Stock comparison
Applied Materials
Paycom Software
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
PAYC
Paycom Software
Market cap
$7.51B
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 | PAYC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 71B | AMAT |
| Benjamin Graham | 87A | 66B | AMAT |
| Philip Fisher | 65B | 81A | PAYC |
| Peter Lynch | 65B | 60C | AMAT |
| Joel Greenblatt | 66C | 49D | AMAT |
| Charlie Munger | 75B | 77B | PAYC |
| Terry Smith | 71B | 73B | PAYC |
Side-by-side metrics
| Metric | AMAT | PAYC |
|---|---|---|
| Market cap | $342.97B | $7.51B |
| P/E (TTM) | 40.0x | 15.1x |
| EV/EBIT | 41.0x | 14.4x |
| ROIC (TTM) | 21.6% | 21.47% |
| Gross margin | 48.96% | 79.74% |
| Net margin | 29.31% | 22.44% |
| Revenue CAGR 5y | 5.31% | 18.08% |
| EPS CAGR 5y | 7.72% | 24.44% |
| Debt / Equity | 0.3x | 0.9x |
| Dividend yield | 0.45% | 1.08% |
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 $7.51B+98%
- Debt / Equity0.3xvs 0.9x+71%
- Net margin29.31%vs 22.44%+23%
PAYC leads on
- Revenue CAGR 5y18.08%vs 5.31%+71%
- EPS CAGR 5y24.44%vs 7.72%+68%
- EV/EBIT14.4xvs 41.0x+65%
- P/E (TTM)15.1xvs 40.0x+62%
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.