Stock comparison
Applied Materials
Super Micro Computer
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
SMCI
Super Micro Computer
Market cap
$21.4B
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 | SMCI | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 61C | AMAT |
| Benjamin Graham | 87A | 62C | AMAT |
| Philip Fisher | 65B | 48D | AMAT |
| Peter Lynch | 65B | 53C | AMAT |
| Joel Greenblatt | 66C | 36D | AMAT |
| Charlie Munger | 75B | 46D | AMAT |
| Terry Smith | 71B | 49D | AMAT |
Side-by-side metrics
| Metric | AMAT | SMCI |
|---|---|---|
| Market cap | $343.12B | $21.4B |
| P/E (TTM) | 40.0x | 14.9x |
| EV/EBIT | 41.0x | 19.3x |
| ROIC (TTM) | 21.6% | 7.06% |
| Gross margin | 48.96% | 8.39% |
| Net margin | 29.31% | 3.7% |
| Revenue CAGR 5y | 5.31% | 57.65% |
| EPS CAGR 5y | 7.72% | 33.94% |
| 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$343.12Bvs $21.4B+94%
- Net margin29.31%vs 3.7%+87%
- Gross margin48.96%vs 8.39%+83%
SMCI leads on
- Revenue CAGR 5y57.65%vs 5.31%+91%
- EPS CAGR 5y33.94%vs 7.72%+77%
- P/E (TTM)14.9xvs 40.0x+63%
- EV/EBIT19.3xvs 41.0x+53%
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.