Stock comparison
Applied Materials
Tower Semiconductor
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
$345.34B
Sector
Technology
TSEM
Tower Semiconductor
Market cap
$31.68B
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 | TSEM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 34F | AMAT |
| Benjamin Graham | 87A | 83A | AMAT |
| Philip Fisher | 65B | 43D | AMAT |
| Peter Lynch | 65B | 55C | AMAT |
| Joel Greenblatt | 66C | 44D | AMAT |
| Charlie Munger | 75B | 36D | AMAT |
| Terry Smith | 71B | 25F | AMAT |
Side-by-side metrics
| Metric | AMAT | TSEM |
|---|---|---|
| Market cap | $345.34B | $31.68B |
| P/E (TTM) | 40.0x | 129.6x |
| EV/EBIT | 41.0x | 159.9x |
| ROIC (TTM) | 21.6% | 6.08% |
| Gross margin | 48.96% | 24.77% |
| Net margin | 29.31% | 15.13% |
| Revenue CAGR 5y | 5.31% | 0.95% |
| EPS CAGR 5y | 7.72% | 9.11% |
| Debt / Equity | 0.3x | 0.1x |
| 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$345.34Bvs $31.68B+91%
- Revenue CAGR 5y5.31%vs 0.95%+82%
- EV/EBIT41.0xvs 159.9x+74%
TSEM leads on
- Debt / Equity0.1xvs 0.3x+81%
- EPS CAGR 5y9.11%vs 7.72%+15%
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.