Stock comparison
Applied Materials
Sanmina
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
SANM
Sanmina
Market cap
$13.21B
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 | SANM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 45D | AMAT |
| Benjamin Graham | 87A | 78B | AMAT |
| Philip Fisher | 65B | 31F | AMAT |
| Peter Lynch | 65B | 46D | AMAT |
| Joel Greenblatt | 66C | 45D | AMAT |
| Charlie Munger | 75B | 32F | AMAT |
| Terry Smith | 71B | 35D | AMAT |
Side-by-side metrics
| Metric | AMAT | SANM |
|---|---|---|
| Market cap | $342.97B | $13.21B |
| P/E (TTM) | 40.0x | 49.2x |
| EV/EBIT | 41.0x | 37.3x |
| ROIC (TTM) | 21.6% | 7.43% |
| Gross margin | 48.96% | 8.53% |
| Net margin | 29.31% | 2.29% |
| Revenue CAGR 5y | 5.31% | 4.8% |
| EPS CAGR 5y | 7.72% | 2.57% |
| Debt / Equity | 0.3x | 0.9x |
| 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
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $13.21B+96%
- Net margin29.31%vs 2.29%+92%
- Gross margin48.96%vs 8.53%+83%
SANM leads on
- EV/EBIT37.3xvs 41.0x+9%
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.