Stock comparison
Applied Materials
Seagate Technology Holdings
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
$346.51B
Sector
Technology
STX
Seagate Technology Holdings
Market cap
$178.37B
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 | STX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 44D | AMAT |
| Benjamin Graham | 87A | 51D | AMAT |
| Philip Fisher | 66B | 59D | AMAT |
| Peter Lynch | 65B | 60C | AMAT |
| Joel Greenblatt | 66C | 86C | STX |
| Charlie Munger | 75B | 68D | AMAT |
| Terry Smith | 71B | 58C | AMAT |
Side-by-side metrics
| Metric | AMAT | STX |
|---|---|---|
| Market cap | $346.51B | $178.37B |
| P/E (TTM) | 40.7x | 73.9x |
| EV/EBIT | 41.8x | 94.0x |
| ROIC (TTM) | 21.6% | 45.8% |
| Gross margin | 48.96% | 41.54% |
| Net margin | 29.31% | 21.6% |
| Revenue CAGR 5y | 5.31% | -3.93% |
| EPS CAGR 5y | 7.72% | 6.29% |
| Debt / Equity | 0.3x | 0.4x |
| Dividend yield | 0.42% | 0.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Revenue CAGR 5y5.31%vs -3.93%+174%
- EV/EBIT41.8xvs 94.0x+55%
- Market cap$346.51Bvs $178.37B+49%
- P/E (TTM)40.7xvs 73.9x+45%
STX leads on
- ROIC (TTM)45.8%vs 21.6%+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.