Market cap | $339.94B | $543.76B |
| P/E (TTM) | 40.0x | 33.3x |
| EV/EBIT | 41.0x | 37.8x |
| ROIC (TTM) | 21.6% | 8.02% |
| Gross margin | 48.96% | 66.44% |
| Net margin | 29.31% | 25.3% |
| Revenue CAGR 5y | 5.31% | 9.12% |
| EPS CAGR 5y | 7.72% | -1.14% |
| Debt / Equity | 0.3x | 4.2x |
| Dividend yield | 0.45% | 1.06% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- EPS CAGR 5y7.72%vs -1.14%+115%
- Debt / Equity0.3xvs 4.2x+94%
- ROIC (TTM)21.6%vs 8.02%+63%
- Net margin29.31%vs 25.3%+14%
ORCL leads on
- Dividend yield1.06%vs 0.45%+58%
- Revenue CAGR 5y9.12%vs 5.31%+42%
- Market cap$543.76Bvs $339.94B+37%
- Gross margin66.44%vs 48.96%+26%
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.